After you have created your clients you will then need to edit their individual settings and set up things like VAT, enter or import any data if required and then proceed to managing them. You can do all this and more on the client details screen. Access this by going to Iris KashFlow Connect > Clients > Details button next to the company name.
You’ll first need to set up various parts of the clients account. Do this by logging into the clients account by clicking the Login button.
The first thing to do in the clients account is to set their VAT settings. You can do that by going to KashFlow > Settings > VAT Settings. From this page you can define which scheme the client is on, an FRS rate if required, their default VAT rate and more. For help with this page please click here.
Chart of Accounts, Nominal Codes & Bank Accounts
If required you can get this individual clients nominal codes from within the clients account. This can be done by going to KashFlow > Settings > Chart of Accounts. For more information on this page within KashFlow click here, similarly you can also set the clients chart of accounts and nominal codes from within Iris KashFlow Connect, more information is available here.
If the client is an existing business then you’ll need to enter opening balances or import existing transactional data. You can do this in several ways;
- Manually Input Data – you can manually input the clients customers, suppliers, invoices, purchases & bank transactions
- CSV Importer – upload the data into the clients KashFlow account using the CSV importer
- Sage Importer – upload the data from Sage 50 into this clients KashFlow account
- Opening Balance Journal – input an opening balance journal for the client.