Knowledge Base Archive - IRIS KashFlow https://www.kashflow.com/support/kb/ Accounting & Payroll | Free Trial - No Card Required‎ Thu, 24 Aug 2023 14:13:57 +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 Knowledge Base Archive - IRIS KashFlow https://www.kashflow.com/support/kb/ 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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]]> Open Banking & KashFlow https://www.kashflow.com/support/kb/open-banking-kashflow/ Tue, 16 Aug 2022 08:00:23 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=83906 Open Banking; Important Information New EU requirements for the banking industry came into effect on 14th September 2019. All KashFlow bank feeds are now Direct Feeds and included in your KashFlow subscription free of charge Direct feeds are a more secure and reliable method of gathering finance data through Open Banking API’s. The old method […]

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]]> Introduction to Projects https://www.kashflow.com/support/kb/getting-started-projects/ Tue, 08 Feb 2022 09:00:40 +0000 http://www.kashflow.com/?p=596 This article advises on how to create a new project in KashFlow

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]]> KashFlow: What’s New https://www.kashflow.com/support/kb/kashflow-whats-new/ Wed, 17 Nov 2021 15:17:08 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=85694 Here’s what’s changed in this release New nominals added to the Nominal Ledger report We’ve added some new nominals to the Nominal ledger report: Trade creditors Trade debtors HMRC import duties Bank account nominals Improvements to search Our search facility is already incredibly powerful, but you can now search on any notes added to the […]

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]]> Dext https://www.kashflow.com/support/kb/receipt-bank-2/ Wed, 17 Nov 2021 09:00:35 +0000 http://www.kashflow.com/?p=289 This article advises on how to set up Receipt Bank with KashFlow

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]]> Merging Customers https://www.kashflow.com/support/kb/merging-customers/ Thu, 09 Sep 2021 08:03:22 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=70214 This article will talk you through how to merge two (or more) Customers who have Invoices (and/ or Quotes) assigned to them respectively. The method by which we do this is simply changing which Customer the Invoice (and/ or Quote) is assigned to. Important Note: If an Invoice has been included on a VAT return […]

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]]> PDF Themes – Advanced https://www.kashflow.com/support/kb/pdf-themes-developers/ Tue, 11 May 2021 08:00:36 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=62526 Preface This article assumes the reader has knowledge of at least the basic principles of both HTML and CSS, and explains the majority of HTML and CSS features that are unique to KashFlow’s PDF Theme Generator. This does not advise on general HTML/ CSS practises. If you are not devising a PDF Theme entirely from […]

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]]> 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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]]> The UK’s Post-Brexit Border Operating Model https://www.kashflow.com/support/kb/the-uks-post-brexit-border-operating-model/ Thu, 25 Mar 2021 09:00:24 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=85244 There is now a requirement to declare all goods exported from / imported into the UK. The general procedures are fundamentally those that were in place before Brexit to handle exports and imports to/from non-EU states. There are, however, interim arrangements available for EU imports until 30 June 2021 such that an entity importing standard […]

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]]> Auto Renew and Upgrade Clients https://www.kashflow.com/support/kb/autorenew/ Thu, 25 Mar 2021 08:00:19 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=85391 Auto renew & upgrade your clients with KashFlow Connect. We have introduced new functionality into KashFlow Connect to make the process of managing your clients’ subscriptions easier. Global Client Settings If you want to set Auto renew and upgrade settings for newly added client, you can do that from global Client settings. In the left-hand […]

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]]> Postponed VAT Accounting (PVA) – What does it mean for Me? https://www.kashflow.com/support/kb/postponed-vat-accounting-pva-what-does-it-mean-for-me/ Wed, 24 Mar 2021 09:00:39 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=85243 Changes to Kashflow to date We have now implemented all key changes required by the introduction of PVA in the United Kingdom.  As a result, the post-Brexit VAT set-up for UK-users is now significantly different from the pre-Brexit European Community (EC) standard approach. If you are VAT registered outside the UK, however, your VAT approach […]

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]]> Zapier: Step by Step guide to create KashFlow invoices for new Magento orders https://www.kashflow.com/support/kb/zapier-step-by-step-guide-to-create-kashflow-invoices-for-new-magento-orders/ Mon, 15 Mar 2021 13:37:52 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=85375 Once you login to your Zapier Account, go to Zaps menu If you have created a new Zapier account, and if this is your first Zap, you will see ‘Make a new Zap’. Click that. If you already have Zapier account, click on ,‘Make a Zap’ or ‘Create Zap’. As a first step, you need to […]

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]]> Zapier: Step by Step guide to create KashFlow invoices for new WooCommerce orders https://www.kashflow.com/support/kb/zapier-step-by-step-guide-to-create-kashflow-invoices-for-new-woocommerce-orders/ Fri, 12 Mar 2021 13:56:45 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=85369 Once you login to your Zapier Account, go to Zaps menu If you have created a new Zapier account, and if this is your first Zap, you will see ‘Make a new Zap’. Click that. If you already have Zapier account, click on ,‘Make a Zap’ or ‘Create Zap’. As a first step, you need to setup […]

