Bank Feeds – Accountants

With bank feeds, we’ve introduced a unique feature to KashFlow Connect that allows you full control over what clients do or don’t have access to bank feeds. We’ve introduced these options in IRIS KashFlow Connect.

Setting all new clients to have bank feeds enabled or disabled by default

When creating new clients via IRIS KashFlow Connect, you can choose to have all new clients created have bank feeds enabled or disabled by default. Do this by logging into IRIS KashFlow Connect > Settings > Client Defaults > Ticking / Unticking the option for bank feeds.

Google Chrome

Enabling or disabling bank feeds on a per client basis

To enable or disable bank feeds functionality on a per client basis, log into IRIS KashFlow Connect > Clients > Details > Actions > Access to Settings > Ticking / Unticking the option for bank feeds will show or hide the option for bank feeds.

Google Chrome 2

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