← Back to STEP 1 You need to have Sage installed on the same computer you’re running the Export Wizard on and have Manager Access to the Sage company account. Download the Sage Export Wizard from here. The file either downloads automatically or you’re prompted to save it to your “Downloads”…
Read moreThe following article explains the reasons as to why your Trial Balance may not have equal Credit and Debit amounts, along with what you can do to find then rectify this. Preparation Before continuing, you will need to have the following at hand: Access to the Trial Balance for the…
Read moreThis article will detail the fundamental components of your Customer’s details. To view a particular Customer’s details you will first need to do the following: Customers > Click on the Customer with the details you wish to review You will be directed to the respective Customer’s detail screen which will include…
Read moreAlthough we supply the means for you to record the fundamental information of your Customers, we understand you may on occasion want or require the capacity to record further details. Kashflow allows this by allowing you to create up to 20 additional Custom Fields to appear under your Customer’s “Other…
Read moreThe Supplier Details screen (also known as the Supplier Profile) is where you input all the information like address, email address etc and enable various settings relevant to this supplier. Access this by going to Suppliers > Choose a supplier. If you haven’t already added a Supplier then go to…
Read moreIn the new KashFlow, we’ve taken time to refine the settings area and reorganise them somewhat and remove some unused settings entirely. This section details some removed and modified settings and functionality. We’ll be doing significant work to how settings are managed and available within the application in the near…
Read moreNow that your client is all set up, the last thing you’ve got to do is manage them and run their reports when required. IRIS KashFlow Connect makes this quick and simple. To start, go to IRIS KashFlow Connect> Clients > Choose your client> Reports. Reports Use the Reports button to run…
Read moreThis guide will talk you through how to Add a New Supplier in KashFlow. To add a new supplier, first click Suppliers from the main menu bar then simply click the button at the top labelled +Create. On the next screen, fill in the supplier’s name. A supplier code will be automatically created for…
Read moreSee how IRIS KashFlow works with your business and your books
