How Do I Back-Up My File?
You should always make a backup of your data before you close the file that you are working in.
This means making a copy so that if something happens to your current C12 file, you will not have lost all of your information.
Cashflow Manager saves your data in a default database file on your PC, which can be located at: C:\Users\Username\AppData\Roaming\CFM\Cashflow12\Data
‘Username’ is the name Windows uses for your account. For example Bill Smith might have a Windows user name of Bill Smith. The file would then be located in
C:\Users\Bill Smith\AppData\Roaming\CFM\Cashflow12\Data
Note to view AppData you must allow hidden items to be shown. This can be checked in the view tab of File Explorer.
It is also recommended that you do a secondary backup to an external location separate from your computer such as a USB drive, external hard drive or an online storage account. This is so you have the information to restore in the event of a burglary, fire/flood or your computer crashing.
To create a Back-up file:
- 1. Click on [File] and select [Backup].
- 2. The Data Back-up screen and back up file name will automatically appear.
- 3. Click on the [Browse] tab to select the location you wish to backup your file.
- 4. The save as screen will appear – “navigate” to the location you wish to backup your file (eg. USB Drive). The name of your file will appear, with the extension b12.
- 5. Simply click on [Save].
- 6. The location and name of your backup file will then appear in the Data Backup screen. Click on [Backup] and [Ok].
Related Articles
Converting your Version 11 business file to Version 12
Summary If you're updating from Version 11 to Version 12, you will need to convert your business file to the new format. Fortunately, this is easily done by first creating a new back-up of your Version 11 Business File, then converting it to the new ...How Do I Display Hidden Files and Folders?
By default, the AppData and ProgramData folder which Cashflow Manager files are stored in is a 'hidden' folder on the computer. For Windows 10 Open Windows File Explorer from the ? icon on the taskbar Go to [view] in the top left Tick [Hidden items] ...Error - Object Reference Not Set
This error message usually means you are actioning a process with missing/incorrect details or a folder/record is not being recognised. Opening the desktop application: Object reference not set to an instance of an object when opening the application ...
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 ...