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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…

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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…

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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…

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Introduction to IRIS KashFlow Connect V2

Welcome to your new IRIS KashFlow Connect. We have been hard at work developing a new, faster, modern KashFlow Connect and are happy to announce that we’re ready to introduce this to your workflow. This page is a centralised resource where you can find out what’s new in the new…

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Managing Clients

Now 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…

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Setting Up Your IRIS KashFlow Connect Account

The first step when getting started with IRIS KashFlow Connect is setting up your account and client default. This guide will talk you through all the required steps. If you’ve not already done so register for an account by click here. Default Nominals The first step is to prepare your default…

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