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Future Versions
You are cautioned not to place undue reliance on these forward-looking items. Items in this list may be removed and/or updated without notice. [Enhancement] Addition of an Asset manager to Gold version. [Enhancement] Adding dashboards for Profitability and Working Capital. [Enhancement] New Customised invoice layouts option. [Enhancement] Conversion facility to convert Desktop data to the Cloud program. [Enhancement] Addition of a loan register.Version 11.5.2 Fixes
[Fix] Removing receipt that has credit amounts allocated to multiple invoices no longer gives an error.Version 11.5.1 Fixes
[Fix] VAT liability graph on the dashboard now shows correct figures for all financial year starting months.Version 11.5 Fixes
[Fix] Made adjustment to Fraud headers in MTD lodgement data. [Fix] MTD amounts for 'Cashflow Manager Totals' and 'Adjustments' are now correct if more than one account is used..Show Filter
Future Versions
You are cautioned not to place undue reliance on these forward-looking items. Items in this list may be removed and/or updated without notice. [Enhancement] Addition of an Asset manager to Gold version. [Enhancement] Adding dashboards for Profitability and Working Capital. [Enhancement] New Customised invoice layouts option. [Enhancement] Conversion facility to convert Desktop data to the Cloud program. [Enhancement] Addition of a loan register.Version 11.5.2 Fixes
[Fix] Removing receipt that has credit amounts allocated to multiple invoices no longer gives an error.Version 11.5.1 Fixes
[Fix] VAT liability graph on the dashboard now shows correct figures for all financial year starting months.Version 11.5 Fixes
[Fix] Made adjustment to Fraud headers in MTD lodgement data. [Fix] MTD amounts for 'Cashflow Manager Totals' and 'Adjustments' are now correct if more than one account is used..Version 11.4.5 Fixes
[Fix] Made adjustment to Fraud headers in MTD lodgement data. [Fix] MTD VAT box 5 now calculates correctly in all cases. [Fix] Fixed method that gave users "No Connection" message when submitting via MTD. [Fix] Added extra Date validation when submitting via MTD.Version 11.4.4 Enhancement
[Enhancement] MTD readyVersion 11.3.4 Fixes
[Fix] Transaction listing report now shows correct amounts for Vat Zero rated entries. (Blue) [Fix] Transactions split over several columns no longer give incorrect VAT totals in Transaction listing. (Blue) [Fix] The edit VAT menu item now working for all tax types. (Blue) [Fix] Allocations split between VAT and zero rated now show correctly when generating generic export files. (Blue)Version 11.3.2 Enhancements
[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.Show Pagination
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 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.How do I backup my file?
How do I backup my file?
It is recommended that you do a secondary backup to an external location separate from your computer such as a USB drive, external hard drive or an online storage account. To backup your records:- Click on the backup icon or select [File] and then [Backup].
- The backup window will open and will show the default backup path which is C:\Users\”Users Folder”\appData\Roaming\CFM\Cashflow9\Data
- You will then need to click [Save] then [Backup] to complete the backup process.
- Click [File] and then [Backup].
- Click on the [Browse] button and select the drive you wish to save to.
- When the backup has been successful you will see a message saying ‘Backup Complete’
How do I restore my 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 to Cashflow Manager click on the ‘Restore’ icon.
- Click the [Browse] button to select the location of the backup file being restored.
- Select the file and click [Open].
- When you do this, the ‘Restore destination path’ box will automatically fill with the default location for the restoration file. You will not need to change this unless you have previously changed the default restoration path, in which case, you should navigate to the proper folder using the [Change] button.
- Click on the [Restore] button in the lower right-hand corner of the screen.
- When asked if you want to replace the file, click [Yes].
- Click [OK] and you will be returned to the home screen of Cashflow Manager.
How do I change the display settings (DPI) on my computer so I can see all the Cashflow Manager program?
Cashflow Manager is compatible with the smaller 100% DPI settings, so if the settings are incorrect you may not be able to see all the program. Refer to the Windows operating platform you use below, to change your DPI settings: Windows 7- Close Cashflow Manager
- Click on your [Start] button
- Select [Control Panel]
- Ensure you are viewing by small or large icons (drop down menu in right-hand corner)
- Select ‘Display’
- Select ‘100% Smaller’
- Click [Apply]
- Restart your computer
- Close Cashflow Manager
- Click on your [Start] button
- Select [Control Panel]
- Ensure you are viewing by small or large icons (drop down menu in right-hand corner)
- Select ‘Display’
- Select ‘100% Smaller’
- Click [Apply]
- Restart your computer
- Close Cashflow Manager
- Click on your [start] button
- Select [Settings]
- Select [System]
- Select [Display]
- Change the setting to 100%
- Restart your computer