CashManager Online FAQs 

Here are answers to some of your frequently asked questions about CashManager Online:

1. How does the CashManager Online system work?
Your financial accounts are kept on a secure remote server using the latest accounting software and the latest security precautions. The system uses Remote Desktop Protocol (RDP).

There is no need to buy your own software to run on your own computer; instead you pay a monthly subscription fee for accessing the server facilities and your business files. This means you can save on the capital costs of having to keep your own computer hardware and software up to date with the latest versions every few years. 

All online facilities have daily backups, so your data is always safe. You also never need to update your software as this is done automatically, meaning you are always on the latest version.

2. Do I need to be connected to the internet to use CashManager Online?
Yes you do, however the program is not web-based so does not require a browser or you to log into a website. The system uses Remote Desktop Protocol (RDP) (a link we will send you that gives you direct access to our servers).

3. Is there any difference between CashManager Online and the PC based version in terms of functionality?
No, it is exactly the same program. The functionality along with the look and feel remain the same, meaning if you are familiar with the PC based version, there is nothing new for you to learn.

4. Do you have a trial version of CashManager Online that I could look at?
Because there is no difference in functionality and look and feel between CashManager Online the PC based version, it is not necessary for us to provide a trial version. You may download the PC based version from our website which is a full working trial version with a limit of 200 transactions.

5. What are the password requirements for CashManager Online?
There are certain standards that your passwords need to meet. These are listed below:

1. Passwords need to be changed every 365 days
2. Last 3 passwords will be remembered and cannot be reused within this time period
3. There is a minimum requirement of 7 characters
4. Each password must have a minimum of 1 x letter, 1 x number, 1 x Upper case character and 1 x Lower case character

Examples:   Harry123
                      SusanH99

To change your password: Click Start / Settings / Windows Security.

You are then presented with the options Log off or Change Password.

6. How do I find out my operating system (OS) and Service Pack (SP) Level?
Double click on 'My Computer' on your desktop (or through the Start menu). Right click anywhere in the white area of the screen and then select 'Properties'. A screen will then be displayed showing your OS and SP level, as shown below:

7. How do I find out my Printer Driver information?
Your printer driver is a required field in the Sign-up form. This information is essential in order to configure your CashManager system. To find your printer driver, go to Start / Control Panel / Printers & Faxes. Right click on your printer and select Properties. Select the Advanced tab or look for the Driver field. Copy and paste this information into the Sign-up form.

Example:  Canon iR C3170 PCL5c

8. Am I able to use CashManager Online on a Mac?
Yes. We will provide you access to a website where you can access the Remote Desktop Protocol (RDP). You do not need emulation software to run CashManager Online on your Mac. 

9. How do I check my Mac Printer Setup?
When checking your user setup to ensure your printer is set up, online and set as the default printer, click on the printer set up utility (also known as Print Centre or Print & Fax depending on your version of Mac OS X). You can now see what printer is set up, its status (check whether printer is offline etc) and you can click a button to make the printer the default. Clicking on the printer will give you the model and driver version.

10. What payment options are available?
Payments are made by automatic payment or credit card only. Payments are made monthly with your first payment on a pro-rata basis. We will contact you directly to discuss your preferred payment method and provide you with the relevant paperwork. 

11. What happens if something has gone wrong with my data and I want to go back to a date or time to 'start again'?
Most online providers do not provide a 'restore' facility. The description of 'restore' in the Oxford dictionary is 'put back in a former position'. We provide you with a virtual 'H' drive for you to save your own back-ups to, which allows you to restore back to whichever back-up you wish at a time that suits you.

12. Can I retrieve my data if I encounter a problem and accidentally lose it?
Yes you can. With most online facilities you don't have the option to do your own back-up, which means you cannot restore your data without having to re-enter it. CashManager Online allows you to create your own back-up file and save it to your local machine. This means you may restore your data anytime you wish, as long as you have created that back-up previously.

13. What assurance do I have that the online back-up facility can be trusted? I have heard of cases of other providers where automatic back-up copies have proved to be unreadable and virtually useless.
While there may have been some issues with the reliability of automatic back-ups in the past, server technology has improved significantly in recent years. Our back-up facilities are state of the art, and so could be said to be much more reliable than any stand-alone back-up arrangements you might be able to make yourself.

14. So how easy is it to create a back-up?
You may create this with one click of the back-up button which starts the back-up wizard. This will automatically save your back-up to your allocated area on the CashManager server (protected by your username and password). 

15. How do I know that the back-up has worked?
To check that the back-up has worked, you need to do a restore.  The restore option is on the File menu. Take this option and make sure that the location refers to H:\Backup. Follow the simple instructions from there.

16. Can I print off reports at any time, or keep a record of them on my computer?
Yes you can. CashManager Online allows you to print any report locally and email any report back to yourself. Not all online providers offer this functionality. It also allows you to back-up your system via a separate secure internet site, so you can save it onto your local machine.

17. What happens if I decide to terminate my subscription if I'm dissatisfied in any way?
You may terminate your subscription at any time. Please advise us at least 10 days prior to the monthly rollover date (i.e. before the 18th of the month). There are no refunds for rollover payments.

18. Am I able to add another company to my CashManager Online program?
Yes you can. The program is initially supplied with one company, however should you wish to add one or more companies to your program, you may do so at a charge of $15 + GST per company, per month.

19. Am I able to use CashManager Online if I am already an existing CashManager user?
Yes you can, however CashManager Online is separate to your PC based CashManager program, so you will run it completely separately.

20. What if I require support or assistance with my CashManager Online program?
Full support is included in your monthly subscription fee. Our support desk is available from 8am-9pm Monday - Friday.

21. What happens if a newer version of the software is brought out?
Your program is automatically updated to the latest version of software available. This means you do not have to do this yourself and you will always be using the latest version.

22. I'm sold! How do I sign up for CashManager Online?
Signing up for CashManager Online is easy. Click here to complete our online form here. We need to gather a few technical details from you on this form. This is to ensure your system will be configured properly and we can get you up and running asap!