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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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The Cashflow Manager invoicing application can be downloaded from the App Store on your iPhone or iPad.
  1. Press the App Store icon the your iPhone/iPad.
  2. Tap the search icon and in the search bar type in ‘Cashflow Manager Mobile Invoicing’. Tap [Search].
  3. Select the search result when it appears.
  4. Tap [Free} and then [Install]. The app will then start installing on your device.
  1. Click [Tools].
  2. Click [Invoice Setup Wizard].
  3. Choose ‘Create new invoice template’.
  4. Enter a name for template and click [Next].
  5. On this screen you can edit any details relevant to your business by clicking [Edit]. Make sure you click [Save] after making any changes. When you are happy with edit click [Next]
  6. Choose ‘Yes’ to include remittance advice. Click [Next]
  7. Choose which company details to print on remittance advice. Click [Next]
  8. Choose your customers details to print on remittance advice. Click [Next]
  9. Choose the Invoice Details you would like to appear. Click [Next]
  10. Choose "Yes" to adding Direct Deposit/EFT to remittance bank. Enter in your relevant Bank details. Click [Next]
  11. Choose ‘Yes’ to accept credit cards. Tick the relevant boxes. Click [Next]
  12. You may add a logo on this page. It needs to be a JPG file and no larger than 339 x 154 pixels.Click [Browse] and navigate to where logo is saved on your computer
  13. You may preview your invoice here by clicking [Preview].
  14. Click [Save Finish].
  15. Invoice Layout "name" Saved. Click [OK].
  16. Select [Yes] to set this as your active layout.
  1. Select the supplier’s name from the list and click on [Purchase Invoices] on the right-hand side of the screen.
  2. Click on [New] on the right-hand side of the screen.
  3. Type in the details of the invoice and click [Save].
  4. Once the purchase invoice has been saved click [Lock]. No further changes can be made to this purchase invoice.
  1. Click on [Add Item] on the right-hand side of the Inventory list.
  2. Fill out the details for the item. When all information has been entered, click on the [Save] button in the bottom right-hand corner of the screen. If you wish to add another item, click on [Save & New].
  3. The item will now be added to the Inventory list.
  1. Select the customer from the customer list and click on [Money In].
  2. A window will appear with a list of invoices for this customer. Click in the ‘Amount Received’ box and type in the amount. Click on [Save].
  3. If you would like to transfer your receipt to Cashflow Manager, tick the box that reads ‘Transfer to Cashflow’ and select the account. If you do not want to transfer the amount, do not tick this box.
  4. If the receipt has been added correctly click on [Save] in the bottom right-hand corner of the screen.
  5. Click [OK] and the receipt will be added.

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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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