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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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PDF Themes – Additional Text

Typically when specifying formatting or style of PDF Theme elements you are required to edit the HTML and CSS sheets of the PDF Theme, and as the default Classic and Clean options have protected code this further requires you create a new PDF Theme. However, the Additional Text field allows…

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Sales Codes

This article describes what a sales type is, how to add a new one, how to delete and how to set a default sales type for all customers

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