Settings Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/settings/ Accounting & Payroll | Free Trial - No Card Required‎ Thu, 24 Aug 2023 14:17:27 +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 Settings Archives - IRIS KashFlow https://www.kashflow.com/support/kb-category/settings/ 32 32 Configuring SagePay https://www.kashflow.com/support/kb/configuring-sagepay/ Thu, 22 Apr 2021 08:00:29 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=63375 In Settings | Receiving Payments you can select a payment processor for handling card payments. To use SagePay with your KashFlow account, you will need to add the address of our server to your VSP account. Login to your SagePay account. From the ‘Administration’ menu, choose ‘Account Parameters’ Scroll down to the section labeled ‘Valid IP […]

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]]> Chart of Accounts https://www.kashflow.com/support/kb/chart-of-accounts/ Sat, 13 Jun 2020 09:45:20 +0000 http://www.kashflow.com/?p=393 This guidances advises on how to access your chart of accounts and it's function within KashFlow.

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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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]]> IRIS Chart of Accounts https://www.kashflow.com/support/kb/chart-accounts-iris-compatibility/ Tue, 13 Sep 2016 10:54:08 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=74873 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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]]> PDF Themes – Additional Text https://www.kashflow.com/support/kb/pdf-themes-additional-text/ Tue, 29 Sep 2015 16:03:42 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=72179 Typically when specifying formatting or style of PDF Theme elements you are required to edit the HTML and CSS sheets of the PDF Theme, and as the default Classic and Clean options have protected code this further requires you create a new PDF Theme. However, the Additional Text field allows you to utilise basic HTML […]

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]]> Field Names – Invoice Options https://www.kashflow.com/support/kb/field-names/ Thu, 27 Jun 2013 14:30:21 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=62610 This option can be found by going to Settings > Invoice Options >Field Names and here you have the ability to change 4 Fields, for example “Quantity”. Invoice Name – You can rename your invoices, to anything you like. For most people “Invoice” is fine, but some people may want to rename this. For example “Factura”. Credit Note […]

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]]> Stop Invoice Lines Starting on a New Page https://www.kashflow.com/support/kb/stop-invoice-lines-starting-on-a-new-page/ Mon, 29 Apr 2013 20:52:12 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=62117 If you have an Invoice, Quote or Purchase with a first Line Item that extends to the second page, you will likely find the entire Line Item has been moved to the second page leaving the first page without a table body. This is due to the design of PDF Themes ensuring the second Line […]

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]]> Document Troubleshooting – Font Sized Increased https://www.kashflow.com/support/kb/document-troubleshooting-font-sized-increased/ Tue, 26 Feb 2013 13:59:56 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61029 When using our PDF generator you may notice that the font size may be larger than you would like. To rectify this, you will need to do one of the following: Edit your theme To edit your theme, first navigate to: Settings > PDF Themes > Select your current theme Your current Default Theme is the one […]

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]]> Document Troubleshooting – URL Showing https://www.kashflow.com/support/kb/document-troubleshooting-url-showing/ Tue, 26 Feb 2013 12:28:01 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61024 If you are using Mozilla FireFox you may notice that when you print out a PDF from Kashflow (for example, an Invoice) that you get an URL at the top of the page, and a time-stamp and date at the bottom of the page. This is due to a setting configured within the FireFox preferences. […]

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]]> Document Customisation – Alpha Numeric Invoice Number https://www.kashflow.com/support/kb/document-customisation-alpha-numeric-invoice-number-workaround/ Tue, 26 Feb 2013 11:52:36 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61013 Invoice numbers in KashFlow can only be numeric, however we have developed a workaround to simulate alpha-numeric invoice numbers and record them as such in KashFlow. This workaround involves using the the Customer Reference field for your own numbering format and editing the PDF Theme to show the Customer Reference number in place of the invoice number. […]

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]]> Document Troubleshooting – Documents Appear Scaled https://www.kashflow.com/support/kb/troubleshooting-documents-appear-scaled/ Tue, 26 Feb 2013 10:35:41 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61010 KashFlow uses HTML to generate your PDF documents. This allows for great flexibility although can result in an anomaly if you’ve got extra spaces in your additional text box, this can result in your documents appearing to shrink to fit on the page. To solve this problem you’ll need to modify your additional text. Removing Additional Spaces To solve […]

