Frequently Asked Questions

[Enhancement] Added Invoice number to subject when emailing. (Blue) [Enhancement] Added button to email invoice statements from Customer screen.  (Blue) [Enhancement] Unlock code can be copied from email and pasted in to program when unlocking. [Enhancement] Dashboard graphs now load in background to speed up file loading times.
[Enhancement] New User interface throughout the program [Enhancement] New left side navigation menu allows user to navigate between sections with a single click [Enhancement] New Business Dashboard provides a visual snapshot of your business in single page [Enhancement] Click through option for Dashboard graphs. Clicking on a graph in Dashboard will take user to corresponding report [Enhancement] Added Business Budget lets you set up a budget for your whole business rather than by account [Enhancement] Ability to edit grid font size based on your preference. [Enhancement] Colour scheme changes for more enjoyable bookkeeping. [Enhancement] The addition of a ‘Private Use’ section to separate business and personal expenses. [Enhancement] You can now set up reminders to appear within the program. [Enhancement] Map bank statements for auto-allocation of income and expenses. [Enhancement] A variety of reports can “Drill-Down” collective amounts and transactions. This allows the user to locate and view individual transactions that make up these amounts. [Enhancement] You can create email message templates to auto-fill the message.
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 files every month or each time you finish working with the program. Backing up your file minimizes the loss of data if you experience a sudden power loss or if your computer should fail.
Yes. You can import Cashflow Manager data from older versions, including Versions 3, 4, 6, 8 and 9 and either data (.cf_) or backup (.bc_) files.
  1. Select ‘Create New Business’. A message will then appear asking if you have an existing Cashflow Manager file you wish to import.
  2. Click [Yes] to import an earlier version file.
  3. Then click [Next].
  4. Type in the name of your business.
  5. Then click [Next].
  6. Click on the [Browse] option when prompted, to select a Cashflow Manager file to import. It will automatically look for Cashflow Manager v11 data files (.c11) or Backup files (.b11). Navigate to the location of your older Cashflow Manager file (you can import files from version 3, 4, 6, 8 or 9).
  7. When you have selected the correct file, click the [Open] button to return to the Cashflow Manager wizard.
  8. When you are ready to proceed, click [Next].
  9. A window will appear, so you can select the location for your new file. It will automatically default to the Version 11 Data folder. It is recommended to select this location.
  10. Click on [Save] to save your file.
  11. Your file will be imported, and the new Version 11 file will be created.
  Note: Version 8 and 9 had one business file whereas prior versions had separate files for each bank account. If you are importing from an earlier version to 8 or 9, you will need to import each bank account file.