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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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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 your based outside the UK to create clients with…

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IRIS KashFlow Connect – Getting Started Step 1 – Setting Up

The first step when getting started with IRIS KashFlow Connect is setting up your account and client default. This guidance 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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IRIS KashFlow Connect – Getting Started Step 2 – Branding

The next step in setting up IRIS KashFlow Connect is branding. Branding allows you to customise how KashFlow appears for your clients and include your logo, colour scheme and various other options. Access this page by going to IRIS KashFlow Connect > Branding. This guidance discusses the main branding options. Applying…

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