FAQs Archive - IRIS KashFlow https://www.kashflow.com/about/faqs/ Accounting & Payroll | Free Trial - No Card Required‎ Fri, 16 Jun 2023 13:58:39 +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 FAQs Archive - IRIS KashFlow https://www.kashflow.com/about/faqs/ 32 32 Income by Source Report https://www.kashflow.com/about/faqs/income-by-source-report-2/ Sun, 10 Feb 2013 21:24:09 +0000 http://www.kashflow.com/?post_type=cpt_faq&p=56802 Income By Source Report Under the “Customers” tab is a button that says “Sources”. By clicking on that button you can maintain a list of your various sources of business. For example, if you have a listing in the Yellow Pages, you’ll want to add it as a source so you can track whether it […]

The post Income by Source Report appeared first on IRIS KashFlow.

]]> Example of Monthly Income Report https://www.kashflow.com/about/faqs/example-of-monthly-income-report/ Sun, 10 Feb 2013 21:01:31 +0000 http://www.kashflow.com/?post_type=cpt_faq&p=56796 We all like to know if our business is growing or not. By viewing the Monthly Income Report you get an instant feel of where you business is going.   You can select any date range for the report and have it based on either invoices issued or invoices paid.

The post Example of Monthly Income Report appeared first on IRIS KashFlow.

]]> Frequently Asked Questions. https://www.kashflow.com/about/faqs/faqs-2/ https://www.kashflow.com/about/faqs/faqs-2/#respond Wed, 11 Jul 2012 16:13:04 +0000 http://KashFlow.wpengine.com/?page_id=41599 For your quick and easy reference, we have arranged our frequently asked questions regarding the our online bookkeeping software by category. More specific questions and answers about the software can be found in our searchable accounting software knowledge base. General Information: What is the purpose of KashFlow? Will KashFlow work on my computer? Registering & Logging […]

The post Frequently Asked Questions. appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/about/faqs/faqs-2/feed/ 0 Can other people access my accounts? https://www.kashflow.com/about/faqs/can-other-people-access-my-accounts/ Sun, 01 Jan 2012 03:04:57 +0000 http://www.kashflow.com/faqs/?page_id=70 Your account is protected by your username, password and memorable word. Additionally we use the same levels of encryption used by internet banking to ensure that the data being sent between your computer and the system cannot be read by anyone except you. However, if you actually want somebody else to be able to access […]

The post Can other people access my accounts? appeared first on IRIS KashFlow.

]]> Where is all my data physically kept? https://www.kashflow.com/about/faqs/where-is-all-my-data-physically-kept/ Sun, 01 Jan 2012 03:02:50 +0000 http://www.kashflow.com/faqs/?page_id=67 The data you enter in to KashFlow is stored on a Microsoft SQL Server based at Rackspace in London. The Rackspace Data Centre is a highly secure data centre. You can read more about it by clicking here. A “snap-shot” backup is made 12 hours and stored at a seperate secure location. We’ve also invested […]

The post Where is all my data physically kept? appeared first on IRIS KashFlow.

]]> Is it safe to have all my data stored on the internet? https://www.kashflow.com/about/faqs/is-it-safe-to-have-all-my-data-stored-on-the-internet/ Sun, 01 Jan 2012 03:01:06 +0000 http://www.kashflow.com/faqs/?page_id=65 A number of you are understandably uncomfortable about the idea of having your financial data stored on a website. The fact is that the data is actually stored in a very secure physical location and the servers themselves have very expensive and secure security hardware and software installed. We are of no doubt whatsoever that […]

The post Is it safe to have all my data stored on the internet? appeared first on IRIS KashFlow.

]]> Why do you need my email address? https://www.kashflow.com/about/faqs/why-do-you-need-my-email-address/ Sun, 01 Jan 2012 02:59:59 +0000 http://www.kashflow.com/faqs/?page_id=63 Occasionally we would like to email you with news and updates about KashFlow. But more importantly the KashFlow system itself needs your email address to let you know when invoices become overdue. We will never share your email address or any of your other personal information with a third party.

