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IRIS KashFlow Connect – Client Groups

The client groups page in IRIS KashFlow Connect allows you to group your clients into specific client groups. Grouping clients allow you to better organise your clients and to filter them on the clients page. Access this setting by going to IRIS KashFlow Connect > Clients > Client Groups.

Google Chrome

Creating a Client Group

Create a client group by going to IRIS KashFlow Connect > Clients > Client Groups. From here, click the Add New button to create a group. Give the group a name and click Update. If you ever want to rename this group simply click the Edit button.

OrbitAccounts - Clients - Groups

Adding a client to a group

To add a client to a group go to IRIS KashFlow Connect > Clients > Click the Details button next to a client > Click Actions > Click Edit Details > Use the Group dropdown to assign a client to a group > Click Update. The client is now added to the group.

Filtering your clients by group

To filter your clients by group, go to IRIS KashFlow Connect > Clients > Use the Client Groups drop down to select a group. The clients belonging to this group will be shown below.

OrbitAccounts - Clients 6

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