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…
Read moreThe 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…
Read moreThis 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. …
Read moreYour 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…
Read moreYou can create additional users in IRIS KashFlow Connect by going to Your Account > Additional Users. By using this feature you can group clients to specified additional users which will then allow them to have their own IRIS KashFlow Connect login. When they log into IRIS KashFlow Connect they will only…
Read moreThis article gives guidance on how to reset your Orbit Accounts password
Read moreVAT Dashboard You are able to submit VAT returns for more than one client at a time from the VAT dashboard in your IRIS KashFlow Connect account. From this window you will see two tabs; one for your MTD registered clients and one for any non-registered MTD clients. From the…
Read moreIf 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…
Read moreSee how IRIS KashFlow works with your business and your books
