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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 > Create an Account.

OrbitAccounts - Clients - Create New Account

Creating an Account

The next page will allow you to create the account. Use the details on this page to;

  • Username – this is the clients username that they will use to log into KashFlow
  • Company Name – this is the client Company Name and will appear in your client area and on their company details
  • Email Address – this is the clients email address where all your IRIS KashFlow Connect communications will be sent as well as KashFlow login details
  • Password & Memorable Word – use these to set a password and memorable word for the clients KashFlow account, the client can later change this in KashFlow > Settings > Change Password. You can also direct your client here for help.
  • Nominal Codes – use the drop down here to select which nominal codes to use when creating the client account. You can define your default nominals for new clients in IRIS KashFlow Connect > Clients > Default Nominals. Please note that you cannot switch nominal sets once the account has been created. If you wished to alter the nominal codes after the account has been created you would have to do so manually.
  • Welcome Email – ticking this box sends the client a welcome email that contains their login details. You can alter the welcome email in IRIS KashFlow Connect > Settings > Welcome Email.
  • Send Auto Emails – ticking this box sends the client the automatic emails you’ve configured in Settings > Auto Emails. These contain useful tips for using KashFlow.

When ready, click Create. This will direct you to the client details page.

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