Frequently Asked Questions

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] 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.

No. We do not access your computer. Our software uses your internet connection to communicate with our servers to validate your licence status. We keep our products continually updated and where a product is no longer licenced or supported our smart technology prevents further access.

Make sure you are up to date with your payment. Cashflow Manager uses a subscription model, allowing customers to always have the latest software and taxation reporting capability. If you are behind with your payment, contact us now to regain access to your Cashflow Manager program. Alternatively, please contact the CARE Support Team.

No. We do not see or store your business financial records. If using the desktop program, you will need to backup your data and email it to us, for access. Alternatively, if using the Cloud program, you may give our CARE Support Team permission and allow us to login to access your files should you wish.

Cashflow Manager is designed to run on a Windows based, PC computer operating Windows 7, Windows 8 or Windows 10. If you are a Mac user, it is possible to use Cashflow Manager with one step to complete prior to downloading the program.

Option 1:
Open ‘Boot Camp’. You will find the Boot Camp Assistant app in the Utilities folder of your Mac. Once Boot Camp is installed you will be able to install Windows 7, 8 or 10 on a separate partition. You will then be able to install your Cashflow Manager software.

Option 2:
You will need to purchase software, called Parallels or VMware Fusion, which allows you to install Windows 7, 8 or 10 onto your Mac. This program can be placed in the program dock and opened at any time while working within a Mac environment. You can toggle between the two platforms (Mac or Windows) as necessary.

You will need at least 150MB of hard disk space on your computer for your program and tutorial files.

Cashflow Manager is designed to run on a PC computer running Windows 7, Windows 8 or Windows 10. The program requires at least 4GB of RAM with a XVGA [1024×768] or higher resolution monitor with 16-bit colour. You will need at least 150MB of hard disk space on your computer for your program and tutorial files.