To be able to access and use the Cloud program, you must first subscribe to the Cashflow Manager Cloud.
You can subscribe to the Cashflow Manager Cloud clicking on the Cashflow Manager Cloud application link: https://easy.cashflowmanagercloud.com.au
Subscribing to the Cloud & Create a User ID:
1.Go to https://easy.cashflowmanagercloud.com.au
Here, you will come to the initial Cloud application site, with a [Login] option at the bottom of the screen.
2.Click on [Click here to create a new Cashflow Manager Cloud User ID]
3.A [Subscribe Now] window will appear. Here, you will need to complete the following information:
If you are an Accountant or Bookkeeper, tick the option [I am an Accountant or Bookkeeper interested in working with my clients]. This is a free subscription.
4.Click [Get Started]
5.You have now registered for an account, but you cannot use it until you have verified the account. An email will be sent to you with a link on it to help Cashflow Manager verify your registration.
6.Go to your email inbox for the email address that you registered and open the email you received from Cashflow Manager. Make a note of your username and password and store them in a safe place. You will need them every time you login to Cashflow Manager Cloud.
7.Activate your account by clicking on the link provided or copy and paste it into a browser. When the activate window appears, enter your Username and Password and click [Activate].
You have now activated your Cashflow Manager Cloud account.
Set up your account & complete the subscription
To set up your account & subscription, there are some important steps to go through.
Step 1 – Subscription Plan & Set up Information:here you can select the Monthly Subscription. The other options are only for registered members of Cashflow Manager’s Inner Circle program for Accountants and Bookkeepers, or Affiliates. Enter your business name, your valid ABN number, whether your business is tax registered or not, and select the type of business you have from the drop-down list. There is also an option to select the Accountant Practice Software used by your Accountant. If your specific business type is not listed, just pick the closest one. Select [I have read and accept the End User License Agreement] option to continue.
Step 2 – Accounts: here, you can setup your bank accounts (eg. Bank, Credit). You can have multiple accounts. Select the account type from the list. Give your account a name. Click [Next].
Step 3 – Billing Information, Promo Code, Payment Information:
Follow the prompts to add your Billing Information, Promo Code (if applicable), and Payment Information.
Your Billing Information includes your name, and contact details.
Your Payment Information includes your credit card details.
Once all information is complete, click [Next].
Please Note: the Cashflow Manager Cloud is free for Accountants, Bookkeepers, and Affiliates. They will not need to enter Promo or Payment Information on this screen.
Step 4 – Completion: Your Cashflow Manager Cloud Account and File will now be created, and the following client message will appear regarding your Cloud Plan:
Your Cloud Account and registration will be activated and verified by the Cashflow Manager Administration Team. You will be notified when it is ready for use.