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]]> VAT domestic reverse charge for building and construction services (CIS reverse charge) https://www.kashflow.com/support/kb/vat-domestic-reverse-charge-for-building-and-construction-services-cis-reverse-charge/ Thu, 18 Feb 2021 09:40:48 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=85331 Overview All businesses operating in the UK building and construction industry should check whether the new VAT domestic reverse charge for building and construction services (CIS reverse charge) will apply to them. This anti-fraud measure is a major change to the way VAT is collected and it will affect customers and suppliers who receive or […]

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]]> EU VAT Rates https://www.kashflow.com/support/kb/eu-vat-rates/ Wed, 20 Jan 2021 13:47:24 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=85238 Change the VAT Rate From 1st January 2021, you may need to record your EC Sales with a 0% VAT rate instead of at the rate for the recipient’s country There are a couple of ways to do this in KashFlow and you can choose which option is best suited for you   Manually amend […]

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]]> GoCardless – Setup an existing direct debit mandate https://www.kashflow.com/support/kb/gocardless-setup-an-existing-direct-debit-mandate/ Mon, 18 Jan 2021 11:10:30 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84865 If you wish to set up KashFlow to integrate with your GoCardless account, but you already have clients that have existing direct debit mandates set up then you can follow the instructions below which will guide you on how to set this up within KashFlow. You will need to go to Customers> Select your Client> […]

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]]> Telephone Payments – Step 1 – Setting up Telephone Payments https://www.kashflow.com/support/kb/telephone-payments-1/ Wed, 06 Jan 2021 16:00:21 +0000 http://www.kashflow.com/?p=311 This guidances explains how to take payments over the telephone, this is also known as Cardholder Not Present transactions.

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]]> Brexit changes for Northern Irish Users https://www.kashflow.com/support/kb/brexit-changes-for-northern-irish-users/ Tue, 29 Dec 2020 11:25:41 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=85210 In order to remain compliant with Brexit changes, if you are a KashFlow User based in Northern Ireland you will need to amend the settings against Customers/Suppliers who are VAT registered in another EC Member state to the newly introduced trade border type setting ‘VAT registered in an EC Member State and I (the KashFlow […]

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]]> Import Customers CSV https://www.kashflow.com/support/kb/import-customers-csv/ Tue, 29 Dec 2020 05:39:44 +0000 http://www.kashflow.com/?p=206 This article describes how to import customer records using the CSV importer

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]]> Import Suppliers CSV https://www.kashflow.com/support/kb/import-suppliers-csv/ Tue, 29 Dec 2020 05:39:27 +0000 http://www.kashflow.com/?p=210 This article describes how to import suppliers using the CSV importer

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]]> Worldpay Select Junior https://www.kashflow.com/support/kb/worldpay-select-junior/ https://www.kashflow.com/support/kb/worldpay-select-junior/#respond Thu, 17 Dec 2020 07:00:03 +0000 http://www.kashflow.com/?p=297 This article describes why WorldPay 3D Security needs to be disabled

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]]> https://www.kashflow.com/support/kb/worldpay-select-junior/feed/ 0 Zapier https://www.kashflow.com/support/kb/zapier/ Wed, 16 Dec 2020 14:43:28 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=85097 Connect KashFlow to hundreds of other apps with Zapier Zapier lets you connect KashFlow with over 3,000 other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn’t be possible. Each Zap has one app as the Trigger, where […]

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]]> Summary: UK leaving the European Single Market https://www.kashflow.com/support/kb/summary-uk-leaving-the-european-single-market/ Wed, 16 Dec 2020 12:49:13 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=85091 The Effect of the UK’s departure from the EU High Level Summary The UK leaves the European Single Market after 31 December 2020. If you currently conduct any trade with other EU states then you will find yourself operating under new rules; Border controls will be re-introduced on European transactions and will now apply to […]

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]]> Zapier: Step by Step guide for Integration with Zoho CRM https://www.kashflow.com/support/kb/zapier-step-by-step-guide-for-integration-with-zoho-crm/ Tue, 15 Dec 2020 13:01:38 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=85074 Click on link you received from Zapier e.g. https://zapier.com/developer/public-invite/119621/9dec01881e9cae86bab5446177572b50/ to accept invitation for KashFlow Beta Click on Sign up Provide email ID, First Name and last name to create new free trial Zapier Account. You may alternatively sign up using your Google, Facebook or Microsoft account. Setup password for your Zapier account Click Skip if you do […]

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]]> Zapier: Step by Step guide to create KashFlow invoices for new eBay orders https://www.kashflow.com/support/kb/zapier-step-by-step-guide-for-integration-with-ebay/ Tue, 15 Dec 2020 12:34:12 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=85061 Once you login to your Zapier Account, go to Zaps menu If you have created a new Zapier account, and if this is your first Zap, you will see ‘Make a new Zap’. Click that. If you already have Zapier account, click on ,‘Make a Zap’ or ‘Create Zap’. As a first step, you need to setup […]

