Client profile

The client profile is where you manage client details and settings. You can also run reports and view or add journals.

1. Select any client from your clients list to view their profile.

From the client profile you can:

• Update Client Details: Select the pencil icon the amend and update the client details.

• Manage client access settings.

• Log into the client IRIS KashFlow account: Select the IRIS Logo, then select Go to IRIS KashFlow.

• Upgrade the client subscription.

• Detach the client from your IRIS KashFlow Connect account.

• Add client contacts.

• Run reports.

• Share files via OpenSpace.

• Set client reminders.

• Change client general settings.

• Add or edit nominal codes sets.