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IRIS Chart of Accounts

Your KashFlow Chart of Accounts is now fully compliant with IRIS Accounts Production codes. You can assign an IRIS Limited Company chart or an IRIS Sole Trader Partnership chart to new client accounts in KashFlow Connect. Master templates When are you about to add a new client in your KashFlow Connect…

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IRIS KashFlow Connect – Client Details

The client details screen is where you can access all your details on a particular client, manage them and run reports quickly. Access this screen by going to IRIS KashFlow Connect > Clients > Details button next to the client. Overview From this page, use the following options to; Login – Log…

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IRIS KashFlow Connect – 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…

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IRIS KashFlow Connect – Client Managers

You can create Client Managers in Orbit by going to IRIS KashFlow Connect > Clients > 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 Orbit they will only see and have access…

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IRIS KashFlow Connect – Clients

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. This page gives you six buttons and a list of your clients. Using…

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IRIS KashFlow Connect – Create an Account

The create an account page 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…

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IRIS KashFlow Connect – 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…

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