Basics Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/iris-kashflow-connect/orbit-basics/ Accounting & Payroll | Free Trial - No Card Required‎ Thu, 10 Aug 2023 14:50:23 +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 Basics Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/iris-kashflow-connect/orbit-basics/ 32 32 KashFlow Connect: Bulk Actions https://www.kashflow.com/support/kb/kashflow-connect-bulk-actions/ Thu, 26 Nov 2020 09:00:36 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84981 As a Kashflow Connect user you can use Bulk Actions to perform various tasks on multiple clients in a single step, without the need to open and close client details. Bulk actions are available to both Admin & Client Manager roles. From the Client Dashboard you can use bulk actions to: Export Client Details Assign User to Clients Assign […]

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]]> IRIS KashFlow Connect – Additional Users https://www.kashflow.com/support/kb/kfcv2-additional-users/ Thu, 26 Mar 2020 08:30:17 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61398 You can create additional users in IRIS KashFlow Connect by going to Your Account > Additional Users.  By using this feature you can group clients to specified additional users which will then allow them to have their own IRIS KashFlow Connect login. When they log into IRIS KashFlow Connect they will only see and have access to […]

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]]> My Account https://www.kashflow.com/support/kb/kfcv2-my-account/ Tue, 12 Nov 2019 13:12:45 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84210 In this article, we will talk you through My Account in IRIS KashFlow Connect. In My Account, you can update your details, change your password and see your Credits. To access this you can do so by clicking on the face icon at the top right of your page and then to My Account. My […]

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]]> Licenses https://www.kashflow.com/support/kb/kfcv2-licenses/ Tue, 12 Nov 2019 12:50:42 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84199 In this article, we will take you through your IRIS KashFlow Connect licenses, how to access them and how to use them against your clients. First, let’s take you through how to purchase your licenses. Purchasing your Licenses There are two ways to purchase your licenses. The first is to directly pay through the renew […]

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]]> Introduction to IRIS KashFlow Connect V2 https://www.kashflow.com/support/kb/introduction-to-iris-kashflow-connectv2/ Tue, 05 Nov 2019 11:05:40 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84102 Welcome to your new IRIS KashFlow Connect. We have been hard at work developing a new, faster, modern KashFlow Connect and are happy to announce that we’re ready to introduce this to your workflow. This page is a centralised resource where you can find out what’s new in the new application, changes, new functionality, and […]

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]]> Default Settings https://www.kashflow.com/support/kb/kfcv2-default-settings/ Sun, 17 Mar 2013 21:17:39 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61396 The Default Settings page allows you to define a set of default settings that all new clients that you create will be set up with. This can be used to disable access to certain settings (i.e. VAT options, dropbox) or if you’re based outside the UK to create clients with your local settings. Similarly, you […]

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]]> Client Groups https://www.kashflow.com/support/kb/kfcv2-client-groups/ Sun, 17 Mar 2013 20:34:42 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61391 The client groups page in IRIS KashFlow Connect allows you to group your clients into specific client groups. Grouping clients allow you to better organise your clients and to filter them on the clients page. Access this setting by going to IRIS KashFlow Connect > Clients > Client Groups. Creating a Client Group Create a client group […]

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]]> Default Nominals https://www.kashflow.com/support/kb/kfcv2-default-nominals/ Sun, 17 Mar 2013 19:40:47 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61386 The default nominals screen in IRIS KashFlow Connect can be used to define a default set of nominal codes that will be used when creating a new client via IRIS KashFlow Connect. You can also create custom sets of nominal codes that you can apply to different clients. Access this page by going to IRIS […]

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]]> Invite Clients https://www.kashflow.com/support/kb/kfcv2-invite-clients/ Sun, 17 Mar 2013 19:29:17 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61383 The invite clients page on IRIS KashFlow Connect allows you to invite new clients to sign up for a KashFlow trial via a custom e-mail. This e-mail contains a link that will allow clients to create a new KashFlow account and automatically be linked to your IRIS KashFlow Connect client list. Access this page by […]

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]]> Create a Client https://www.kashflow.com/support/kb/kfcv2-create-client/ Sun, 17 Mar 2013 18:52:53 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61379 The create a client 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 Client If you choose […]

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]]> Clients Overview https://www.kashflow.com/support/kb/kfcv2-clients/ Sun, 17 Mar 2013 18:43:50 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61375 The clients tab in IRIS KashFlow Connect is the section which you will use most. From here you can create, manage and control your IRIS KashFlow Connect clients. Access this page by clicking the Clients button from the main menu bar. You will see the Clients tab is your hub for all your clients activity, from here you can […]

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]]> IRIS KashFlow Connect – Reset Password https://www.kashflow.com/support/kb/reset-iris-kashflow-connect-password/ Wed, 30 Jan 2013 13:30:43 +0000 http://www.kashflow.com/?p=495 This article gives guidance on how to reset your Orbit Accounts password

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