Knowledge Base: Your Cashflow Manager Help Centre

You spoke, we listened, and now we would like to introduce you to Knowledge Base, our online Cashflow Manager Help Centre.

Cashflow Knowledge Base

This centralised hub, which you can access direct from the support tab on the Cashflow Manager website, gives you instant access to helpful information on all Cashflow products, from installing the latest software update to handy hints and tips for setting up and using Invoice Manager.

Access Knowledge Base direct from the Cashflow website

Knowledge Base is updated regularly with new information direct from our Customer Experience team and is driven by real-life challenges customers are experiencing today, making it an invaluable resource on those occasions when you need a helping hand to get the most out of a feature or troubleshooting.

Knowledge Base is completely searchable making it easy for you to find the information that you need fast. Simply click on the spyglass icon at the top of the page and enter your search query, for example <How do I set up a customer in Invoice Manager>, press return and all results relevant to your search query will be displayed.

Using the search function in Knowledge Base

You can then click on the most relevant article to your search query and get the answer or help you require.

Article in Knowledge Base

The great thing about Knowledge Base is that it is continuously updated with all of the latest hints, tips and tricks on how to get the best from your Cashflow product, so when you need answers fast Knowledge Base should be your first stop.

We are always looking for ways to improve your Cashflow Manager experience, so if you have any feedback on Knowledge Base let us know in the comments below.

Comments (6)

  • Alison Dobson Reply

    When I completed my quarterly VAT return at the end of June, 2019, and sent it digitally to HM Customs and Excise at the press of a button (after finding it difficult to work out what to do as requested for numbers etc – not clear at all), there was no confirmation as far as I could see to show me that HM Customs had received my submission. Previously when I completed the return and sent it to them directly online I was given this confirmation and also told the date that the amount owed would be collected from our bank account. It was only when I contacted HM Customs on another VAT matter that I was able to check with them that the return had been received successfully and was given an approximate date when the amount would be taken by Direct Debit. They said it was the responsibility of our software provider to provide this information. Does Cashflow Manager show this and if so where should I look – if not please look into providing this as it is our responsibility to make payments and we need to know for certain that our return has been received by HM Customs. It is also useful to know when they will take the money owing.

    06/08/2019 at 9:40AM
    • Maddi Reply

      Hi Alison,
      If a VAT submission is successful, a message pops up and says “VAT successfully submitted. Would you like to view your VAT Bill Payment options?”. If the user responds with a ‘Yes’ to the message, you are automatically guided to the following URL where you can make payment. I will send you an email with the guide on this process.

      07/08/2019 at 1:21AM
  • Catherine MacLennan Reply

    Why am I unable to access my cashflow11. Sometimes it works the message I am receiving is ‘unable to validate your subscription. Please try and open the programme later which is really frustrating

    14/08/2019 at 4:40PM
    • Maddi Reply

      Hi Catherine, This message means can happen if you have low or poor internet connection. If you get this message again, try switching off the internet and going into the program when it is off.

      15/08/2019 at 3:58AM
  • Patrick Bowers Reply

    Hi whilst trying to submit my VAT return for the period 1/7/19-30/9/19 the message ERROR 403 keeps app;earing .
    Please advise as to how this can be rectified.

    20/10/2019 at 2:53PM

Leave a Reply

Your email address will not be published. Required fields are marked *