Release Notes


CASHMANAGER 2019 (CM2019.0.4.0)

26 November 2019



New Features


CashManager now uses a new Firebird Database

This change allows us to move closer to introducing drill down reporting and full multi-user in the future.

IMPORTANT NOTE: If you are running CashManager on a local server or through a shared network folder the Firebird software must be installed on the server where the CashManager Data is stored. Once this is done you will then need to set the database location correctly in the Cashwin.ini file. Please call our support team for more assistance with this.

The Borland version is available on request if you prefer to stay with this older version


Delete ‘Inactive’ Customers & Suppliers

Many of you have Customers or Suppliers in CashManager that have had no activity for some years. Provided the customers/suppliers have a balance of zero - you can now choose to delete those with no activity for the last 1 year, 2 years, etc, right through to the last 7 years. See Customers, Delete Inactive Customers or Suppliers, Delete Inactive Suppliers on the menu.


Delete 'Inactive' Products

Do you import your product lists and have hundreds of product items in CashManager that you have never sold? Or products that you simply no longer sell?  Use the Customers, Delete Inactive Products on the menu to remove all products that are not connected to any invoices.  This will speed up the invoice creation process considerably.




You can now reconcile past the end of the current financial year

You can now keep up to date with your bank reconciliations while you wait for your final data to be entered into CashManager before rolling over into the next financial year. In Setup, Options, Preferences, make sure that “Allow future dated transactions” is ticked, and then you can continue reconciling into the next financial year before you have rolled over.


Bank Reconciliation – more information is shown in the ‘Ticking off screen’

All bank reconciliation screens now show the Closing Date being reconciled to at the top of the ticking off screen along with the Bank Account number being reconciled.


Data Entry. New ‘% Split’ button

When entering or editing bank transactions there is a new % split button located just under the ‘Total’ box. This brings up the drawer or payee record and allows you to set up the dissection split defaults and save them for future entries related to entity. If you do not want to save the split just do your dissections as you always have (ie: don’t choose the % Split button. If you need to alter the percentage split details or chart of account codes use for the drawer or payee you can do this in Setup, Maintain Names and Lists, and in Show - select the Names list.


Quicker backups

At the request of many customers we have removed some of the prompts from the backup process to make it faster. CashManager will now validate the files without prompting (if this has been selected in Setup, Options, Preferences), and the go straight to the Backup window. You will only be notified if there are errors.


New setting - Do not Tab to reference field in banking

In Setup, Options, Preferences you can now choose ‘Do not tab to reference in banking (when reference incrementing is on).  When this is ticked the tab key will not move into the Reference box instead going to the Payee/Drawer box.


New setting - Do not increment reference in banking

In Setup, Options, Preferences you can choose “Do not increment reference in banking to stop the bank transaction references from incrementing by 1.  This is useful for people who like to enter the Statement Number into the Reference field – and keep this constant for all bank transactions in that bank statement.  When this setting is activated Cheques are the only bank items that will continue to increment by 1 as each cheque number must match that shown in the cheque book.


Bank transactions reference numbers can now be 9 digits

We have increased the Bank transactions reference number field to 9 digits.




Customer Ledger report

There is now an option to email the ledger report to individual Customers. Choose Customer, Reports on the menu, and then select the Customer Ledger Report option. In the settings for this report tick the ‘Email to customers’ check box. Then choose the Email Reports button which brings up a list of your Customers so you can select the ones who are to receive the report. When you choose Accept the reports are created and loaded into the bulk emailing screen to be sent.


Bulk Emailing Invoices – Updates all when an email is changed

If you change the email address of a Customer in the Bulk Emailing screen CashManager now searches the email list for any other occurrences of the old email and updates them with the new one.


CashManager now imports ‘Jobber’ invoices

‘Jobber’ invoices can now be imported using the Customer, Import, Import Other Invoices from the menu.


‘Do not remember last Supplier used when adding invoices’

Supplier Invoicing has always remembered the last supplier used when adding invoicing.  There is a new checkbox in Setup, Options, Suppliers called ‘Do not remember last Supplier used when adding invoices’ – if this is ticked the last supplier used will be cleared after you choose Accept on the current invoice being entered.


Job Numbers can now have a default set for each invoice

When creating Customer & Supplier invoice you can now select your Job Number in the header area and this is transferred into each line item as you add them.  You can change header Job Number at any time and CashManager will ask if you wish to update all Job items for the invoice or just the Job Number from that point on.


CashManager 2018 Release Notes (pdf)

CashManager 2017 Release Notes (pdf)