For Accountants

For Accountants
Managing your clients and subscriptions just got easier
This article is specific to our Inner Circle members. If you are a standard user of Cashflow Manager and you are needing assistance with renewing or purchasing your subscription, please call our customer support team on 08 8275 2000. As an Inner ...
How to renew a client subscription
This article is specific to our Inner Circle members who are needing to renew subscriptions for their clients. If you are a standard user of Cashflow Manager and are needing to renew your subscription, please call our customer support team on 08 8275 ...
To purchase subscription for a new client
This article is for our Inner Circle members who are wanting to purchase a subscription through their own portal for their clients. If you are a standard user of Cashflow Manager and you wish to purchase a subscription, please head to the 'Shop' ...
Existing IC Membership Renewal
This article is for our Inner Circle members who are needing to renew their memberships. If you are a standard user of Cashflow Manager please call our customer support team on 08 8275 2000. Renewing your Inner Circle Membership ensures uninterrupted ...
New Inner Circle membership purchase
This article is for our new Inner Circle members who are needing to purchase their membership. If you are a standard user of Cashflow and you are needing to purchase a new subscription, you can go to the 'Shop' section on our website, or ...

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 Pay An Employee? (Hourly & Salary)
Hourly 1. Select the Employee from the Employees home screen and select [Pay Single Employee] on the right-hand side under Functions. 2. Once all information is correct and pay is ready to be processed click on [Calculate]. 3. Make sure your [From], ...

For Accountants | Knowledge Base