KashFlow Basics Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/genral/kashflow-basics/ Accounting & Payroll | Free Trial - No Card Required‎ Thu, 24 Aug 2023 14:18:41 +0000 en-GB hourly 1 https://wordpress.org/?v=6.4.3 https://www.kashflow.com/wp-content/uploads/2019/11/kashflow-icon-2.png KashFlow Basics Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/genral/kashflow-basics/ 32 32 KashFlow Multi User Enhancements October ’17 https://www.kashflow.com/support/kb/kashflow-new-user-interface-multi-user-beta/ Wed, 04 Oct 2017 12:00:56 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=63249 Introduction to Multi-User Enhancements We’ve made improvements to how you manage the additional users who access your account. You can now set access permissions to your users based on their role within your business and your users will be able to manage their own profile. Our new audit trail report will show you the tasks users […]

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]]> Accounting Periods https://www.kashflow.com/support/kb/accounting-periods/ Tue, 13 Sep 2016 11:03:44 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=74879 Accounting periods You will be able to view a client’s current accounting period in Clients > Company Name > Details > Edit Details. The period is also displayed in the client’s own account, in Settings > Company Details, where you can change it by clicking the Manage button on the right-hand side. Once you define a client’s previous accounting […]

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]]> Opening Balance : Debtors and Creditors https://www.kashflow.com/support/kb/opening-balance-debtors-and-creditors/ Tue, 29 Sep 2015 09:56:40 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=72172 An Opening Balance for a Debtor or Creditor defines a Customer or Supplier Balance from the day you wish to begin recording data within your KashFlow account. This can be done either collectively or on an individual basis, though both will require you have a Suspense Account Nominal Code set-up. Setting up the Suspense Account […]

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]]> Money Owed to You/You Owe not displaying not matching when drilled down https://www.kashflow.com/support/kb/money-not-matching/ Thu, 26 Feb 2015 17:30:42 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=70516 The Dashboard will display Money Owed to You / Money You Owe. In most cases, the Money Owed to You will represent Unpaid and Overdue invoices. The Money You Owe will represent Unpaid or Overdue purchases.   If any of the amounts on the Dashboard do not represent these figures accurately when drilled down, this […]

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]]> Dashboard https://www.kashflow.com/support/kb/dashboard/ Mon, 21 Apr 2014 10:45:02 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=66091 The Dashboard lets you see at a glance critical information about your business, and perform common actions instantly. The dashboard is split into two columns and contains modules that are essentially windows or cards of specific business information that link to their appropriate section. Basics The dashboard is split into two columns, each column contains […]

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]]> Recording Purchase Payments https://www.kashflow.com/support/kb/recording-purchase-payments/ Mon, 08 Apr 2013 13:21:47 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61857 This guidance advises on how to apply a payment to an existing purchase. You will first need to select the purchase you want pay off by clicking Purchases and then select your purchase form the list, or run a quick search for it in the search box. The payment can all be arranged and processed in […]

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]]> International KashFlow User Setup https://www.kashflow.com/support/kb/international-kashflow-user-setup/ Wed, 13 Mar 2013 10:18:53 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61305 Your KashFlow account can be configured for US/international taxes and currency by default, it just takes a few minutes CHANGE COMPANY DETAILS Via Settings > Company Details > Home Currency Set your default currency to your local currency Change the date format to mm/dd/yyyy if required Telephone numbers can be entered in any format you wish The postcode box can […]

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]]> Document Customisation – PDF Themes https://www.kashflow.com/support/kb/pdf-themes/ Mon, 25 Feb 2013 13:51:31 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=60976 KashFlow allows you to customise your documents. You can include a Logo, a Background Image, change the Font Colour and more. Documents refer to Invoices, Quotes, Purchase Orders, Packing Slips, Remittance Advice and Payment Receipts. Basics Access your document settings by navigating to Settings > PDF Themes Here, you can modify an existing theme by clicking […]

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]]> Document Customisation – Logo, Background & Text https://www.kashflow.com/support/kb/logo-2/ Thu, 31 Jan 2013 00:02:50 +0000 http://www.kashflow.com/?p=562 This article explains how to upload your logo to KashFlow to use on your invoices.

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]]> Searching KashFlow https://www.kashflow.com/support/kb/searching-kashflow/ Tue, 01 Jan 2013 07:14:45 +0000 http://www.kashflow.com/?p=341 This article explains how to use the global search functionality of KashFlow

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]]> Logging Into KashFlow https://www.kashflow.com/support/kb/logging-into-kashflow/ Sun, 30 Dec 2012 00:00:00 +0000 http://www.kashflow.com/?p=252 This article explains how to log into KashFlow

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]]> Transaction Locking https://www.kashflow.com/support/kb/transaction-locking/ Sat, 29 Dec 2012 18:06:27 +0000 http://www.kashflow.com/?p=192 This article describes how to enable transaction locking to prevent payments and transactions from being modified.

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]]> Add a new customer https://www.kashflow.com/support/kb/getting-started-customers/ Sat, 08 Dec 2012 23:16:49 +0000 http://www.kashflow.com/?p=103 This article describes how to add a customer

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]]> Customers Screen https://www.kashflow.com/support/kb/customers-screen/ Sat, 08 Dec 2012 21:11:09 +0000 http://www.kashflow.com/?p=96 The Customers screen is where you can see a list of all your existing customers and add new ones too.

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