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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.
[Fix] Removing receipt that has credit amounts allocated to multiple invoices no longer gives an error.
[Fix] VAT liability graph on the dashboard now shows correct figures for all financial year starting months.
[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..

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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.
[Fix] Removing receipt that has credit amounts allocated to multiple invoices no longer gives an error.
[Fix] VAT liability graph on the dashboard now shows correct figures for all financial year starting months.
[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..
[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.
[Enhancement] MTD ready
[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)
[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.

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  1. To add a new inventory item, press the [+] button at the top right corner of the screen. This will take you to the inventory item detail screen
  2. Type in a unique item code for the product.
  3. Record the description that you want to appear on your invoices in the description field.
  4. Select the tax type to allocate the correct VAT to the product. Note that the description, tax type and sell price can all be changed for individual invoices where the standard option does not apply.
  5. Record the sell price. If you use VAT inclusive prices, record the VAT inclusive sell price.
  6. Press [Save]
Before you get started using the Cashflow Manager mobile invoicing application, make sure you have the latest version of Cashflow Manager installed on your PC.
  1. Download the Cashflow Manager App on your android device from the Play Store.
  2. Create a Microsoft OneDrive account
  3. Run the Cashflow Manager PC software, and setup your mobile connection(s) in Invoice/Tools/Options/Mobile Device Connection.
  4. Click on Initial Sync for each device and [Save].
  5. On your Android Device, open the Cashflow Manager app, answer “Yes” to the opening OneDrive question.
  6. Answer [Yes] to set up sync
  7. Wait for your data to synchronise
You are now ready to start using the Cashflow Manager Invoicing application.
The Cashflow Manager invoicing application can be downloaded from the Google Play Store either on your Android device or computer.
  1. Press the Play Store icon on the device.
  2. In the search bar at the top of the screen search for Cashflow Manager invoicing.
  3. Press on the Cashflow Manager invoicing search record.
  4. Press [Install] and the app will begin installing on your device.
To add a new sales invoice, press the [+] button at the top right corner of the screen. This will take you to the invoice details screen where you can add the invoice details, items and totals.
  1. To add a new inventory item, press the [+] button at the top right corner of the screen. This will take you to the inventory item detail screen
  2. Type in a unique item code for the product.
  3. Record the description that you want to appear on your invoices in the description field.
  4. Select the tax type to allocate the correct GST to the product. Note that the description, tax type and sell price can all be changed for individual invoices where the standard option does not apply.
  5. Record the sell price. If you use GST inclusive prices, record the GST inclusive sell price.
  6. Press [Save]

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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.
[Fix] Removing receipt that has credit amounts allocated to multiple invoices no longer gives an error.
[Fix] VAT liability graph on the dashboard now shows correct figures for all financial year starting months.
[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..
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