Clients

The clients dashboard is your hub for all your clients activity. From here you can create and manage IRIS KashFlow Connect clients, see your available credits, log in to your client's accounts directly and see at a glance how they are getting on.

Select Clients to view your clients dashboard.

The client list

Depending on your options selected, the client list will display different information relating to your clients. See Customise and filter clients dashboard view for details.

The Actions column will display various actions required for your clients, for example, if your client hasn't set an accounting period.

To save time you can do this with IRIS KashFlow Connect rather than signing in to your client's account. If you have more than 1 action we will display them in a menu for you to access.

Finally, you will see the Log In column. Selecting the IRIS logo will log you in to your client's account directly without the need for username or password.