General Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/genral/ 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 General Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/genral/ 32 32 New KashFlow: Switch Instructions https://www.kashflow.com/support/kb/switching-to-new-kashflow-2/ Thu, 06 Oct 2022 08:00:06 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=65249 If you have decided it is time to give your KashFlow a refresh and also want to make the most of our new pricing and bank feeds,  and enjoy our fresh new design, then you can switch at any point. Before you make this switch though there are some things you will need to check […]

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]]> 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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]]> 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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]]> Maintenance Notification https://www.kashflow.com/support/kb/maintenance-notification/ Tue, 17 Nov 2015 13:08:09 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=72533 As part of our ongoing infrastructure investment plan, this month we’ll be replacing and upgrading the servers in our main database cluster. Such upgrades are performed periodically in order to maintain performance levels as we add new features and functions, and to this end we are scheduling an out-of-hours outage on the morning of Sunday, […]

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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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]]> 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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]]> 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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]]> Integrating with KashFlow & Test Accounts https://www.kashflow.com/support/kb/integrating-kashflow-test-accounts/ Thu, 26 Feb 2015 11:10:33 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=70512 KashFlow integrates with a lot of other software on the web. This creates a bridge between the two systems and users are able to import various sets of data into KashFlow and process it dependant on their integration. KashFlow has some direct apps which integrate the application. If an app is not available then integration is still […]

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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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]]> New KashFlow: Removed & Modified Settings https://www.kashflow.com/support/kb/new-kashflow-removed-modified-settings/ Wed, 05 Feb 2014 00:40:48 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=65251 In the new KashFlow, we’ve taken time to refine the settings area and reorganise them somewhat and remove some unused settings entirely. This section details some removed and modified settings and functionality. We’ll be doing significant work to how settings are managed and available within the application in the near future and documentation will be […]

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]]> New KashFlow https://www.kashflow.com/support/kb/new-kashflow/ Tue, 04 Feb 2014 23:31:00 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=65245 For a while now, we’ve been hard at work developing a new, faster, modern KashFlow and are happy to announce that we’ve begun the process of rolling it out! This page is a centralised resource where you can find out what’s new in the new application, changes, new functionality and support resources. Whats New? The […]

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]]> New KashFlow: What’s New & Release Notes https://www.kashflow.com/support/kb/new-kashflow-whats-new/ Tue, 04 Feb 2014 23:29:25 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=65248 The KashFlow has been completely re-engineered and contains lots of improvements and new functionality throughout, all whilst trying to keep the experience as familiar as possible to the classic KashFlow and retaining the magic that made the classic application an intuitive, simple and easy to use system. Key Changes Layout Changes When you first log […]

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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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]]> 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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]]> Overview Page – Graphs https://www.kashflow.com/support/kb/overview-page-graphs/ Wed, 30 Jan 2013 19:38:08 +0000 http://www.kashflow.com/?p=542 This guidance advises on how to edit the overview page graphs

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]]> Overview Page – Money Owed/Money You Owe https://www.kashflow.com/support/kb/overview-page-money-owedmoney-you-owe/ Wed, 30 Jan 2013 19:35:35 +0000 http://www.kashflow.com/?p=540 This article describes how the money you owe and money your owed figures on the overview page are calculated

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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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]]> Re-assigning Transactions Between Nominal Codes https://www.kashflow.com/support/kb/re-assigning-transactions-from-one-nominal-to-another/ Wed, 30 Jan 2013 12:26:03 +0000 http://www.kashflow.com/?p=484 This article advises on how you can re-assign transactions from one nominal to another in bulk

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]]> Sage Codes https://www.kashflow.com/support/kb/sage-codes/ Wed, 30 Jan 2013 12:20:45 +0000 http://www.kashflow.com/?p=482 This guidance explains what the Sage Codes contained in the Sage Export are, and also the KashFlow equivalent.

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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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]]> 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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]]> https://www.kashflow.com/support/kb/trial-extensions/feed/ 0 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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