Knowledge Base: Your Cashflow Manager Help CentreKelly
You spoke, we listened, and now we would like to introduce to you Knowledge Base, our online Cashflow Manager Help Centre.
Knowledge Base is a centralised, easy-to-use database filled with helpful information about using Cashflow Manager programs. Knowledge Base gives you instant access to helpful information on using all Cashflow Manager products; from installing the latest software update to handy hints and tips for setting up and using Single Touch Payroll.
While we pride itself on excellent personalised phone, email and chat support through our Australia-based Customer Engagement Team, Knowledge Base has been designed for our customers who like to find the answers to their questions themselves. Simply search for your issue in the database and choose from our extensive step-by-step guides, videos and tips.
Knowledge Base is updated regularly with new information direct from our Customer Experience Team and is driven by real-life challenges customers are experiencing today, making it an invaluable resource on those occasions when you’re troubleshooting or need a helping hand to get the most out of a feature. If you need help with Cashflow Manager, join the Knowledge Base.
How do I join the Knowledge Base?
To start browsing Knowledge Base, simply click the ‘SUPPORT‘ drop-down tab near the top of the website, then click on ‘KNOWLEDGE BASE‘
You will be taken to a separate url – website called help.cashflowmanager.com. You can scroll down the screen to view aticles on”Using Cashflow Manager”, “Settings and configuration”, “Fundamentals”, or you can search for a keyword relating to your issue.
Getting the most out of Knowledge Base
Knowledge Base is completely searchable, making it easy for you to find the information that you need fast. There are various topics and types of help articles – ranging from step by step setup guides to troubleshooting advice. Simply click on the spyglass icon at the top of the page and enter your search query. If the answer to your question is not there – please contact our support team. Who knows, your query might actually end up in Knowledge Base; helping other people in the future.
Example: Jane’s BAS issue
Cashflow Manager Gold subscriber Jane owns a flower shop in Brisbane. She started subscribing to Cashflow Manager Gold after hiring a few new employees and wanted to be able to do her payroll and her bookkeeping on one application.
While doing her quarterly Business Activity Statement (BAS), Jane realises that she needs adjust the GST on her BAS because a purchase that she made – a shipment of vases – had to be returned/refunded after being damaged during delivery.
Her purchase of vases would have entitled her to a GST credit, but the purchase was cancelled – so she needs to
Jane visits Knowledge Base and clicks the search bar at the top of the website. She searches “How can I adjust GST for BAS”, and presses return. She is able to find an article that explains why and how you can adjust GST on your BAS. Following the instructions on Knowledge Base, she makes the changes to her BAS and is able to submit it on time.
More options, better service
Knowledge Base is just another way our customers can get answers to their queries about using Cashflow Manager software. Rest assured, our personalised customer support will remain the same – Knowledge Base is designed to work alongside our phone, email and chat support service.
The great thing about Knowledge Base is that it is continuously updated with all of the latest hints, tips and tricks on how to get the best from your Cashflow Manager product, so when you need answers fast Knowledge Base can be your first stop.
We’re always looking for ways to improve your Cashflow Manager experience, so if you have any feedback or questions you want added to Knowledge Base let us know in the comments below.