Currently browsing IRIS KashFlow Connect

Default Settings

The 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…

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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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Invite Clients

The invite clients page on IRIS KashFlow Connect allows you to invite new clients to sign up for a KashFlow trial via a custom e-mail. This e-mail contains a link that will allow clients to create a new KashFlow account and automatically be linked to your IRIS KashFlow Connect client…

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IRIS Accounts Production – Trial Balance Import

This topic explains how to automatically import a KashFlow trial balance into Accounts Production. From version 11.3.1, client data from KashFlow can be linked to Accounts Production. Trial balance figures can be automatically imported into Accounts Production. This feature is only available to an Accountant with a KashFlow Connect Account. …

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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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KashFlow Connect – Detaching Clients

If you no longer wish to continue managing the Bookkeeping data of a client you can “Detach” the client from your KashFlow Connect account.  There are a few things that you would need to be aware of prior to detaching your client. Outstanding Licence If you have applied a paid…

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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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