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 Cashflow Manager is open, close out of the program by clicking [X] - Close

The program will then ask you "Do you want to Backup your data?"

Select [Yes]

You can then [Browse] the location where you would like the file backed up to, or keep it at the original default location

Click [Backup]

Then Click [OK] and the backup should be saved

• Related Articles

• Do you access my computer to see my software?

  No. We do not access your computer. Our software uses your internet connection to communicate with our servers to validate your licence status. We keep our products continually updated and where a product is no longer licenced or supported our smart ...

• 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 ...

• 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 ...

• 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]. ...

• Running AVG Tune up with Cashflow Manager

  AVG Tune-Up is a program used to perform routine maintenance, cure slow start-ups, increase speed, prioritize processes for optimum performance and wiping unnecessary files/folders to free up disk space. However, AVG Tune-Up removes Cashflow Manager ...

• 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 ...