Getting Started Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/iris-kashflow-connect/orbit-getting-started/ Accounting & Payroll | Free Trial - No Card Required‎ Thu, 10 Aug 2023 14:49:48 +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 Getting Started Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/iris-kashflow-connect/orbit-getting-started/ 32 32 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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]]> Creating Clients https://www.kashflow.com/support/kb/kfcv2-creating-clients/ Mon, 19 May 2014 08:44:57 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=65631 This article will talk you through how to set up your clients on KashFlow using the IRIS KashFlow Connect account you just created. We have tried to make this process as easy as possible so your clients should be set up in no time at all. To start, you need to know that your clients […]

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]]> Branding https://www.kashflow.com/support/kb/kfcv2-branding/ Thu, 22 Aug 2013 15:54:53 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=63391 The Branding feature within IRIS KashFlow Connect allows you as the partner to have your logo replace where you would normally see a KashFlow logo in the software. You can also change the colour scheme of the software in order for it to fit in with your practice colours. Effectively it makes KashFlow look like your […]

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]]> Managing Clients https://www.kashflow.com/support/kb/kfcv2-managing-clients/ Tue, 19 Mar 2013 01:58:37 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61429 Now that your client is all set up, the last thing you’ve got to do is manage them and run their reports when required. IRIS KashFlow Connect makes this quick and simple. To start, go to IRIS KashFlow Connect> Clients > Choose your client> Reports. Reports Use the Reports button to run a range of reports for […]

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]]> Configuring Clients https://www.kashflow.com/support/kb/kfcv2-configuring-clients/ Tue, 19 Mar 2013 01:57:36 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61425 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 > […]

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]]> Setting Up Your IRIS KashFlow Connect Account https://www.kashflow.com/support/kb/kfcv2-settings-up-account/ Tue, 19 Mar 2013 01:36:18 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61415 The first step when getting started with IRIS KashFlow Connect is setting up your account and client default. This guide will talk you through all the required steps. If you’ve not already done so register for an account by click here. Default Nominals The first step is to prepare your default nominal codes for clients that […]

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