Rename Business File or Account

Rename Business File or Account

  1. 1. Click on the 'Tools' Menu. Click on 'Options'.
  2. 2. Click on 'Rename Account & Business File'.
  3. 3. Your 'Current Account Name' and 'Current Business File Name' will appear in shaded grey.
  4. 4. Below both these boxes are whiter boxes, where you can type in the 'New Account Name' and/or "New Business File Name'.
  5. 5. Click on the [Save] button.

    • Related Articles

    • Create a Business File - Software

      Creating a new business file The program is designed to have a separate file for each business you operate. This is different from earlier versions [eg. 3, 4, 6] where Cashflow Manager had a separate file for each bank account and Invoice Manager and ...

    • How to Restore my Backup File?

      Generally, you will only need to restore a file if something has happened to your existing file such as a corruption, a virus, or you are re-installing Cashflow Manager on a new computer. To restore your backup file: Open Cashflow Manager and click ...

    • How Do I Create A New Business File?

      The program is designed to have a separate file for each business you operate. To add a new business file, you will first need to add the additional file to your subscription. You can follow the steps here. Then, to create a new file in Cashflow ...

    • How Do I Import A Previous File Into Version 11?

      To import an existing file into Version 11: 1. Select [Create New Business] and select [Yes]. 2. On the next window select [Yes] to import an earlier version file 3. The next step will be to record the name of your business. Type that in and select ...

    • Changing your business and contact details

      Changing your business and contact details needs to be done in each section of your program. To change your business name and ABN on your cashflow reports: Click on Cashflow (Money in or Money out), Go to [Tools] in the top left. Then click on ...

    • 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 ...