Knowledge Base

Find support notes, detailed instructions and answers to your frequently asked questions on Cashflow Managers’ range of small business accounting software.

To make it easy to find the information you need, our extensive Knowledge Base has been divided into categories.
Simply select the relevant product and category to view the list of support topics and questions.

Desktop

General FAQs

Cashflow Manager is compatible with the smaller 100% DPI settings, so if the settings are incorrect you may not be able to see all the tabs.

To change your DPI settings:

Windows 10

  1. Close Cashflow Manager
  2. Click on your [start] button
  3. Select [Settings]
  4. Select [System]
  5. Select [Display]
  6. Change the setting to 100%
  7. Restart your computer

Windows 8

  1. Close Cashflow Manager
  2. Click on your [Start] button
  3. Select [Control Panel]
  4. Ensure you are viewing by small or large icons (drop down menu in right-hand corner)
  5. Select ‘Display’
  6. Select ‘100% Smaller’
  7. Click [Apply]
  8. Restart your computer

Windows 7

  1. Close Cashflow Manager
  2. Click on your [Start] button
  3. Select [Control Panel]
  4. Ensure you are viewing by small or large icons (drop down menu in right-hand corner)
  5. Select ‘Display’
  6. Select ‘100% Smaller’
  7. Click [Apply]
  8. Restart your computer

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 reinstalling Cashflow Manager on a new computer.

To restore your backup file to Cashflow Manager click on the ‘Restore’ icon. Click the [Browse] button to select the location of the backup file being restored. Select the file and click [Open]. When you do this, the ‘Restore destination path’ box will automatically fill with the default location for the restoration file. You will not need to change this unless you have previously changed the default restoration path, in which case you should navigate to the proper folder using the [Change] button. Click on the [Restore] button in the lower right-hand corner of the screen. When asked if you want to replace the file, click [Yes]. Click [OK] and you will be returned to the home screen of Cashflow Manager.

It is recommended that you backup your Cashflow Manager file each time you finish working with the program. Backing up your file minimizes the loss of data if there is a sudden power loss or if your computer should fail. It is recommended that you do a secondary backup to an external location separate from your computer such as a USB drive, external hard drive or an online storage account.

To backup your records:

  1. Click on the backup icon or select [File] and then [Backup].
  2. The backup window will open and will show the default backup path which is C:\Users\”Users Folder”\appData\Roaming\CFM\Cashflow 10\Data
  3. You will then need to click [Save] then [Backup] to complete the backup process.

To backup to a USB or external harddrive:

  1. Click [File] and then [Backup].
  2. Click on the [Browse] button and select the drive you wish to save to.
  3. When the backup has been successful you will see a message saying ‘Backup Complete’.

To import your data from a previous version you will need to select ‘Create New Business’ from your welcome screen. It will then ask you if you have an existing Cashflow Manager file you wish to import. Select ‘Yes’. You will need to type in the name of your business and then browse to the location where you store your Cashflow Manager business files. Once you have clicked [Next] you will need to browse to the location on your PC where you wish to save your new business file and click [Save]. Now you are ready to work in the latest version of Cashflow Manager.

On a mac you have a couple of different options for installing software that allows you to run Windows and Windows applications.

Option 1: For the budget conscious
The first option is to use software called ‘Boot Camp’. You will find the Boot Camp Assistant app in the Utilities folder of your Mac. Once Boot Camp is installed you will be able to install Windows 7,8 or 10 on a separate partition. You will then be able to install your Cashflow Manager software.

Option 2: For ultimate convenience
Purchase software called Parallels or VMware Fusion, which allows you to install Windows 7, 8 or 10 onto your Mac. This program can be placed in the program dock and opened at any time while working within a Mac environment. The user can toggle between the two platforms (Mac or Windows) as necessary.

To download the program, visit the Cashflow Manager Downloads Centre and select the Version 10 program you wish to install. You will need to click [save] to save the downloaded file to a location of your choice (eg: downloads folder). The file will then download. Once the program file has finished downloading, navigate to its location (eg: downloads folder).
To install the program, double-click on the file. Click on ‘More Info’ and then click on ‘Run Anyway’. You can now follow the easy installation wizard to finish the process. Once the program has installed, a program icon will be created on your desktop.

Cashflow Manager is designed to run on a PC computer running Windows 7, Windows 8 or Windows 10. The program requires at least 4GB of RAM with a XVGA [1024×768] or higher resolution monitor with 16 bit colour. You will need at least 150MB of hard disk space on your computer for your program and tutorial files.

Program Updates

The ‘Cashflow’ and ‘Invoice’ password options have been hidden from the File, Password menu options in Wages Manager Only product

Renaming Customers in Invoice section is now picked up on Side navigation menu without needing to reopen file

Added ‘FBT Exempt under section 57A of the FBTAA 1986’ Yes/No option in the ‘Business Details’ tab of Options

Added a ‘Type’ box to PAYG Payment Summary report to indicate if employee is a Holiday Worker. The letter ‘H” will appear in this box if this is the case

New User interface throughout the program

New left side navigation menu allows user to navigate between sections with a single click

New Business Dashboard provides a visual snapshot of your business in single page

Added Business Budget lets you set up a budget for your whole business rather than by account

Added option for Simpler BAS reporting.

 

CASHFLOW

Bank statement import setup. prevents saving until all fields are set correctly

INVOICE

Customer type drop down now defaults to Customer Type 1

Customer import now brings in Address 1 correctly

WAGES

Fixed error when printing PAYG Summary List report when Branch Numbers and Drill down options both selected

Report preview ensures correct email address set when selecting one employee at a time.

Prevent zero dollar record being added to Electronic payments if default bank account has no allocations set

Prevented potential incorrect Reportable Fringe benefit calculation in Empdupe file and PAYG Payment summary, PAYG Summary List reports

Cloud

General FAQs

Yes. Clients can select their accountants in settings if they are Inner Circle members. Inner Circle members can then access different clients with a single sign-on. If an accountant or bookkeeper is not an Inner Circle member, the client can add them as a user in the same way that they add other users to the program.

Your data can be retained if you subscribe before your 30 day trial expires.

You have the choice to carry on with the data you have entered or start a clean business.

Yes, just create a login and select to run the trial. You have access to a 30 day fully functional trial.

Program Updates

[Enhancement] New user interface

[Enhancement] Form based data entry in Money In, Money Out and Invoices

[Enhancement] Added Customer Inquiry for viewing customer history

[Enhancement] Added Cash Invoice settings for automating cash invoice processing

[Enhancement] Added two Inventory reports Inventory Item list and Inventory Price List