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.


    • Related Articles

    • Activating your subscription license code

      Once you have subscribed to a Cashflow Manager solution, you will receive your new License Code and Member Id via email. Or, navigate to My Account on our website. Once you are logged in, you can locate your license code under [My Subscription]. ...

    • Do you keep my business financials on record?

      No. We do not see or store your business financial records. Cashflow Manager is a desktop-based software, so it is important you back up your data and store it in a safe location, or email it to access. To Backup a file, follow the steps below: When ...

    • Software Subscription Pricing - Australia

      The Cashflow Manager Subscription model is monthly or yearly based. Please find below the pricing model: Cashflow Manager - $26/month or $284/yearly Cashflow Manager GOLD - $47/month or $513/yearly Wages Manager - $35/month or $382/yearly Wages 1-4 - ...

    • Adding your business details to the Accountant Map

      What is the Accountant Map?We receive lots of enquiries from our customers asking for us to refer them an accountant that's an expert with Cashflow Manager. To assist with this, we have added a tool to the Accountant Portal allowing you to submit ...

    • My Account

      My Account gives you the functionality to manage your Cashflow Manager subscription including being able to update your contact and payment details. To update your subscription and contact details, first long into your My Account: The username will ...

    • 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 ...

    • Single Touch Payroll Guide

      As a subscriber of Cashflow Manager, all fees involved with lodging your records via Single Touch Payroll are included with your Cashflow Manager Gold, Wages Manager or Wages 1-4 subscription fee. If you have any questions regarding Single Touch ...

    • Deleting Old Pays from the STP Event Lodgement Screen

      Continue if you have previous pays listed in the Single Touch Payroll screen that you do not want to send. From the [Tools] menu or on the right-hand side of the Employees screen in wages, select [Single Touch Payroll] to open the Single Touch ...