IRIS KashFlow Connect Archives - IRIS KashFlow

IRIS KashFlow Connect: Bulk VAT submissions

Amy Callister — Wed, 02 Dec 2020 08:43:24 +0000

VAT Dashboard You are able to submit VAT returns for more than one client at a time from the VAT dashboard in your IRIS KashFlow Connect account. From this window you will see two tabs; one for your MTD registered clients and one for any non-registered MTD clients. From the VAT dashboard view, you will […]

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KashFlow Connect: Bulk Actions

susan.rigby@iris.co.uk — Thu, 26 Nov 2020 09:00:36 +0000

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

KashFlow — Thu, 26 Mar 2020 08:30:17 +0000

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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IRIS Accounts Production – Trial Balance Import

KashFlow — Tue, 10 Mar 2020 15:40:32 +0000

This topic explains how to automatically import a KashFlow trial balance into Accounts Production. From version 11.3.1, client data from KashFlow can be linked to Accounts Production. Trial balance figures can be automatically imported into Accounts Production. This feature is only available to an Accountant with a KashFlow Connect Account. Step 1 – Entering KashFlow […]

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KashFlow Connect – Detaching Clients

Amy Callister — Mon, 03 Feb 2020 16:30:15 +0000

If you no longer wish to continue managing the Bookkeeping data of a client you can “Detach” the client from your KashFlow Connect account. There are a few things that you would need to be aware of prior to detaching your client. Outstanding Licence If you have applied a paid license to this account and […]

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My Account

Amy Callister — Tue, 12 Nov 2019 13:12:45 +0000

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

Amy Callister — Tue, 12 Nov 2019 12:50:42 +0000

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

Amy Callister — Tue, 05 Nov 2019 11:05:40 +0000

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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IRIS Chart of Accounts

Ivan Stoyanov — Tue, 13 Sep 2016 10:54:08 +0000

Your KashFlow Chart of Accounts is now fully compliant with IRIS Accounts Production codes. You can assign an IRIS Limited Company chart or an IRIS Sole Trader Partnership chart to new client accounts in KashFlow Connect. Master templates When are you about to add a new client in your KashFlow Connect account by clicking Clients > […]

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Creating Clients

George Gillespie — Mon, 19 May 2014 08:44:57 +0000

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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Rapidfire Guide Tab 6 – Reports

George Gillespie — Wed, 09 Oct 2013 10:12:49 +0000

Previous submission reports can be viewed on the Reports Tab. Either a double click or the Get Report button will open the report. Once report has been opened a toolbar is available to enable you to Print, change page layout or export and save the report as a PDF or Excel worksheet. Closing KashFlow RapidFire: […]

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Rapidfire Guide Tab 5 – Review

George Gillespie — Wed, 09 Oct 2013 10:08:03 +0000

This tab gives an overview of the individual invoices and batches that have been created within KashFlow RapidFire A double click on any item listed will return you to that invoice or batch on the relevant tab. Submitting the Transactions In To KashFlow: Once you are happy the invoices and batches are correct they […]

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Rapidfire Guide Tab 4 – Batch Receipts

George Gillespie — Tue, 08 Oct 2013 15:45:09 +0000

This screen makes provision for a batch of different purchase invoices on the same screen. Again, this may include multiple line item invoices or single item invoices. Setting the invoice details Supplier Code – Select the correct supplier code from the drop down list. If the supplier does not yet exist there is provision for […]

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Rapidfire Guide Tab 3 – Receipts

George Gillespie — Thu, 03 Oct 2013 16:12:17 +0000

This screen is used for entering the details of individual purchase invoices. Setting the receipt details Supplier Select from the drop down the supplier this individual receipt relates to. If the supplier record does not yet exist in KashFlow it can be created on the fly using the Add button. Supplier Ref Enter the supplier […]

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Rapidfire Guide Tab 2 – Batch Invoices

George Gillespie — Thu, 03 Oct 2013 15:53:53 +0000

This screen makes provision for a batch of different sales invoices on the same screen. This may include multiple line item invoices or single item invoices. Setting the invoice details Customer Code – Select the correct customer code from the drop down list. If the customer does not yet exist there is provision for a […]

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RapidFire Guide Tab 1 – Invoices

George Gillespie — Thu, 26 Sep 2013 15:12:34 +0000

This screen is used for entering the details of individual sales invoices. Setting the invoice details Customers Select from the drop down the customer this individual invoice relates to. If the customer record does not yet exist in KashFlow it can be created on the fly using the Add button. Purchase Order This is a […]

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Branding

George Gillespie — Thu, 22 Aug 2013 15:54:53 +0000

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

KashFlow — Tue, 19 Mar 2013 01:58:37 +0000

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

KashFlow — Tue, 19 Mar 2013 01:57:36 +0000

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

KashFlow — Tue, 19 Mar 2013 01:36:18 +0000

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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Default Settings

KashFlow — Sun, 17 Mar 2013 21:17:39 +0000

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

KashFlow — Sun, 17 Mar 2013 20:34:42 +0000

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

KashFlow — Sun, 17 Mar 2013 19:40:47 +0000

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

KashFlow — Sun, 17 Mar 2013 19:29:17 +0000

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

KashFlow — Sun, 17 Mar 2013 18:52:53 +0000

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

KashFlow — Sun, 17 Mar 2013 18:43:50 +0000

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

KashFlow — Wed, 30 Jan 2013 13:30:43 +0000

This article gives guidance on how to reset your Orbit Accounts password

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