General FAQs

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. www.cashflowmanager.co.uk/contact-us/

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.

Visit the Cashflow Manager Downloads Centre and select the version you wish to install.

  1. Click [Save] to save the downloaded file to a location of your choice on your computer (e.g.: downloads folder).
  2. Once the program file has finished downloading, navigate to the location to which you saved it.
  3. Double-click on the file.
  4. Click on ‘More Info’ and then click on ‘Run Anyway’.
  5. Follow the easy installation wizard to finish the process. Once the program has installed, a program icon will be created on your desktop.
  6. Double-click on the Cashflow Manager desktop icon and away you go!

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.