fbpx

Currently browsing IRIS KashFlow Connect

Branding

The Branding feature within IRIS KashFlow Connect allows you as the partner to have your logo replace where you would normally see a KashFlow logo in the software. You can also change the colour scheme of the software in order for it to fit in with your practice colours. Effectively it…

Read more

Client Groups

The client groups page in IRIS KashFlow Connect allows you to group your clients into specific client groups. Grouping clients allow you to better organise your clients and to filter them on the clients page. Access this setting by going to IRIS KashFlow Connect > Clients > Client Groups. Creating a Client…

Read more

Client Managers

You can create Client Managers in IRIS KashFlow Connect by going to Your Account > Client Managers. Using this feature you can group clients to specified managers and allow these managers to have their own IRIS KashFlow Connect login. When they log into KashFlow Connect they will only see and have access…

Read more

Clients Overview

The clients tab in IRIS KashFlow Connect is the section which you will use most. From here you can create, manage and control your IRIS KashFlow Connect clients. Access this page by clicking the Clients button from the main menu bar. You will see the Clients tab is your hub for all your clients…

Read more

Configuring Clients

After you have created your clients you will then need to edit their individual settings and set up things like VAT, enter or import any data if required and then proceed to managing them. You can do all this and more on the client details screen. Access this by going…

Read more

Create a Client

The create a client in IRIS KashFlow Connect is used to create new KashFlow accounts for your clients. Creating an account here will create the account using your default settings and default nominals and also automatically attach them to your IRIS KashFlow Connect profile. Access this page by going to Clients >…

Read more

Creating Clients

This article will talk you through how to set up your clients on KashFlow using the IRIS KashFlow Connect account you just created. We have tried to make this process as easy as possible so your clients should be set up in no time at all. To start, you need…

Read more

Default Nominals

The default nominals screen in IRIS KashFlow Connect can be used to define a default set of nominal codes that will be used when creating a new client via IRIS KashFlow Connect. You can also create custom sets of nominal codes that you can apply to different clients. Access this…

Read more

See how KashFlow works with your business and your books