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]]> Zapier: Step by Step guide to create KashFlow invoices for new Shopify orders https://www.kashflow.com/support/kb/zapier-step-by-step-guide-for-integration-with-shopify/ Tue, 15 Dec 2020 11:43:37 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=85035 Once you login to your Zapier Account, go to Zaps menu If you have created a new Zapier account, and if this is your first Zap, you will see ‘Make a new Zap’. Click that. If you already have Zapier account, click on ,‘Make a Zap’ or ‘Create Zap’. As a first step, you need to […]

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]]> PVA Compliance SOAP API Endpoints https://www.kashflow.com/support/kb/pva-compliance-soap-endpoints/ Tue, 15 Dec 2020 08:55:59 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=85024 To ensure ongoing compliance with postponed VAT accounting (PVA), KashFlow has introduced some new SOAP API endpoints. The changes to the SOAP API endpoints are summarised below. Customer SOAP API Endpoint Changes In the existing endpoints there are two properties related to trade border type of customers: EC (can have value 0 or 1) OutsideEC (can […]

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]]> VAT changes related to Brexit transition yet to be finalised for non-UK VAT registered businesses https://www.kashflow.com/support/kb/vat-changes-related-to-brexit-transition-yet-to-be-finalised/ Wed, 02 Dec 2020 14:47:29 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=85001 If you are UK VAT registered, you may proceed in submitting your VAT returns as we have now made the necessary updates related to the Brexit transition. However, if you are a non-UK VAT registered user, please note we are currently working on some VAT changes directly related to the Brexit transition. It is possible, therefore, that […]

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]]> IRIS KashFlow Connect: Bulk VAT submissions https://www.kashflow.com/support/kb/iris-kashflow-connect-bulk-vat-submissions/ Wed, 02 Dec 2020 08:43:24 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84880 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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]]> Making Tax Digital for VAT https://www.kashflow.com/support/kb/making-tax-digital/ Tue, 01 Dec 2020 15:26:10 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=82336 What is Making Tax Digital for VAT? HMRC is changing the way you submit your VAT Returns. Most VAT registered businesses with an annual turnover above the VAT threshold (currently £85,000) must keep their VAT records digitally and use Making Tax Digital (“MTD”) compatible software to submit their first VAT return period starting on or […]

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]]> eBay Managed Payments https://www.kashflow.com/support/kb/ebay-managed-payments/ Thu, 26 Nov 2020 11:52:03 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84926 Although KashFlow does not have a dynamic link with eBay managed payments, this can still be done with a ConnectMyApps subscription which is available straight away, however, this is being discontinued after January 2021. We are also looking at alternative third-party applications such as Zapier that can also link with eBay Managed Payments. We are […]

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]]> KashFlow Connect: Bulk Actions https://www.kashflow.com/support/kb/kashflow-connect-bulk-actions/ Thu, 26 Nov 2020 09:00:36 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84981 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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]]> MTD Error: You are not authorised to submit VAT returns through MTD for the given VAT registration number https://www.kashflow.com/support/kb/mtd-error-you-are-not-authorised-to-submit-vat-returns-through-mtd-for-the-given-vat-registration-number/ Thu, 19 Nov 2020 09:51:48 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=82427 Error Message: You are not authorised to submit VAT returns through MTD for the given VAT registration number. Please check your VAT registration number in VAT settings or Connect to HMRC using valid Government Gateway credentials. If you are seeing the error “You are not authorised to submit VAT returns through MTD for the given VAT […]

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]]> Reports https://www.kashflow.com/support/kb/reports-2/ Wed, 18 Nov 2020 16:15:41 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84979 There are lots of reports in KashFlow to help you keep track of the financial situation of your business and ensure you are in control. These are broken down into six categories in KashFlow: Financial Business Tax Sales Purchases System Logs Financial The Financial Reports are some of the most important reports for any business […]

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]]> Reports https://www.kashflow.com/support/kb/reports/ Wed, 18 Nov 2020 16:09:41 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84975 There are lots of reports in KashFlow to help you keep track of the financial situation of your business and ensure you are in control. These are broken down into six categories in KashFlow: Financial Business Tax Sales Purchases System Logs Financial The Financial Reports are some of the most important reports for any business […]

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]]> Settings https://www.kashflow.com/support/kb/settings/ Wed, 18 Nov 2020 15:44:34 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84974 Settings KashFlow has lots of ways in which it can be customized and various settings to help you to do this including changing your VAT scheme, adding additional currencies, and a fully customisable invoice layout. To help you these are broken down into 3 main sections in the settings screen. Your Account, Lists, and Configuration […]

