General
Helpful Data Entry Hints for Cashflow
Cashflow Manager – Helpful Hints Recording Money In and Money Out Move around 1. Use your arrow keys or your Tab key to move to other columns and press the 'Enter' key to record any information in a cell. 2. You can also move between the Allocation ...
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 ...
Troubleshooting your system requirements
System requirements troubleshooting Region and Language The region and language settings on your computer need to be set to English (Australia) and the font size on the monitor display needs to be set at 96DPI or the smallest setting possible. For ...
What happens at the end of the trial period
At the end of the desktop software 30-day trial period, you have the option of subscribing to the program. You will not be automatically charged any money at the end of the trial period. The subscription can be paid monthly or yearly. If you are ...
Why should I back up my files?
Keeping your financials secure is critical to all business owners and is therefore very important to us. We trust that you are backing up your financial records to a USB or external hard drive. It is recommended that you backup your Cashflow Manager ...
Uninstalling Cashflow Manager
Windows 10 1. Click on the [Start] button 2. Select [Settings] 3. Select [System] 4. Select [Installed Apps] 5. Click on [Cashflow Manager] 11 or 12 6. Click on [Uninstall] Windows 11 1. Click on the [Start] Button 2. Select [Settings] 3. Click ...
Password protect your files
How do I create Passwords for my file? In Cashflow Manager you have the ability to set up a Password for each Section. You will need to start with an Administrator password. 1. Click on [File] 2. Click on [Password] 3. Click on [Admin] 4. Admin ...
How Do I Change The Computers Display Settings?
Cashflow Manager is compatible with the computers display setting at 100%. Windows 10: 1. Close Cashflow Manager 2. Click on your windows [Start] button 3. Select [Settings] 4. Select [System] 5. Select [Display] 6. Change to 100% 7. Restart the ...
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 ...
Where is My Data File Located?
Version 12: C:\Users\Username\Appdata\Roaming\CFM\Cashflow12\Data Version 11: C:\Users\Username\Appdata\Roaming\CFM\Cashflow11\Data Version 10: C:\Users\Username\Appdata\Roaming\CFM\Cashflow10\Data Version 9: ...
How do I download and install the program from the website?
Visit the Australian or UK Downloads Centre and select the version you wish to install. If you already have a Cashflow Manager icon pinned to your desktop/taskbar, please remove it before downloading. 1. Click [Save] to save the downloaded file to a ...
My Payments (Money Out) Are Not Showing In The Bank Reconciliation
If your 'Money out' payments have not come into the reconciliation 1. Go to the [Money Out] tab where you entered the payments and 2. check if the totals have been allocated to 'Total Bank Payments' not 'Total Cash Payments' 3. If they are in 'Cash', ...
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 ...
Rename Business File or Account
1. Click on the 'Tools' Menu. Click on 'Options'. 2. Click on 'Rename Account & Business File'. 3. Your 'Current Account Name' and 'Current Business File Name' will appear in shaded grey. 4. Below both these boxes are whiter boxes, where you can type ...
Move transactions to another account or month
If you accidentally record transactions in a wrong month or wrong account, you can move them to the correct location. To move a single transaction, right click on the grey box at the left side of the line you wish to move. To move multiple ...
Will my old files transfer to the latest version?
Yes. You can import Cashflow Manager data from older versions, including Versions 3, 4, 6, 8, 9, 10, 11 and either data (.cf_) or backup (.bc_) files.For information on importing your file to Version 12, click here.
How to Generate an App Password to send emails through Gmail
To set up your Gmail account to send emails through Cashflow Manager, you need to generate an app password, by following these steps: 1. Log in to your Google account 2. Click on [Security] on the left-hand side 3. Click [2-Step Verification] 4. ...
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]. ...
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 ...
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 Change My Printers Paper Size To A4?
Windows 10: 1. Click on your [Start] menu button 2. Select Settings 3. In the Search field, type Control Panel 4. Click on Control Panel 5. Select and open the Devices and Printers option 6. Right click on the Default Printer, and select ...
How Do I Change The Computers Region/Language Settings
Cashflow Manager Programs require the Region Language Options to be set to English (AUSTRALIA). To make sure, or edit, your options to English (AUSTRALIA), using Widows 10: Click on your [Start] button Select [Settings] in the Start Menu Click on ...
How do I speed up my computer and software program?
Cashflow Manager Version 12 speed tips If the speed of your Cashflow 12 Program is slow, check the following: Your computer’s OPERATING SYSTEM – Version 12 is designed only for Windows 7, 8, and 10. Please ensure you are not using XP or Vista. Make ...
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 ...
Cancelling a Software Subscription - Australia
Cancel a Software Subscription by emailing info@cashflow-manager.com or ringing Customer Service on 08 8275 2000 Please note: Software subscriptions include a minimum 12-month period. Cancellation cannot be done until this period expires.
How Do I Run Cashflow Manager on an Apple Mac?
Cashflow Manager is a Windows-based program. However, MacBook, MacBook Pro, Mac Mini and iMac computers can run the Windows PC platform via the following two methods. Option 1: For the budget-conscious: Using software called “Boot Camp”, which can be ...
Recommended System Requirements
Recommended System Requirements Operating System Windows 10 Windows 11 RAM 8GB or more Hard Disk Space 1GB or more Screen Resolution XVGA [1440x900] or higher resolution monitor with 16-bit colour. For information on changing your Display Settings ...
How to Download and Install Cashflow Manager
Downloading and Installing Cashflow Manager software If you already have a Cashflow Manager icon pinned to your desktop or task bar, please remove it before downloading. 1. To download the software, visit the Cashflow Manager Downloads Centre here. ...
How Do I Email From Cashflow Manager?
How do I email from Cashflow Manager? Cashflow Manager offers two main ways to send emails via the program: Sending through your desktop email program (e.g. Outlook) Sending through your web email client To get started, open up your business in ...