The post Why do you need my email address? appeared first on IRIS KashFlow.

]]> What is a promotional code? https://www.kashflow.com/about/faqs/what-is-a-promotional-code/ Sun, 01 Jan 2012 02:58:39 +0000 http://www.kashflow.com/faqs/?page_id=61 Occasionally we run promotions with our approved partners and we provide a promotional code. These codes can then be entered during the registration process to take advantage of any special offers we may currently be offering. It’s important that you check with the KashFlow Sales Team to ensure a particular promotion is active. Promotional codes […]

The post What is a promotional code? appeared first on IRIS KashFlow.

]]> Do I need to pay or give you my credit card details now? https://www.kashflow.com/about/faqs/do-i-need-to-pay-or-give-you-my-credit-card-details-now/ Sun, 01 Jan 2012 02:57:57 +0000 http://www.kashflow.com/faqs/?page_id=59 Absolutely not. The free trial is exactly that – free. If you don’t like what you see then you don’t pay. You will only need to pay when you decide to turn your free trial into a paid-up subscription.

The post Do I need to pay or give you my credit card details now? appeared first on IRIS KashFlow.

]]> If I pay before the end of my trial, will I lose the days left of my free trial? https://www.kashflow.com/about/faqs/if-i-pay-before-the-end-of-my-trial-will-i-lose-the-days-left-of-my-free-trial/ Sun, 01 Jan 2012 02:57:37 +0000 http://www.kashflow.com/faqs/?page_id=57 No. No matter if you pay on the first, last or any other day of your trial, the additional month is added on to the end of your trial. You will never lose anything by deciding to pay before the end of your trial. So in effect you will always receive your first 3 months […]

The post If I pay before the end of my trial, will I lose the days left of my free trial? appeared first on IRIS KashFlow.

]]> Does KashFlow support multiple currencies? https://www.kashflow.com/about/faqs/does-kashflow-support-multiple-currencies/ Sun, 01 Jan 2012 02:56:53 +0000 http://www.kashflow.com/faqs/?page_id=54 Yes, we do. You choose one currency to be your home currency, and then set up as many additional currencies as you like. We even update the exchange rates automatically. Although we support invoicing and quoting in foreign currencies – we don’t yet support bank accounts in currencies other than your home currency.

The post Does KashFlow support multiple currencies? appeared first on IRIS KashFlow.

]]> Can I print Packing Slips? https://www.kashflow.com/about/faqs/can-i-print-packing-slips/ Sun, 01 Jan 2012 02:56:29 +0000 http://www.kashflow.com/faqs/?page_id=52 By default the option to print Packing Slips is not enabled. Once logged in, go to the ‘Settings’ areas and select ‘Invoice Options’. From within this page you can enable to option to print packing slips.

The post Can I print Packing Slips? appeared first on IRIS KashFlow.

]]> Does KashFlow help me produce VAT Returns? https://www.kashflow.com/about/faqs/does-kashflow-help-me-produce-vat-returns/ Sun, 01 Jan 2012 02:55:58 +0000 http://www.kashflow.com/faqs/?page_id=50 Yes, it does. You can run a VAT report at any time to determine your current VAT liability or to complete a VAT return. KashFlow supports cash accounting, accrual accounting and the Flat Rate Scheme (FRS) You can also file your VAT return directly with HMRC with just a click of a button.

The post Does KashFlow help me produce VAT Returns? appeared first on IRIS KashFlow.

]]> Is there a limit to the number of suppliers, customers or invoices I can create? https://www.kashflow.com/about/faqs/is-there-a-limit-to-the-number-of-suppliers-customers-or-invoices-i-can-create/ Sun, 01 Jan 2012 02:55:19 +0000 http://www.kashflow.com/faqs/?page_id=48 There are no limits to the number of suppliers, customers or invoices that you can create using KashFlow.