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]]> 3rd Party Apps https://www.kashflow.com/support/kb/3rd-party-apps/ Wed, 18 Nov 2020 15:28:22 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84972 There are lots of 3rd party applications that can integrate with KashFlow to help you run your business seamlessly. You can find these in the Apps section within KashFlow Enabling the API To enable any of these have access, you will first need to enable the API by going to Apps > API settings and […]

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]]> Submitting VAT without MTD https://www.kashflow.com/support/kb/submitting-vat-without-mtd/ Wed, 18 Nov 2020 15:25:31 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84969 How can I submit my VAT return if I am not registered for Making Tax Digital (MTD) If you are not required to submit your VAT returns through MTD, you can still submit to the Government Gateway from KashFlow. Firstly, you would need to check that you are VAT Registered by going to Settings > […]

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]]> VAT Scheme – Cash Accounting https://www.kashflow.com/support/kb/vat-scheme-cash-accounting/ Wed, 18 Nov 2020 15:14:35 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84966 VAT Cash Accounting Scheme The Cash Accounting Scheme for VAT allows you to pay for or claim back your VAT only when the Invoice or Purchase has been paid rather than when they are issued. This can help small businesses ensure that they have received the money from their customer before having to pay it […]

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]]> Bank https://www.kashflow.com/support/kb/bank/ Wed, 18 Nov 2020 15:04:21 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84965 The bank section in KashFlow allows you to keep track of all your transactions across multiple bank accounts including current accounts, loans, and credit cards. To get started, you will first need to set up a bank account. Adding Transactions When you have added your account, you can start to add in your transactions to […]

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]]> E-Mailing Invoices https://www.kashflow.com/support/kb/e-mailing-invoices/ Tue, 03 Nov 2020 09:48:20 +0000 http://www.kashflow.com/?p=25 These steps explain how to e-mail invoices to your customers within KashFlow

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]]> Sending an Invoice https://www.kashflow.com/support/kb/sending-an-invoice/ Tue, 03 Nov 2020 09:44:42 +0000 http://www.kashflow.com/?p=457 This article will talk you through the different methods of how to send an invoice.

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]]> E-Mail an Invoice https://www.kashflow.com/support/kb/e-mail-an-invoice/ Tue, 03 Nov 2020 09:40:02 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=70468 You will often want to supply your Customers with an Invoice you have raised them, you can do this via E-Mail without ever having to leave Kashflow. You can do this on an individual basis, or collectively. Individually To E-Mail an Invoice to a single Customer you will first have to get to the Invoice you […]

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]]> Create a New Quote https://www.kashflow.com/support/kb/getting-started-quotes/ Tue, 03 Nov 2020 09:33:34 +0000 http://www.kashflow.com/?p=389 This article describes how to create a new quote.

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]]> Converting a Quote to an Invoice https://www.kashflow.com/support/kb/converting-a-quote-to-an-invoice/ Tue, 03 Nov 2020 09:17:43 +0000 http://www.kashflow.com/?p=403 This article describes how to convert your quote into an invoice.

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]]> Quotes – Colour Flags https://www.kashflow.com/support/kb/colour-flags/ Tue, 03 Nov 2020 09:12:11 +0000 http://www.kashflow.com/?p=487 This article explains how to set up quote colour flags in KashFlow

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]]> Temporary reduced VAT rate for hospitality, holiday accommodation and attractions https://www.kashflow.com/support/kb/temporary-reduced-vat-rate-for-hospitality-holiday-accommodation-and-attractions/ Fri, 25 Sep 2020 09:01:52 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84758 Background On 8th July 2020, the government announced that it would introduce a temporary 5% reduced rate of VAT for certain supplies of hospitality, hotel and holiday accommodation, and admissions to certain attractions.  This is to take effect from 15th July 2020 to 31st March 2021. How do I process this in KashFlow? When you are […]

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]]> Sage Importer https://www.kashflow.com/support/kb/sage-importer-tool/ Wed, 16 Sep 2020 16:06:41 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=73390 As part of our commitment to ensuring that customers have a smooth process for getting started with KashFlow, we offer a free tool to help you migrate data from desktop Sage into our online bookkeeping application. The Export Wizard brings across all of your Sage data: customers, suppliers, sales, purchases, bank accounts, nominal codes, opening […]

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]]> Import Bank Transactions CSV https://www.kashflow.com/support/kb/import-bank-transactions-csv/ Mon, 14 Sep 2020 11:20:33 +0000 http://www.kashflow.com/?p=238 This guidance describes how to import bank transactions to KashFlow via the CSV importer

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]]> Getting Started with GoCardless https://www.kashflow.com/support/kb/getting-started-gocardless/ Thu, 03 Sep 2020 08:00:37 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=76750 GoCardless is the UK’s leading online Direct Debit provider, with thousands of merchants managing their Direct Debit collections using the GoCardless online tool or API. Affordable, easy to use and packed with features like automated billing, detailed reports and customisation options, GoCardless makes managing and collecting Direct Debits simple. Using KashFlow and GoCardless together means […]

