Managing your subscription
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. For further ...
Adding your business details to the Accountant Map
What is the Accountant Map?We receive lots of enquiries from our customers asking for us to refer them an accountant that's an expert with Cashflow Manager. To assist with this, we have added a tool to the Accountant Portal allowing you to submit ...
How to cancel/unsubscribe from your trial
To cancel your free trial, please contact the Customer Engagement Team on 08 8275 2000. They are available to take your call from 7am - 7pm Monday to Friday.
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]. ...
My Account
My Account gives you the functionality to manage your Cashflow Manager subscription including being able to update your contact and payment details. To update your subscription and contact details, first long into your My Account: The username will ...
Adding business files to your subscription
If you are using a Cashflow Manager to service more than one Business Entity, you will need to add those Business Entities to your subscription. This can be done either from the Cashflow Manager desktop application, or through My Account on the ...
How do I update my payment details?
Changed your credit card details? Log on to your My Account and update your subscription so you don't lose access to Cashflow Manager. This takes about five minutes. If you have already set up a password, log in at this link: My Account Or, if you ...