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Account Switching

Account switching enables you to switch between KashFlow accounts quickly and easily using one click. Enable Account Switching Enable account switching by going to Settings > Account Switching. Use the text box to enter in the username of the account you want to request access to followed by clicking the Request Access button.…

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Accounting Periods

Accounting periods You will be able to view a client’s current accounting period in Clients > Company Name > Details > Edit Details. The period is also displayed in the client’s own account, in Settings > Company Details, where you can change it by clicking the Manage button on the right-hand side. Once you…

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