Document Customisation – Logo, Background & Text
This article explains how to upload your logo to KashFlow to use on your invoices.
Read moreThis article explains how to upload your logo to KashFlow to use on your invoices.
Read moreKashFlow 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…
Read moreKashFlow 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…
Read moreYour 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…
Read moreIntroduction 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…
Read moreThis article explains how to log into KashFlow
Read moreAs 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…
Read moreThis guidances advises on maximum character limits for fields in KashFlow
Read moreSee how IRIS KashFlow works with your business and your books