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]]> Document Troubleshooting – Logo Too Big https://www.kashflow.com/support/kb/troubleshooting-logo-too-big/ Tue, 26 Feb 2013 10:23:47 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61008 To allow you greater flexibility our PDF generator will not scale your logo to fit any space automatically. This means that if you upload a large logo it will not be scaled down to fit within a predetermined field, and may result in the logo appearing much too large (or small) for the document. You can overcome […]

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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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]]> CIS and Withholding Tax https://www.kashflow.com/support/kb/cis-and-withholding-tax/ Thu, 31 Jan 2013 11:46:05 +0000 http://www.kashflow.com/?p=640 This article advise on how to enable CIS and withholding tax on your invoices

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]]> Standard VAT Nominal Codes https://www.kashflow.com/support/kb/standard-vat-nominal-codes/ https://www.kashflow.com/support/kb/standard-vat-nominal-codes/#respond Thu, 31 Jan 2013 11:27:03 +0000 http://www.kashflow.com/?p=628 This article advises on the standard VAT Nominal Codes in KashFlow

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]]> https://www.kashflow.com/support/kb/standard-vat-nominal-codes/feed/ 0 Invoice Filename https://www.kashflow.com/support/kb/invoice-filename/ Thu, 31 Jan 2013 01:01:13 +0000 http://www.kashflow.com/?p=573 This article advises on how to change your invoice file name

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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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]]> CIS – Deductions on Labour and not Materials https://www.kashflow.com/support/kb/cis/ Wed, 30 Jan 2013 23:29:04 +0000 http://www.kashflow.com/?p=558 This article explains the causes and resolution for errors when trying to process card payments

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]]> CIS – No CIS Button on Invoices https://www.kashflow.com/support/kb/no-cis-on-invoices/ Wed, 30 Jan 2013 23:23:21 +0000 http://www.kashflow.com/?p=557 This article advises on the reason that no CIS Button will show on your invoices

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]]> Suggested Nominal Codes https://www.kashflow.com/support/kb/suggested-nominal-codes/ Wed, 30 Jan 2013 21:07:55 +0000 http://www.kashflow.com/?p=550 This guidance provides a list of suggested nominal codes that you can use

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]]> Nominal Codes in all Areas https://www.kashflow.com/support/kb/nominal-codes-in-all-areas/ Wed, 30 Jan 2013 20:58:59 +0000 http://www.kashflow.com/?p=548 This article describes how to enable nominal codes in all areas

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]]> Account Switching https://www.kashflow.com/support/kb/account-switching/ Wed, 30 Jan 2013 13:20:27 +0000 http://www.kashflow.com/?p=490 Account switching enables you to switch between IRIS KashFlow accounts quickly and easily using one click. Enable Account Switching Enable account switching by going to Settings > Account Switching. Use the text box to enter in the username of the account you want to request access to followed by clicking the Request Access button. To complete the process, […]

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]]> CIS on Quotes https://www.kashflow.com/support/kb/cis-on-quotes/ Wed, 30 Jan 2013 13:10:15 +0000 http://www.kashflow.com/?p=488 This article advises on how to use CIS on Quotes

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]]> Asset Register Categories https://www.kashflow.com/support/kb/asset-register-categories/ Mon, 28 Jan 2013 13:48:55 +0000 http://www.kashflow.com/?p=418 This article introduces asset register categories and advises on how to add a new category

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]]> Packing Slips https://www.kashflow.com/support/kb/packing-slips/ Mon, 28 Jan 2013 13:44:48 +0000 http://www.kashflow.com/?p=417 This article advises on how to set up packing slips within your invoice options.

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]]> Borders & Margins https://www.kashflow.com/support/kb/borders-margins/ Mon, 28 Jan 2013 13:37:25 +0000 http://www.kashflow.com/?p=414 This article advises on the borders and margins settings within KashFlow

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]]> Currencies https://www.kashflow.com/support/kb/currencies/ Mon, 28 Jan 2013 13:36:39 +0000 http://www.kashflow.com/?p=413 This article is an introduction to currencies on KashFlow

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]]> Losses & Gains https://www.kashflow.com/support/kb/losses-gains/ Mon, 28 Jan 2013 13:35:02 +0000 http://www.kashflow.com/?p=412 This article will describe how to deal with your currency losses and gains.

