KashFlow FAQ Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/genral/faq/ Accounting & Payroll | Free Trial - No Card Required‎ Tue, 17 Sep 2019 15:57:59 +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 FAQ Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/genral/faq/ 32 32 WalkMe https://www.kashflow.com/support/kb/walkme/ Thu, 27 Sep 2018 15:13:06 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=81979 KashFlow believes in empowering you to effectively and efficiently do your job. We know that systems and processes can be confusing, we’ve listed to your feedback, and we’ve found the solution! Today, we’re excited to introduce WalkMe. What is WalkMe? WalkMe is a tool that layers on top of KashFlow and provides on-screen process guidance […]

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]]> 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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]]> Charities Using KashFlow https://www.kashflow.com/support/kb/charities-using-kashflow/ Wed, 11 Mar 2015 13:13:09 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=70631 KashFlow is suitable for many organisations, including charities. If you are a registered charity, and would like to use KashFlow, we can offer you 6 months free usage. To get your 6 months free, set up your KashFlow account, and email support@kashflow.com with the following information:- Your KashFlow username Your registered charity number Your website address […]

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]]> Changing from Sole trader to Limited company https://www.kashflow.com/support/kb/changing-from-sole-trader-to-limited-company/ Thu, 09 May 2013 09:15:51 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=62175 When your company changes from Sole trader to a limited company or vice versa, we recommend that you open a new KashFlow account for your limited company to keep everything separate. Then you can export suppliers and customers from your sole trader account by going to Reports> General Reports> Sage Export. You can request the […]

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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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]]> Multi-Currency Bank Accounts https://www.kashflow.com/support/kb/multi-currency-bank-accounts/ Wed, 30 Jan 2013 17:15:36 +0000 http://www.kashflow.com/?p=525 This article provides information on the current status of multi-currency bank accounts in KashFlow

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]]> Automatic Log Out https://www.kashflow.com/support/kb/automatic-log-out/ Wed, 30 Jan 2013 16:51:54 +0000 http://www.kashflow.com/?p=515 This article provides details on KashFlow's one hour log out feature

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]]> Multiple Businesses on one KashFlow Account https://www.kashflow.com/support/kb/multiple-businesses-on-one-kashflow-account-2/ Wed, 30 Jan 2013 15:47:38 +0000 http://www.kashflow.com/?p=505 This guidance explains on how to get a multiple business discount on a subsequent KashFlow subscription

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]]> Decimal Places & Rounding https://www.kashflow.com/support/kb/decimal-places-rounding/ Wed, 30 Jan 2013 13:37:20 +0000 http://www.kashflow.com/?p=498 This article explains the current decimal places limitations and how rounding is performed.

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]]> Maximum Characters Limits https://www.kashflow.com/support/kb/maximum-characters-limits/ Wed, 30 Jan 2013 13:35:50 +0000 http://www.kashflow.com/?p=497 This guidances advises on maximum character limits for fields in KashFlow

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]]> Trial Extensions https://www.kashflow.com/support/kb/trial-extensions/ https://www.kashflow.com/support/kb/trial-extensions/#respond Sun, 30 Dec 2012 20:40:36 +0000 http://www.kashflow.com/?p=299 This article advises on trial extensions for KashFlow.

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