The post Is there a limit to the number of suppliers, customers or invoices I can create? appeared first on IRIS KashFlow.

]]> Can I produce quotes/estimates? https://www.kashflow.com/about/faqs/can-i-produce-quotesestimates/ Sun, 01 Jan 2012 02:54:48 +0000 http://www.kashflow.com/faqs/?page_id=46 You can easily create, print and email quotes and estimates from within KashFlow. A quote or estimate can be converted to an invoice at the click of a button.

The post Can I produce quotes/estimates? appeared first on IRIS KashFlow.

]]> Can KashFlow create invoices for me automatically each month or year? https://www.kashflow.com/about/faqs/can-kashflow-create-invoices-for-me-automatically-each-month-or-year/ Sun, 01 Jan 2012 02:54:18 +0000 http://www.kashflow.com/faqs/?page_id=44 You can use our ‘Repeat Billing’ feature to have KashFlow automatically create your invoices for you. This can be done on either the same day of every month or for the same date every year. Or even the same day every week or every x number of days. You can set KashFlow to produce this […]

The post Can KashFlow create invoices for me automatically each month or year? appeared first on IRIS KashFlow.

]]> Do I need to print invoices in order to send them to customers? https://www.kashflow.com/about/faqs/do-i-need-to-print-invoices-in-order-to-send-them-to-customers/ Sun, 01 Jan 2012 02:52:57 +0000 http://www.kashflow.com/faqs/?page_id=42 The invoices created by KashFlow are in Adobe Acrobat PDF format. This makes them ideal for printing. However, KashFlow can email an invoice for you without needing to print it out. This is done with just a couple of clicks. You can also take advantage of our integration with cloudPOST. Using this service you can […]

The post Do I need to print invoices in order to send them to customers? appeared first on IRIS KashFlow.

]]> Can I create Credit Notes? https://www.kashflow.com/about/faqs/can-i-create-credit-notes/ Sun, 01 Jan 2012 02:51:39 +0000 http://www.kashflow.com/faqs/?page_id=40 Credit notes are created by simply creating an invoice or receipt for a negative amount. When you print an invoice that is for a negative amount the heading is automatically changed from “Invoice” to “Credit Note”

The post Can I create Credit Notes? appeared first on IRIS KashFlow.

]]> Does KashFlow support multiple bank accounts? https://www.kashflow.com/about/faqs/does-kashflow-support-multiple-bank-accounts/ Sun, 01 Jan 2012 02:50:35 +0000 http://www.kashflow.com/faqs/?page_id=38 KashFlow can manage as many bank accounts as you care to list. If you have more than one bank account then you can easily track which account was used to pay for a purchase or receive money for a sale.

The post Does KashFlow support multiple bank accounts? appeared first on IRIS KashFlow.

]]> Is KashFlow suitable for retail businesses that deal mainly in cash? https://www.kashflow.com/about/faqs/is-kashflow-suitable-for-retail-businesses-that-deal-mainly-in-cash/ Sun, 01 Jan 2012 02:47:00 +0000 http://www.kashflow.com/faqs/?page_id=32 Although KashFlow was originally designed for businesses that work for clients and then send out an invoice, it is perfectly suited to cash-based business… We have a large number of customers using KashFlow that operate cash-based businesses and find KashFlow to work really well for them.

The post Is KashFlow suitable for retail businesses that deal mainly in cash? appeared first on IRIS KashFlow.

]]> Does KashFlow handle bank reconciliation? https://www.kashflow.com/about/faqs/does-kashflow-handle-bank-reconciliation/ Sun, 01 Jan 2012 02:45:16 +0000 http://www.kashflow.com/faqs/?page_id=29 KashFlow helps you to very easily reconcile bank statements for all of your bank accounts. The on-screen procedure means you can easily identify any missing payments.

The post Does KashFlow handle bank reconciliation? appeared first on IRIS KashFlow.