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]]> Editing a Currency https://www.kashflow.com/support/kb/editing-a-currency/ Mon, 28 Jan 2013 13:29:47 +0000 http://www.kashflow.com/?p=411 This article will describe how to edit your currencies.

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]]> Adding Another Currency https://www.kashflow.com/support/kb/adding-another-currency/ Mon, 28 Jan 2013 13:26:24 +0000 http://www.kashflow.com/?p=410 This article will describe how to add another currency.

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]]> Invoice Options https://www.kashflow.com/support/kb/invoice-options/ Mon, 28 Jan 2013 13:16:30 +0000 http://www.kashflow.com/?p=406 This article advises on the invoice options that are available in KashFlow

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]]> CIS Options https://www.kashflow.com/support/kb/cis-options/ Mon, 28 Jan 2013 13:02:25 +0000 http://www.kashflow.com/?p=399 This article advises on what the each of the CIS options do

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]]> Advanced Settings https://www.kashflow.com/support/kb/advanced-settings/ Mon, 28 Jan 2013 12:59:16 +0000 http://www.kashflow.com/?p=397 This article advises on what each of the options in Advanced Settings does.

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]]> Advanced Configuration Options-Chart of Accounts https://www.kashflow.com/support/kb/advanced-configuration-options/ Mon, 28 Jan 2013 12:57:12 +0000 http://www.kashflow.com/?p=396 This article explains the advanced configuration options for your chart of accounts and nominal codes.

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]]> Adding a Nominal Code https://www.kashflow.com/support/kb/adding-a-nominal-code/ Mon, 28 Jan 2013 12:54:52 +0000 http://www.kashflow.com/?p=394 This article describes how to add a nominal code in your chart of accounts.

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]]> Sales Codes https://www.kashflow.com/support/kb/sales-codes/ Sun, 06 Jan 2013 15:17:17 +0000 http://www.kashflow.com/?p=381 This article describes what a sales type is, how to add a new one, how to delete and how to set a default sales type for all customers

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]]> Referrals https://www.kashflow.com/support/kb/referrals/ Tue, 01 Jan 2013 16:43:21 +0000 http://www.kashflow.com/?p=375 This section provides information on the referrals setting in KashFlow

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]]> Accountants’ Access https://www.kashflow.com/support/kb/accountants-access/ Tue, 01 Jan 2013 16:35:06 +0000 http://www.kashflow.com/?p=372 The accountants access setting allows your accountant to securely view your books whenever they need to

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]]> Display Settings https://www.kashflow.com/support/kb/display-settings/ Tue, 01 Jan 2013 15:38:41 +0000 http://www.kashflow.com/?p=364 This section describes the display settings page where you can customise KashFlow to your own tastes and modify tyhe overview page.

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]]> Backup Data https://www.kashflow.com/support/kb/backup-data/ Tue, 01 Jan 2013 11:48:25 +0000 http://www.kashflow.com/?p=363 This article advises on the backup data screen

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]]> Change Password or Memorable Word https://www.kashflow.com/support/kb/change-password/ Tue, 01 Jan 2013 11:22:58 +0000 http://www.kashflow.com/?p=356 This article advises on the Change Password screen.

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]]> Email Options https://www.kashflow.com/support/kb/email-options/ Tue, 01 Jan 2013 11:17:28 +0000 http://www.kashflow.com/?p=354 This post explains the email options screen

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]]> Customer Sources https://www.kashflow.com/support/kb/customer-sources/ Sun, 09 Dec 2012 01:28:54 +0000 http://www.kashflow.com/?p=126 KashFlow gives you the option of selecting a customer source letting you record how you acquired this customer. This can be used for reporting. It is particularly useful in monitoring where you are getting most of your business from. This could be from referrals, advertising campaigns, partner companies etc. Setting Up A customer source called ‘Other’ is […]

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