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 moreThe 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 moreThe 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 moreAfter 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 moreThe 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 moreThis 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 moreThe 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 moreThe Default Settings page allows you to define a set of default settings that all new clients that you create will be set up with. This can be used to disable access to certain settings (i.e. VAT options, dropbox) or if you’re based outside the UK to create clients with…
Read moreSee how IRIS KashFlow works with your business and your books