]]> What reports does KashFlow provide? https://www.kashflow.com/about/faqs/what-reports-does-kashflow-provide/ Sun, 01 Jan 2012 02:44:10 +0000 http://www.kashflow.com/faqs/?page_id=26 KashFlow provides a wide range of reports, we often add new reports based on requests from users. We divide our reports into 3 areas: General Reports These are reports that don’t fit into other categories and include the accountant-type reports. Customer Purchase History  (CSV) This report lets you download to a CSV file all of the […]

The post What reports does KashFlow provide? appeared first on IRIS KashFlow.

]]> Can I take card payments in KashFlow? https://www.kashflow.com/about/faqs/can-i-take-card-payments-in-kashflow/ Sun, 01 Jan 2012 02:42:49 +0000 http://www.kashflow.com/faqs/?page_id=23 Yes, you can. You will need a merchant account and an account with one of our payment processor providers. these include: GoCardless (Direct Debit) PayPal (Pro) World Pay Global Payments Stripe You can then enter your account details in to KashFlow and be able to take card payments over the phone. For more information click […]

The post Can I take card payments in KashFlow? appeared first on IRIS KashFlow.

]]> Does KashFlow work with eBay/PayPal? https://www.kashflow.com/about/faqs/does-kashflow-work-with-ebaypaypal/ Sun, 01 Jan 2012 02:38:40 +0000 http://www.kashflow.com/faqs/?page_id=21 KashFlow makes managing your PayPal account incredibly easy. You just create a free trial account, and then go to Settings –> PayPal Imports. Follow the on-screen instructions to get it all set up (shouldn’t take more than 5 minutes). KashFlow will then automatically copy across information about your PayPal/eBay sales and customers. You just need […]

The post Does KashFlow work with eBay/PayPal? appeared first on IRIS KashFlow.

]]> Does KashFlow Provide Remittance Advice and Receipts? https://www.kashflow.com/about/faqs/does-kashflow-provide-remittance-advice-and-receipts/ Sun, 01 Jan 2012 02:36:53 +0000 http://www.kashflow.com/faqs/?page_id=17 You may want to send a note to your suppliers to inform them that you have paid, or provide a receipt to your customers to confirm their payment. KashFlow provides an easy way to print or email both of these.

The post Does KashFlow Provide Remittance Advice and Receipts? appeared first on IRIS KashFlow.

]]> Will KashFlow work on my computer? https://www.kashflow.com/about/faqs/will-kashflow-work-on-my-computer/ Sun, 01 Jan 2012 02:35:07 +0000 http://www.kashflow.com/faqs/?page_id=15 Yes. Whether you use an Apple Mac or a Windows PC or a Unix variant, KashFlow will work on any computer that has a web browser. The only additional software you will need is the free PDF view from Adobe. You can download this by clicking here.

The post Will KashFlow work on my computer? appeared first on IRIS KashFlow.

]]> Why do you provide a free trial? https://www.kashflow.com/about/faqs/why-do-you-provide-a-free-trial/ https://www.kashflow.com/about/faqs/why-do-you-provide-a-free-trial/#respond Sun, 01 Jan 2012 02:32:46 +0000 http://www.kashflow.com/faqs/?page_id=11 The power of this system needs to be seen to be believed. With that in mind we took the decision to allow everyone to use our accounting solution for free for a period of time because we know that after just a few weeks of use you will wonder how you ever lived without it. […]

The post Why do you provide a free trial? appeared first on IRIS KashFlow.

]]> https://www.kashflow.com/about/faqs/why-do-you-provide-a-free-trial/feed/ 0 What is the purpose of KashFlow? https://www.kashflow.com/about/faqs/what-is-the-purpose-of-kashflow/ Sun, 01 Jan 2012 02:31:52 +0000 http://www.kashflow.com/faqs/?page_id=9 The primary purpose of KashFlow is to help you manage your day to day accounts. At the most basic level you can use it just to create an invoice for each sale you make and use the built in facilities to track when invoice have been paid. You can also record all of your purchases, […]

The post What is the purpose of KashFlow? appeared first on IRIS KashFlow.

]]>