Upgrading to the latest version of Cashflow Manager-Frequently asked questions

By keeping your accounting software up to date, you are making sure that your business is as compliant with current legislation as it can be. This is important for all Cashflow Manager users, but especially Cashflow Manager GOLD and Wages Manager as the taxes, superannuation and other requirements involved with paying employees change from year to year. Here are some of your frequently asked questions about upgrading your Cashflow Manager programs.

How do I upgrade to the latest version?

The easiest and quickest way to upgrade to the latest version of the program, is to visit the Cashflow Manager Download Centre. 

  1. Select the program you wish to install: Cashflow Manager, Cashflow Manager GOLD or Wages Manager and save it to a location of your choice.Once the file has finished downloading, navigate to its location and double-click on the file.
  2. You may receive a Windows Security Message. This is a generic message created when you download any type of software. The Cashflow Manager download is quite safe. To run and install the program click on [More Info] and then [Run Anyway].
  3. You can now follow the prompts on the Installation Wizard to complete the installation.

Do I have to upgrade in order or can I upgrade to the latest version straight away?

We have had a number of queries on this matter! You do not have to upgrade your program in order. For example, if you are on Cashflow Manager 7.5 you can upgrade straight to Version 10. When upgrading always choose the latest version of Cashflow Manager that is available, as this will ensure you are compliant with current legislation and have all the latest features.

I have installed my upgrade. How do I import data from an older version of Cashflow Manager? 

  1. Open Cashflow Manager 9, and select ‘Create New Business’. Then click [Next].
  2. Select [Yes] when it asks if you have an existing Cashflow Manager file you wish to import. Then click [Next].
  3. It will then ask you to select the file you wish to import. When importing an older file and clicking on the [Browse] button you can either import (.cf_) or backup (.bc_) files.
  4. When you have selected the file click on the [Open] button to return to the Cashflow Manager wizard.
  5. When you are ready to proceed, click on [Next].
  6. A ‘Save in’ window will appear so you can select the location for your file. The default location will be C:\Users\Your Computer Username\AppData\Roaming\CFM\Cashflow10\Data.
  7. Click on [Save] to save your file.

Keep the questions coming! Make sure you leave a comment if you found this information helpful or if you have other questions about keeping your program up to date.

Comments (26)

  • Chris Lagos Reply

    Dear CM9 Team,

    I installed V9 in a second laptop successfully and wanted import a backed up .bc9 file
    It came up with some error about debugging etc or unhandled exception

    Please help? Regards from Chris

    01/10/2017 at 10:42AM
    • Rebecca Bendikov Reply

      Hi Chris,
      Thanks for your message.
      I think you should be ‘restoring’ your file not importing the bc9 file.
      To restore your file:
      1. Open Cashflow Manager 9
      2. Click on ‘File’
      3. Click on ‘Restore’ – the Data Restore screen will appear.
      4. Select the location of the file to restore by clicking on the ‘Browse’ button for the ‘Restore
      Source’ (eg. USB drive, CD drive, External Hard-drive).
      5. The name of your file (bc9) should appear in the box, select your file & click ‘Open’.
      6. Click on ‘Restore’
      7. If a message should appear asking you if you wish to overwrite a file, Click on ‘Yes’.
      8. Your restored file will now open, allowing you to continue your record keeping.
      Hope this helps!
      Kind Regards,
      Rebecca

      09/10/2017 at 3:27PM
  • May Reply

    My client has sent me bc3 file as backup for its data on CM and I have CM9. How should I restore the said file onto my CM9 as restore only gives option to open bc9 files?
    Please help. – May

    10/01/2018 at 10:42PM
    • Rebecca Bendikov Reply

      Hi May,
      Thanks for your message. To work with the bc3 file you need to choose the option that tells you to ‘Create New Business’ and then navigate to the file you wish to work with. If you need further assistance could you please call our Customer Service team on 1300 88 78 68.
      Kind Regards,
      Rebecca

      15/01/2018 at 7:58AM
  • marie Reply

    Hey, I was using a trial version 10 and now I have purchased the 11 and was not able to transfer my data from 10 to version 11, please help. Thanks

    17/01/2018 at 5:48PM
    • Rebecca Bendikov Reply

      Hi Marie,
      Thanks for your message.
      Tt is easiest if you give our Customer Service team a call on 1300 88 78 68 and they can walk you through the process.
      Kind Regards,
      Rebecca

      19/01/2018 at 12:59PM
  • Kylie Salter Reply

    Is Cashflow manager able to be operated remotely. We have a point of sale location, where invoices and payments for them are entered, but we want to also be able to input data from a different location on a laptop. How do we achieve this?

    24/01/2018 at 5:00PM
    • Rebecca Bendikov Reply

      Hi Kylie,
      Thanks for your message!
      Cashflow Manager is not able to be accessed remotely and due to the design of our software, only one person can access Cashflow Manager at any time.If you need further clarification about this could you please call our customer service team on 1300 88 78 68.
      Kind Regards,
      Rebecca

      09/02/2018 at 10:23AM
  • Jeanna Maher Reply

    I have purchased the new Cashflow Manager 11 as I am currently using Cashflow 8 which is about to cease working. I made payment via credit card on my iphone and my account has been cleared of the $264 it cost me but I have no idea where I get the download from to upgrade. I thought I may receive an email or something but have received nothing at all and I will not be able to use the 8 version as of tomorrow. I am not very computer savvy so could you please tell me where I can find version 11. My order number is 27447

    Thank you.