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]]> Purchase Orders https://www.kashflow.com/support/kb/purchase-orders/ Wed, 02 Sep 2020 12:58:08 +0000 http://www.kashflow.com/?p=701 What is a purchase order?  A purchase order (abbreviated to PO) is a document that specifies the type, quantity, and agreed price for products and services. It is issued from buyers to sellers and acts as confirmation of an order. Purchase orders are primarily used to control the purchasing of goods and services from external […]

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]]> Direct Debits – Step 2 – Setting up Direct Debit Mandate https://www.kashflow.com/support/kb/direct-debits-2/ Thu, 20 Aug 2020 09:25:02 +0000 http://www.kashflow.com/?p=323 This article shows you how to send a direct debit mandate request to your customers

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]]> Duplicate transactions when importing from Bank Feeds (Open Banking) https://www.kashflow.com/support/kb/duplicate-transactions-when-importing-from-bank-feeds-open-banking/ Thu, 20 Aug 2020 09:12:45 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84734 Since the introduction of Open Banking for use with our Bank Feeds, we have had reports that some feeds are importing duplicate transactions.  This was raised to our development team to try and investigate the cause of this and below are the details of our findings. The Cause During the investigation, we have found that […]

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]]> Changing invoice line item and use of the nominal “Pre-fill” option https://www.kashflow.com/support/kb/changing-invoice-line-item-and-use-of-the-nominal-pre-fill-option/ Thu, 20 Aug 2020 09:09:02 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84864 Following a recent software update, a change was made whereby if you edit a previously entered invoice or purchase and changed the nominal code or purchase code that the description of that line item would be changed to what was defined within the “Pre-fill” of that code, or show as blank if the “Pre-fill” was […]

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]]> “Email Invalid” error when emailing an invoice with a Pay Online button https://www.kashflow.com/support/kb/email-invalid-error-when-emailing-an-invoice-with-a-pay-online-button/ Wed, 01 Jul 2020 12:22:56 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84747 Issue Trying to send an invoice to a customer and the invoice has a Pay Online Button included on it (for use with payment processors such as Stripe), however, this is failing to go through due to the error message “email_invalid”. Cause This is usually caused by there being more than one email address entered […]

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]]> Supplier Refund – Full Payment Returned https://www.kashflow.com/support/kb/supplier-refund-payment-returned/ Thu, 18 Jun 2020 09:11:49 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=62718 You may find yourself in a situation where you are issued a refund from a supplier and you need to record this in KashFlow. In order to do this, you will need to create a credit note. Creating the Credit Note Please navigate to Purchases > Open the purchase receipt > Click Copy in the top navigation […]

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]]> Understanding the Dashboard Figures https://www.kashflow.com/support/kb/understanding_the_dashboard_figures/ Thu, 18 Jun 2020 08:11:01 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84653 This article will help explain how the figures are being populated as part of your Dashboard Figures and where they are being pulled from. Bank Accounts A list of all of your bank accounts will be shown along with their current balance as of today. + Money owed to you This figure is made up […]

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]]> Emails from KashFlow not working when using a Gmail/Google Mail account https://www.kashflow.com/support/kb/emails-from-kashflow-not-working-when-using-a-gmail-google-mail-account/ Mon, 15 Jun 2020 07:44:16 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84740 If you have set up KashFlow using your own SMTP but you have a Gmail/Google Mail account you may find that the emails are you are trying to send are not being sent. This is due to the security levels set on your Gmail account which need to be altered.  We have found this article from the support […]

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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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]]> Why am I receiving ‘VAT return already accepted’ email? https://www.kashflow.com/support/kb/why-am-i-receiving-vat-return-already-accepted-email/ Thu, 04 Jun 2020 16:16:04 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84417 In some instances, KashFlow may receive a duplication submission error response from HMRC upon submission of your VAT return. This may be due to one of the following reasons: If you have already submitted your VAT return through another MTD compatible software such as IRIS VAT Filer. Communication issue between KashFlow and HMRC. In both scenarios, KashFlow […]

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]]> How to process a Furlough grant from HMRC https://www.kashflow.com/support/kb/how-to-process-a-furlough-grant-from-hmrc/ Thu, 04 Jun 2020 11:35:28 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84732 If you have received a grant from HMRC for the Coronavirus Job Retention Scheme you will first need to create a nominal code for the payment, to do this go to Settings > Chart of Account and scroll to the bottom.  If you are going to be importing this with other transactions through on a bank feed, when […]

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]]> KashFlow Billing queries – Self Manage https://www.kashflow.com/support/kb/billing-queries/ Wed, 03 Jun 2020 11:28:00 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=79880 How to update address/contact details on your account   Open up KashFlow Bookkeeping and go to: ·         Company Details ·         Click on the Address Line.  This will open all address lines and these can be edited with the correct information. ·         Under Contact Details, you can type in the correct information. ·         Click “Update” at […]

