Adding business files to your subscription

Adding business files to your subscription

If you are using a Cashflow Manager to service more than one Business Entity, you will need to add those Business Entities to your subscription. This can be done either from the Cashflow Manager desktop application, or through My Account on the website.

Please note that adding an extra file to the subscription will increase the cost, removing a file from the subscription will decrease the cost.

For further information on the pricing please contact us either through webchat on our website, email us at info@cashflow-manager.com or call our support line on 08 8275 2000 and select option 2.
 

To add more than one business file to your subscription:

1. Open the Cashflow Manager desktop application.
2. Select the Account button on the welcome screen.
3. You can then log into your My Account
4. The username for your My Account will be the email address you subscribed with.
5. If you do not have a password already, click the [Forgot Password] button
6. Once you are logged in, you will come to the home page.
 

Changing your subscription in My Account:

1. Select [My Subscription] on the left-hand side menu

2. Select [Change Subscription Options]

3. This will take you to your subscription solution where you can select the:


  1. Billing interval (monthly or yearly). Please note: you need to include all business files including the one you have already paid for in the file count.
  2. File count (number of business files)
  3. If you want to add Bank Feeds. For a yearly subscription Bank Feeds is an extra $60 per file, for a monthly subscription Bank Feeds is an extra $5 per file.

The price displayed here is the full price you will pay when your renewal is due, the price you need to pay immediately, i.e. the pro-rated price, is shown on the payment screen prior to making the payment.

4. Select [Switch Subscription]

​

 

 

5. This will take you to the payment screen where your details will auto fill including the pro-rated price you will need to pay immediately for the file counts you have selected.

6.  At the bottom of the page, please read and then tick the agreements and select [Subscribe Now]

7. The additional Business Entities have now been added to your subscription.


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