Knowledge Base

Find support notes, detailed instructions and answers to your frequently asked questions on Cashflow Managers’ range of small business accounting software.

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General FAQs

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.
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?

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:
  1. Click on the backup icon or select [File] and then [Backup].
  2. The backup window will open and will show the default backup path which is C:\Users\”Users Folder”\appData\Roaming\CFM\Cashflow9\Data
  3. You will then need to click [Save] then [Backup] to complete the backup process.
To backup to a USB or external harddrive:
  1. Click [File] and then [Backup].
  2. Click on the [Browse] button and select the drive you wish to save to.
  3. When the backup has been successful you will see a message saying ‘Backup Complete’
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.
  1. To restore your backup file to Cashflow Manager click on the ‘Restore’ icon.
  2. Click the [Browse] button to select the location of the backup file being restored.
  3. Select the file and click [Open].
  4. 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.
  5. Click on the [Restore] button in the lower right-hand corner of the screen.
  6. When asked if you want to replace the file, click [Yes].
  7. Click [OK] and you will be returned to the home screen of Cashflow Manager.
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
  1. Close Cashflow Manager
  2. Click on your [Start] button
  3. Select [Control Panel]
  4. Ensure you are viewing by small or large icons (drop down menu in right-hand corner)
  5. Select ‘Display’
  6. Select ‘100% Smaller’
  7. Click [Apply]
  8. Restart your computer
Windows 8
  1. Close Cashflow Manager
  2. Click on your [Start] button
  3. Select [Control Panel]
  4. Ensure you are viewing by small or large icons (drop down menu in right-hand corner)
  5. Select ‘Display’
  6. Select ‘100% Smaller’
  7. Click [Apply]
  8. Restart your computer
Windows 10
  1. Close Cashflow Manager
  2. Click on your [start] button
  3. Select [Settings]
  4. Select [System]
  5. Select [Display]
  6. Change the setting to 100%
  7. Restart your computer

Program Updates

[Fix] Net Cashflow Graph on Dash board now displays current financial year correctly. [Fix] Adding new column to all accounts in Accountant export file now works.
[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.