Cashflow Manager Knowledge Base (Your Cashflow Help Centre)

Knowledge Base
Other Support
Guides on how to manage your Cashflow Manager subscription, along with general FAQ's
Cashflow Manager
Articles relating to general Cashflow Manager queries
Cash Flow
Topics covering the cash flow section of Cashflow Manager, including Bank Feeds, Budgets, Money in / Money out, BAS and much more.
Invoicing
How-To guides on invoicing in Cashflow Manager
Wages
Everything to help with Wages, including Single Touch Payroll (STP)
File
All articles relating to files (including opening, saving and sending)
For Accountants
Guide for accountants on renewing client subscriptions, purchasing subscriptions for new clients, becoming an IC member, and renewing an IC membership.

Popular Articles
Completing your EOFY payroll
Finalising your year-end payroll It's important to note the final pay period for the financial year is the one that is PAID before the end of the financial year. The first pay period of the next financial year is the first one that is PAID during the ...
Starting a New Financial Year in Wages
You can start a new financial year by following the below steps: 1. In the Employees section of Wages, select [Tools] in the top left 2. Select [Financial Year] 3. Select [Start New Financial Year] 4. The financial year ending will read 202X, select ...
End of Financial Year Checklist
Be prepared and organised this end of financial year, with our easy-to-follow checklist. You can view and download the checklist here. We’ve provided seven steps to make your reporting as stress-free as possible, and if you’ve been using Cashflow ...
How Do I Change My Opening Bank Balance?
To add in or change the opening bank balance for your account, first go to Bank Reconciliation. On the home section of the reconciliation, select [Settings] at the bottom of screen. Then select [Next] in the bottom right, it will then ask for your ...
How Do I Remove A Receipt Against An Invoice?
The Remove Money In Transaction option allows you to remove a Receipt that has been applied in error. Click on the [Tools] menu and select [Remove Money In Transaction]. From the drop-down box, select the Receipt. Click the [Remove] button. If the ...

Knowledge Base