General settings
Configure general settings for an individual client.
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Go to Clients and select the client from the list.
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Select General settings.
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Set the Accounting Period end date.
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Select any Additional Users you wish to be able to access the client.
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Select any Client Groups you wish to add the client to.
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If you have connected an IRIS OpenSpace account to IRIS KashFlow Connect you can select it here to link it to the client profile.
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Enter the Payment Terms as a number of days.
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Select the Currency Symbol and Position and the Date Format to use.
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Select the client VAT registration status.
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Select Backup Data to activate automatic back ups. You will then be prompted to select a Backup Date and enter an Email Address you want the back up sent to.
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If required, select Remove Suspense Code. Selecting this option will remove the suspense code from the drop-down list. If the suspense code is in use then it will remain as a nominal.