General
Cashflow Cloud Has Reached End OF Life
We regret to advise that due to unexpected changes to the third-party infrastructure that was used by Cashflow Manager Cloud, we had no choice but to switch the service off on July 31st, 2023. These changes would have meant we could have no longer ...
Troubleshooting your system requirements
System requirements troubleshooting Region and Language The region and language settings on your computer need to be set to English (Australia) and the font size on the monitor display needs to be set at 96DPI or the smallest setting possible. For ...
Running AVG Tune up with Cashflow Manager
AVG Tune-Up is a program used to perform routine maintenance, cure slow start-ups, increase speed, prioritize processes for optimum performance and wiping unnecessary files/folders to free up disk space. However, AVG Tune-Up removes Cashflow Manager ...
Rename Business File or Account
1. Click on the 'Tools' Menu. Click on 'Options'. 2. Click on 'Rename Account & Business File'. 3. Your 'Current Account Name' and 'Current Business File Name' will appear in shaded grey. 4. Below both these boxes are whiter boxes, where you can type ...
How do I join the Accountant's Partner Program at Cashflow Manager? UK
The Accountants Inner Circle Accountants in public practice are invited to membership in the exclusive Accountants’ Inner Circle. Benefits to members include: Free Cashflow Manager Software and Cloud Accounts You get extended licenses for the ...
Activating your subscription license code
Once you have subscribed to a Cashflow Manager solution, you will receive your new License Code and Member Id via email. Or, navigate to My Account on our website. Once you are logged in, you can locate your license code under [My Subscription]. ...
Recommended System Requirements
Recommended System Requirements Operating System Windows 10 Windows 11 RAM 8GB or more Hard Disk Space 1GB or more Screen Resolution XVGA [1440x900] or higher resolution monitor with 16-bit colour. For information on changing your Display Settings ...
How Do I Display Hidden Files and Folders?
Open File Explorer Go to [View] in the top left Tick [Hidden items] on the far right You will then be able to see the relevant data folders.
How Do I Change My Region & Language Settings? UK
Cashflow Manager Programs require the Region & Language Options to be set to ENGLISH/UK. To make sure, or edit, your options to ENGLISH/UK, using Widows 10: 1. Click on your [Start] button 2. Select [Settings] in the Start Menu 3. Click on [Time & ...
How Do I Back-Up My File? UK
Cashflow Manager saves your data in a database file that is located in the C:\Users\Username\AppData\Roaming\CFM\Cashflow11\Data folder unless you have changed it to another location. ‘Username’ is the name Windows uses for your account. For ...
How Do I Change the Paper Size to A4? UK
Windows 8: 1. Click on your [Start] menu button 2. Select Control Panel 3. Select and open the Devices and Drives option 4. Right click on the Default Printer, and select Printing Preferences 5. Look for the Paper Size option 6. Change the Paper ...
VAT Data Entry Changes UK
What are the data entry changes in Versions 11? In programs prior to Version 11, Money In and Money Out transactions would be “exclusive” of VAT. For a normal Money In transaction, the basic rule was the Total Receipt would equal the VAT amount plus ...
How Do I Change the Font Size? UK
Cashflow Manager Programs are designed to have your computer’s font size set to the smallest. However, the latest version allows you to change the “Grid Font Size” within the program. The program will default the grid font size to 8.25. The grid font ...
Cashflow Manager Basics UK
Cashflow Cashflow records the money in (Receipts) and money out (Payments) transactions of your business. You can also reconcile your bank and cash transactions to ensure that your records are accurate for Making Tax Digital. Before you start ...
How Do I Restore My Back-Up File?
Generally, you will only need to restore a file if something has happened to your existing file such as a corruption, a virus, or you are re-installing Cashflow Manager on a new computer. 1. To restore your backup file to Cashflow Manager click on ...
Making Tax Digital
The way you report tax is changing for businesses and accountants. Find out why digital reporting is becoming compulsory and how to get up to speed before the deadline. What is Making Tax Digital? Making Tax Digital (MTD) is part of the government’s ...
Do you access my computer to see my software?
No. We do not access your computer. Our software uses your internet connection to communicate with our servers to validate your licence status. We keep our products continually updated and where a product is no longer licenced or supported our smart ...
Why should I back up my files?
Keeping your financials secure is critical to all business owners and is therefore very important to us. We trust that you are backing up your financial records to a USB or external hard drive. It is recommended that you backup your Cashflow Manager ...
Uninstalling Cashflow Manager
Windows 7 1. Click on the START button 2. Select CONTROL PANEL 3. Select PROGRAMS & FEATURES 4. Select CASHFLOW MANAGER 11 or 12 5. Click on UNINSTALL Windows 8 1. Rest the mouse cursor to the right side of the screen (a side menu will appear) 2. ...
Password protect your Files
How do I create Passwords for my file? In Cashflow Manager you have the ability to set up a Password for each Section. You will need to start with an Administrator password. 1. Click on [File] 2. Click on [Password] 3. Click on [Admin] 4. Admin ...
How Do I Change The Computers Display Settings?
Cashflow Manager is compatible with the computers display setting at 100%. Windows 8:Close Cashflow Manager Click on your windows [Start] button Select [Control Panel] Ensure you are viewing by small or large icons Select [Display] Select [100% ...
How To Create A New Business File UK
Creating a new business file The program is designed to have a separate file for each business you operate. To create a new file, simply click on the [Create New Business File] option from the Start-up Options window. Please Note: Alternatively, you ...
Where is My Data File Located?
Version 11: C:\Users\Username\Appdata\Roaming\CFM\Cashflow11\Data Version 10: C:\Users\Username\Appdata\Roaming\CFM\Cashflow10\Data Version 9: C:\Users\Username\Appdata\Roaming\CFM\Cashflow9\Data Version 8: ...
How Do I Download and Install Cashflow Manager?
To download the software, visit Software Downloads on the website. 1. From here you can select [Download Now] for your selected product: 2. Depending on the internet browser, you will receive a message asking you to [Run] or [Save] the CFMUK.exe ...
Completing your Cash Reconciliation
A Cash Reconciliation is simply to check that the Cash on Hand per your Records equals the Actual Balance of Cash on Hand, in the “Cash” Account of your file. This can be done as often as you wish. The Cash on Hand per your Records automatically ...
Do you keep my business financials on record?
No. We do not see or store your business financial records. If using the desktop program, you will need to back up your data and email it to us to access. Alternatively, if using the Cloud program, you may give our Engagement Team permission and ...
How do I download and install the program from the website?
Visit the Australian or UK Downloads Centre and select the version you wish to install. If you already have a Cashflow Manager icon pinned to your desktop/taskbar, please remove it before downloading. 1. Click [Save] to save the downloaded file to a ...
How Do I Run Cashflow Manager on an Apple Mac? UK
Cashflow Manager is a Windows-based program. However, the MacBook, MacBook Pro, Mac Mini and the iMac computers have the capability of converting to the Windows PC platform via two methods. Option 1: Using software called “Boot Camp” which can be ...