Inner Circle Managing Business Files

From Cashflow Manager 14, we have made it easier to manage your own and client files from the dashboard. You can easily:

1. View your personal file usage
   
2. Create a personal use file
3. Create a new file for a client
   
4. Link an existing (personal or client) file to yourself or another client
   
5. Disconnect business files

Personal file usage

All Inner Circle memberships come with a minimum of three business files for personal use. You can easily see your usage on the welcome screen. This will show any spots you have available.

The Slot Panel shows the personal file usage.

        File slot in use

       Available file slot

       Limit exceeded - Move and undelete required before being able to open a file

 

Creating a new file (for a client or personal use)

For client files, you will need their Subscription ID and License Key. If you manage your client purchases, these can be accessed or purchased via the Inner Circle Portal, otherwise you may need to contact your client.

1. Click on the Create New button
   
2.  Select if it is a Personal or Client file

Personal File

3. Select Next and continue as usual

Once created, this will allocate the file to your personal file limit

If you have exceeded your limit, you will need to disconnect a personal file before you can continue to create the file.

Client File

3. Type in the clients Subscription ID and License Key

4. Click Next

If the details are valid, you will continue and create the business as usual.

If the client subscription has expired, or does not have enough business slots available, a warning will display and you will not be able to continue. A valid subscription will need to be purchased or an existing file removed from the manage existing tab

 

Link an existing (personal or client) file to yourself or another client

To move to a client, you will need their Subscription ID and License Key. If you manage your client purchases, these can be accessed or purchased via the Inner Circle Portal, otherwise you may need to contact your client.

1. Click on the Manage Existing tab
   
2. Locate and select the Business File in the list
   
3. Select Move subscription
   
4. When moving to a client, type or paste a valid Subscription ID and License Key, otherwise select personal
   
   
5. Click Confirm
   

The file will now be associated to the selected account.

Disconnect business files

If you, or a client, has a file that is no longer needed, you can disconnect it to allow for a new file to be created or an existing file to be linked. If you still require access to the existing business file, you may need to purchase a new license before creating a new business file. If you are unsure, please contact the Customer Engagement Team.

If you have exceeded your limit, you will need to disconnect a personal file before you can continue into the program.

Once a file has been disconnected, you (or your client) will not be able to open the file. Only disconnect the file if it is no longer required. If you have disconnected by mistake, please contact the Customer Engagement Team. 

To disconnect a personal or client file, on the main Dashboard,

1. Select Manage Existing. 

2. Select the file

3. Select Disconnect

4. You will receive a message to confirm if you wish to continue with the disconnect, click Yes

After selecting ‘Yes’, you will then have another personal slot available and can create a new file.

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