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]]> Disposal of a Fixed Asset https://www.kashflow.com/support/kb/disposal-of-a-fixed-asset/ Mon, 01 Jun 2020 09:26:07 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84720 If you wish to record the disposal of a Fixed Asset you will need to follow the below instructions. Go to Reports> Business> Asset Register> Select the asset – and amend all the rates related to depreciation to £0.00 in all available ‘Price’ boxes. If you need to record the sale of a Fixed Asset, then […]

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]]> Bank transactions on a VAT Return https://www.kashflow.com/support/kb/bank-transactions-on-a-vat-return/ Mon, 01 Jun 2020 08:35:10 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84376 Before you add a bank transaction to your VAT return, you will need to ensure that the nominal codes you use are set correctly. To do this, you would need to go to Settings> Chart of Accounts. Under the column for “Type” you would need to use either; Turnover, Cost of Sale, or Expenditure. Once […]

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]]> How to delete or archive a bank account https://www.kashflow.com/support/kb/how-to-delete-or-archive-a-bank-account/ Thu, 14 May 2020 08:50:58 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84696 If you wish to delete a bank account, you will need to go to the Bank screen and click on the pencil icon for the bank that you wish to delete, this will open the edit details for that bank. In the top right corner of the screen, you will see the option for “Delete” […]

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]]> Telephone Payments – Using PayPal Pro https://www.kashflow.com/support/kb/cardholder-note-present-using-paypal-pro/ Tue, 12 May 2020 11:04:21 +0000 http://www.kashflow.com/?p=592 This article gives guidance on using PayPal Pro as a card processor for Cardholder Not Present transactions.

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]]> Paypal Pro configuration in KashFlow https://www.kashflow.com/support/kb/paypal-pro-configuration-in-kashflow/ Thu, 07 May 2020 12:02:45 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84671 From 14th May 2020, if you would like to configure your Paypal Pro into KashFlow you can do this by following the below steps: Go to https://developer.paypal.com and click on “Log into Dashboard” Click on “My Apps and Credentials” in the menu on the left and select Sandbox or Live. (please note Sandbox is used for test […]

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]]> Chart of Accounts: General Practitioner https://www.kashflow.com/support/kb/chart-accounts-general-practitioner/ Wed, 06 May 2020 08:30:22 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=81785 You can now set up a new KashFlow account tailored for use by a General Practitioner. To do this, go to www.kashflow.com and register for a free trial, or select the option for Buy it Now. After registering the new account and confirming your email address, you will be asked to enter the company details. […]

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]]> What version of internet browser am I using? https://www.kashflow.com/support/kb/what-version-of-internet-browser-am-i-using/ Wed, 22 Apr 2020 12:03:39 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84659 This article will help you navigate how to find the version of the internet browser you are using. Microsoft Internet Explorer Open up Microsoft Internet Explorer and click on the Tools (or press Alt + X on your keyboard) icon in the top right corner,  This looks like a cog. Click on “About Internet Explorer”. […]

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]]> VAT Adjustment Journal https://www.kashflow.com/support/kb/vat-adjustment-journal/ Wed, 22 Apr 2020 10:02:09 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61743 There will be times when you may need to change the VAT liability on a VAT return but again you may not need to enter a transaction such as a invoice, receipt or a bank transaction. This can be done using a VAT adjustment journal. Creating the Journal The first step is to enable the […]

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]]> Bank Balance Does Not Match Reports https://www.kashflow.com/support/kb/bank-balance-does-not-match-reports/ Wed, 22 Apr 2020 09:43:20 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=63056 You may find that when you look at a Balance Sheet or Trial Balance report, the balance shown for your bank account(s) doesn’t match the balance shown for the account elsewhere in KashFlow (such as the Overview page or under the Bank tab). There are two possible causes for this. Amount entered as a Starting Balance This is usually […]

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]]> Bank Feeds – Choosing your source https://www.kashflow.com/support/kb/bankfeeds-source/ Thu, 09 Apr 2020 09:45:03 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=73802 Selecting your source When you activate bank feeds on your bank account in KashFlow, you’ll be taken to a setup screen to choose where you want your bank transactions to come from. You can choose between : Manual Upload : Download your bank statement from your bank, in CSV format. Then upload it into KashFlow. Open Banking […]

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]]> Open Banking – Cater Allen Feed https://www.kashflow.com/support/kb/open-banking-cater-allen-feed/ Wed, 08 Apr 2020 08:10:56 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84372 Connecting to Cater Allen Bank Feed If you are trying to link to the Cater Allen Feed but you are getting the following error message: “Your details have been blocked.  Please call our contact centre for more information”. The reason for this error message is due to the platform your Cater Allen data is currently […]

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]]> Deferral of VAT payments due to coronavirus (COVID-19) https://www.kashflow.com/support/kb/deferral-of-vat-payments-due-to-coronavirus-covid-19/ Wed, 01 Apr 2020 11:21:17 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84538 The government announced a 3-month deferment in Valued Added Tax (VAT) payments for all UK businesses. Consequently, there is no requirement to make a VAT payment from 20 March 2020 until 30 June 2020. Taxpayers will be given until the end of the 2020/21 tax year to pay any liabilities that have accumulated during the […]

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]]> IRIS KashFlow Connect – Additional Users https://www.kashflow.com/support/kb/kfcv2-additional-users/ Thu, 26 Mar 2020 08:30:17 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=61398 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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]]> Reconciliation Troubleshooting – Starting Balance of bank reconciliation does not match closing balance of previous reconciliation https://www.kashflow.com/support/kb/reconciliation-troubleshooting-starting-balance-incorrect/ Fri, 13 Mar 2020 14:50:10 +0000 http://www.kashflow.com/?p=173 This article describes what to do if your reconciliation starting balance is incorrect and doesn't match your previous reconciliation.

