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…
Read moreIn 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…
Read moreNow 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…
Read moreIn 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…
Read moreThis 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.…
Read moreThis 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…
Read moreThis 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.…
Read moreThis 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…
Read moreSee how IRIS KashFlow works with your business and your books
