KashFlow Video Tutorials
DG Accountancy Services Limited is a proud partner of IRIS KashFlow, and we encourage all clients to consider using this product to invoice their clients and record their expenses and bank transactions.
We have prepared a series of short video tutorials to give prospective users and existing users alike, the opportunity to self teach on the key features of using KashFlow. We also encourage clients to book in some training with us too.
If you are interested in learning more about this “easy to use” bookkeeping solution, please email us and we can create a free 14 day trial licence for you.
Here is a ten minute introduction…
The Tabs below all contain topic specific video tutorials…
- 1. Customers & Invoices
- 2. Creating Invoice Templates
- 3. CIS
- 4. Suppliers and Purchase Invoices
- 5. VAT Settings and Reports
- 6. Setting up and using Bank Feeds
- 7. Bank Reconciliation
- 8. Directors Expenses
- 9. Recording Dividends
This video demonstrates how to create a customer on KashFlow, and also how to invoice them.
This video demonstrates how to create an invoice template for sending to your customers
This video demonstrates how to set your account up if you are CIS registered.
This video demonstrates how to create a supplier on KashFlow, and how to process your invoices from them.
This video demonstrates how to manage your VAT reporting.
This video demonstrates how to connect your KashFlow account to your bank account, and how to pull through your transactions through from your business bank account.
This video demonstrates how to reconcile your bank account. We recommend doing this at least monthly.
This video demonstrates how directors can record expenses that they incur personally on behalf of the business.
This video demonstrates how directors can record the dividends they take from the company.