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KashFlow Connect: Bulk Actions

As a Kashflow Connect user you can use Bulk Actions to perform various tasks on multiple clients in a single step, without the need to open and close client details. Bulk actions are available to both Admin & Client Manager roles. From the Client Dashboard you can use bulk actions to: Export Client Details…

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Licenses

In this article, we will take you through your IRIS KashFlow Connect licenses, how to access them and how to use them against your clients. First, let’s take you through how to purchase your licenses. Purchasing your Licenses There are two ways to purchase your licenses. The first is to…

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My Account

In this article, we will talk you through My Account in IRIS KashFlow Connect. In My Account, you can update your details, change your password and see your Credits. To access this you can do so by clicking on the face icon at the top right of your page and…

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