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]]> IRIS Accounts Production – Trial Balance Import https://www.kashflow.com/support/kb/iris-accounts-production-trial-balance-import/ Tue, 10 Mar 2020 15:40:32 +0000 http://www.kashflow.com/?post_type=cpt_kb&p=64882 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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]]> Linking KashFlow Connect to IRIS Accounts Production https://www.kashflow.com/support/kb/linking-kashflow-connect-to-iris-accounts-production/ Tue, 10 Mar 2020 15:40:21 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84083 To establish the link between your KashFlow Connect account and IRIS Accounts Production follow these steps: From within Accounts Production, go to “Setup” | “Practice Options“|”KashFlow” Enter your Kashflow Connect credentials in the window that appears. 3. Click OK to close the Practice Options screen. 4. Enter the Client’s Details. Select Client | View 5. The following screen displays.  Click […]

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]]> KashFlow Timing Out https://www.kashflow.com/support/kb/kashflow-timing-out/ Tue, 10 Mar 2020 09:56:39 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84425 By default, the software will allow 1 hour of no activity before you are automatically timed out of the software.  If you find that this is hindering your work, you can extend the session to 24 hours by logging in via app.kashflow.com and put a tick in the box for “Stay signed in”.  This is […]

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]]> KashFlow Security Update – TLS https://www.kashflow.com/support/kb/kashflow-tls-update/ Thu, 05 Mar 2020 13:38:54 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84423 From 15th June 2020 KashFlow will no longer support TLS 1.0 or 1.1. However, we will continue to support TLS 1.2 and higher. What is TLS? TLS stands for Transport Layer Security. It keeps your internet traffic secure, displaying a padlock in your internet browser bar when a website is safe. TLS replaced the older SSL […]

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]]> SMTP Configuration https://www.kashflow.com/support/kb/smtp-configuration/ Mon, 02 Mar 2020 14:45:35 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=73586 What is SMTP? SMTP (Simple Mail Transfer Protocol) refers to the protocol most servers use to handle Outgoing Email. This standard of Email Transmission allows for external Applications and Services (such as the Mail Clients of Microsoft ‘Outlook’, Apple ‘Mail’ etc) to make requests to a server to send the emails to the target recipient. Why […]

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]]> Open Banking Error – “An error has occurred while loading transactions. Please verify your details and try again” https://www.kashflow.com/support/kb/open-banking-error-an-error-has-occurred-while-loading-transactions-please-verify-your-details-and-try-again/ Thu, 27 Feb 2020 11:45:48 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84287 If you have successfully linked your bank to our Open Banking facility but you are now getting the error “An error has occurred while loading transactions. Please verify your details and try again” then this will mean that you will need to re-authorise your banking details by going to Bank> Manage Consents> Re-Authorise.  This is […]

The post Open Banking Error – “An error has occurred while loading transactions. Please verify your details and try again” appeared first on IRIS KashFlow.

]]> 0% and N/A VAT https://www.kashflow.com/support/kb/0-and-na-vat/ Mon, 24 Feb 2020 14:40:12 +0000 http://www.kashflow.com/?p=603 This article explains the difference between 0% and N/A VAT

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]]> Flat Rate Scheme – Missing transactions on VAT Return https://www.kashflow.com/support/kb/flat-rate-scheme-missing-transactions-on-vat-return/ Mon, 24 Feb 2020 10:17:14 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84396 On the flat rate scheme, the only transactions that should appear on a VAT return are sales, or purchases above £2000 if it is classed as a fixed asset. If you have entered sales bank transactions but these are not appearing on the VAT return, the result for this could be due to the way […]

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]]> Claiming Bad Debt on Cash Accounting Scheme https://www.kashflow.com/support/kb/claiming-bad-debt-on-cash-accounting-scheme/ Tue, 18 Feb 2020 15:58:16 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84386 To write-off a bad debt of an unpaid invoice you will need to open the unpaid invoice and go to Refund> Write off as bad debt and then follow instructions on the screen. If you are on the accrual VAT scheme then you do not need to take any further steps in order to submit […]