    31/01/2018 at 5:15PM
    • Rebecca Bendikov Reply

      Hi Jeanna,
      Thanks for your comment. When you purchased you should have received an email to the address you provided. If you have checked your spam inbox and it’s not there could you please call our customer service team on 1300 88 78 68 and they can send it to you again.
      Kind Regards,
      Rebecca

      09/02/2018 at 7:51AM
  • Keith Doolan Reply

    I need to know if it is absolutely necessary to upgrade to the latest version???

    The 7.5 I have now is more then suitable for what I need.

    07/02/2018 at 2:15PM
    • Rebecca Bendikov Reply

      Hi Keith,
      As computer operating systems and software evolves, remaining to operate on outdated versions can cause problems for you now, and in the future. We encourage all our customers to ensure they are staying current with the latest operating systems and in turn, ensure all their software also remains current.

      To allow for new products, product enhancements, reporting changes, government compliance, attentive customer support, latest technology changes, security preventions and a myriad of other concerns business owners face every day, we have moved to a subscription model. Previously, Cashflow Manager offered a ‘limited’ software licence along with the CD purchase or download.

      As a trusted and progressive technology company, we are unable to support products on the previous limited licence model. Whilst we understand our customers may feel upset by this change, we are looking forward to the future, and to the enhanced products and service we can offer you, and many more successful business owners, due to this change.

      Kind Regards,
      Rebecca

      09/02/2018 at 8:07AM
  • Nina Reply

    Hi CFM team,
    I tried opening the my CashFlow Manager 9 in ore than 1 computer this morning but it’s not opening. What should I do?
    Thanks,
    Nina

    13/06/2018 at 11:04AM
    • Rebecca Bendikov Reply

      Hi Nina, We have had a significant number of customers on the version you are on, unable to access their software after a recent Microsoft Windows update.
      We encourage you to make sure you are running the latest version of Cashflow Manager for this very reason. Running old versions of Cashflow Manager, leaves you vulnerable to security and compatibility issues. Please contact our Customer Engagement Team on 1300 88 78 68 if you are still having trouble. Kind Regards, Rebecca

      26/07/2018 at 2:23PM
  • Bronwyn Reply

    Hi, I am trying to install the latest upgrade to CFM but when I open the download I keep getting the error message that Cashflow Manager has stopped working, with the option to check online for a solution or to close the program. Nothing I am doing is working. I am currently using version 11.0.5
    I have checked quarantine in Norton but CFM is not showing up as quarantined.

    22/07/2018 at 8:08PM
    • Rebecca Bendikov Reply

      Hi Bronwyn, Thanks for your message. For assistance please contact our Customer Service team on 1300 88 78 68 and they will be happy to trouble shoot this with you. Kind Regards, Rebecca

      26/07/2018 at 2:12PM
  • Miles Reply

    Hi,

    My CFM programme (11.2) is not opening. I’ve downloaded the latest upgrade to see if that resolved the problem, however, no luck. It was working yesterday? When it doesn’t open, a small dialogue box says, ‘web service error’. Any suggestions?

    23/07/2018 at 8:20AM
    • Rebecca Bendikov Reply

      Hi Miles, Thanks for your message. It is my understanding that this was a temporary outage which has been resolved. Please contact customer service on 1300 88 78 68 if the problem persists. Kind Regards, Rebecca

      26/07/2018 at 2:11PM
      • William Gilbert Reply

        Hi Rebecca, do you have a UK based or Toll Free number for support? Thanks, Willam

        02/08/2018 at 6:46AM
        • Rebecca Bendikov Reply

          Hi William,
          The phone number to reach the team is 0345 1300611 for our UK customers!
          Kind Regards,
          Rebecca

          16/08/2018 at 1:59PM
  • David Bishop Reply

    Dear CFM.
    I believe I have successfully updated my CFM to the latest version. At least I went through all the right procedures so hopefully it is correct. It has been fine up until this morning when it wont open at all and I get ‘Web Service Error’ pop up box. What is it. What is wrong and how do I fix it REALLY QUICKLY.
    David Bishop.

    02/08/2018 at 7:08AM
    • Rebecca Bendikov Reply

      Hi David,
      It’s my understanding that this error appeared due to a server outage on our end. This has been rectified!
      Thanks for your patience.
      Kind Regards, Rebecca

      16/08/2018 at 2:00PM
  • Rhonda Bruhn Reply

    Hi
    How can I unlock CFM v.11.2? I downloaded from online but it asks for the CD key.

    05/08/2018 at 10:13PM
    • Rebecca Bendikov Reply

      Hi Rhonda,
      Your CD Key and Member ID are emailed to you once you purchase the software. If you are having trouble locating this email please contact our Customer Service Team on 1300 88 78 68 and they will be happy to help you out!
      Kind Regards, Rebecca

      16/08/2018 at 1:54PM
  • Factoring Finance Reply

    I am still using the old version of cashflow manager. I haven’t upgraded yet because I definitely like the way it is and how it is helping me manage my accounting but I am also excited about the latest version. I will definitely check it out too.

    06/08/2018 at 8:26AM
  • Narelle Gane Reply

    Hi
    In wages manager how do I change the pay period
    I went to print a summary for a payee back in July 2018 but the pay period has from October on it

    22/11/2018 at 6:53PM

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