How to Guides

Backing Up your Data

Back Up Data
Restore Data

Reconciliation Methods

How to Set Up Reconciliation Methods
Bank Statement Import (CSV File Import)
Manual Reconciliation

Email Options

Email Setup
Email Invoices
Email Reports
Emailing your Data Files

CashManager Quick Keys

If you hate using the mouse to navigate around CashManager but love to use the keyboard, here are quick keys to help you make your navigation more efficient.

CashManager Quick Keys.pdf

Installation

Install CashManager for the First Time
Networking CashManager
Update your existing CashManager Installation

Exporting your data

Create a transfer file

Invoicing Matching and Unmatching

Matching transactions