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]]> Open Banking – NatWest Feed https://www.kashflow.com/support/kb/open-banking-natwest-feed/ Thu, 06 Feb 2020 11:10:07 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84364 Error “Sorry, you don’t have any valid accounts” when trying to connect to the NatWest Open Banking Feed. We have found that some users who are trying to connect to the NatWest Opening Banking Feed are experiencing this error message.  This is due to the account not been granted access by their own (Natwest internal) […]

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]]> KashFlow Connect – Detaching Clients https://www.kashflow.com/support/kb/kashflow-connect-detaching-clients/ Mon, 03 Feb 2020 16:30:15 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=83826 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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]]> Using Dropbox with KashFlow https://www.kashflow.com/support/kb/using-dropbox-kashflow/ Fri, 31 Jan 2020 16:44:30 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=77545 Dropbox is a cloud service that allows you to store all different kinds of files online, meaning you can access them anywhere and on nearly any device that has an internet connection. KashFlow has developed an integration with Dropbox that allows you to attach files to customer/supplier records, invoices, and purchase receipts. This can be especially […]

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]]> Totals on Balance Sheet report do not balance https://www.kashflow.com/support/kb/totals-on-balance-sheet-report-do-not-balance/ Wed, 08 Jan 2020 14:06:43 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84308 The totals for “Assets Less Current Liabilities” and “Capital & Reserves” should match.  If these totals do not match, it is likely that you have created a sales invoice or purchase invoice and used the wrong type of nominal code. The types of nominal codes that should not be used are: Bank Account VAT Control […]

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]]> Trial Balance not matching total on Aged Debtor/Creditor Report https://www.kashflow.com/support/kb/trial-balance-not-matching-total-on-aged-debtor-creditor-report/ Wed, 08 Jan 2020 12:39:11 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84304 This article will help you if you have found a difference in the figures when comparing the Trial Balance Report to Aged Debtor/Creditor report.  This can be caused by one of several different reasons, below is a guide you help you work through the steps on how to find the problem. Please note, you will […]

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]]> Christmas 2019 Opening Hours https://www.kashflow.com/support/kb/christmas-2019-opening-hours/ Tue, 10 Dec 2019 16:59:17 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84285 Our support teams will be available during the following times over the Christmas period: 23rd December – 09.00 – 17:00 24th December – 09.00 – 15:00 25th December – Closed 26th December – Closed 27th December – 09:00 – 17:00 30th December – 09:00 – 17:00 31st December – 09:00 – 17:00 1st January – […]

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]]> Open Banking how to re-authorise https://www.kashflow.com/support/kb/open-banking-how-to-re-authorise/ Thu, 28 Nov 2019 08:00:04 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84271 If you have linked your KashFlow account to your bank account via Open Banking Feeds you will need to re-authorise this connection every three months. When you first link KashFlow to your bank account you will be given the end date of the when this period of authorisation will expire. Once you have passed your […]

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]]> Setup Open Banking Feeds https://www.kashflow.com/support/kb/setup-open-banking-feeds/ Wed, 27 Nov 2019 08:30:15 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84260 We have released our new and improved Open Banking Feeds.  Please find a guide below on how to configure your bank account to KashFlow. To enable Open Banking in KashFlow you will need to go to the Bank section and click “Activate” against the KashFlow bank account you would like to connect to the bank feed […]

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]]> My Account https://www.kashflow.com/support/kb/kfcv2-my-account/ Tue, 12 Nov 2019 13:12:45 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84210 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 https://www.kashflow.com/support/kb/kfcv2-licenses/ Tue, 12 Nov 2019 12:50:42 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84199 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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]]> Change to the payment providers into KashFlow https://www.kashflow.com/support/kb/change-to-the-payment-providers-into-kashflow/ Tue, 12 Nov 2019 12:17:44 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84204 From February 2020, KashFlow will no longer be integrated with the following payment providers: Authorize.net BarclayCard ePDQ Extra Plus CardSave CardStream Iridium Corporation Payment Sense RealEx Payments Secure Hosting We want to give you plenty of notice so that you have time to make alternative arrangements for your card payments. If you wish to continue taking card payments you will need to sign up […]

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]]> IRIS KashFlow Connect V2 – FAQ’s https://www.kashflow.com/support/kb/kashflow-connect-v2-faqs/ Thu, 07 Nov 2019 11:49:38 +0000 https://www.kashflow.com/?post_type=cpt_kb&p=84146 FAQ Contents • Is there a training video I can watch to see what the new user interface looks like? • How do I log into a client’s data? • How do I link KashFlow Connect to my MTD Agent services account so that I can submit MTD submissions for my clients? • How do […]

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]]> 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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]]> Wholesale Pricing https://www.kashflow.com/support/kb/wholesale-pricing/ Thu, 17 Oct 2019 11:00:54 +0000 http://www.kashflow.com/?p=565 This guidance explains how to set up and use wholesale pricing

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]]> Activity Report https://www.kashflow.com/support/kb/activity-report/ Thu, 17 Oct 2019 11:00:00 +0000 http://www.kashflow.com/?p=706 This article advises on how to run the activity report.

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