How to unlock a month - Bank Reconciliation

How to unlock a month - Bank Reconciliation

There are 2 ways to unlock a month depending on the colour padlock you have.
 

To remove a red padlock:

1.    Select either Money In or Money Out on the left under Cashflow.
2.     Go to File in the top left
3.     Select Accountant Export
4.     Then Unlock Months


5.     Tick the months you would like to unlock


6.     Click the unlock option

 

To remove a yellow padlock:

1.   Select Bank Reconciliation on the left under the Cashflow section.
2.     Click Unlock in the bottom right.

Note: If both colour padlocks appear for you, you will need to follow the steps to remove the red padlock first then follow the steps for yellow padlock.


    • Related Articles

    • How Do I Import My Bank Statement for Bank Reconciliation?

      A Bank Reconciliation is simply a process that matches your Money In and Money Out Records with your Bank Account. It is an important process because it provides you with a check as to the accuracy of your records and can therefore save your ...

    • Completing your Cash Reconciliation

      A Cash Reconciliation is simply to check that the Cash on Hand per your Records equals the Actual Balance of Cash on Hand, in the “Cash” Account of your file. This can be done as often as you wish. The Cash on Hand per your Records automatically ...

    • Adding, connecting and using Bank Feeds

      Adding Bank Feeds to your Cashflow Manager and Cashflow Manager Gold subscription. 1. Click [Bank Feeds] on the left hand side menu. 2. Click [Yes] on the prompt to subscribe to Bank Feeds. 3. Click [OK] to close Cashflow and add Bank Feeds to ...

    • How Do I Reconcile My Bank Statement Manually?

      A Bank Reconciliation is simply a process that matches your Money In and Money Out Records with your Bank Account. It is an important process because it provides you with a check as to the accuracy of your records and can therefore save your ...

    • How Do I Reconcile My Cash Account?

      A Cash Reconciliation is simply a check that the Cash on Hand per your Records equals the Actual Balance of Cash on Hand. This can be done as often as you wish. The Cash on Hand per your Records automatically calculates from: - the Opening Cash ...

    • 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 ...

    • Software Subscription Pricing - Australia

      The Cashflow Manager Subscription model is monthly or yearly based. Please find below the pricing model: Cashflow Manager - $27/month or $295/yearly Cashflow Manager GOLD - $49/month or $534/yearly Wages Manager - $37/month or $398/yearly Wages 1-4 - ...