KashFlow (IRIS) accounting cloud software course

KashFlow (IRIS) accounting cloud software course

KashFlow (IRIS) accounting cloud software course

Mastering KashFlow and streamlining the bookkeeping tasks.

Language: english

Note: 0/5 (0 notes) 133 students  New course 

Instructor(s): Maria S.

Last update: 2022-02-17

What you’ll learn

  • You will learn how to enable the KashFlow features hidden within navigation panel
  • You will learn how to perform bookkeeping tasks on KashFlow
  • You will learn how to set up and run projects
  • You will learn how to automate tasks on KashFlow

 

Requirements

  • No

 

KashFlow (IRIS) accounting cloud software courseKashFlow (IRIS) accounting cloud software course

 

Description

In this course, you will learn all you need to know about bookkeeping tasks on KashFlow in bit-size videos.

I will also show how to set up a free account valid for 30 days, that can be used to practice in your own time.

The course contains the most up-to-date information on KashFlow (2022), a software that is owned by IRIS.

KashFlow IRIS is bookkeeping is a cloud-based, flexible system that simplifies bookkeeping for small businesses since 2005.


The goals for this course are:

1. Learn where to enable information in settings (especially for inventory, fixed assets, journals)

2. Learn how to automate certain default settings for streamlined bookkeeping.

Here are the topics covered:

  • Overview of navigation and explanation of how to use and where to find elements;

  • General settings with explanation what each section means, later we go through more in details through each of those;

  • Contact and how to add the types of contacts;

  • How to set up fixed assets, inventory, manual journals;

  • We try adding the  projects and then use the project label within sales and purchase invoices to see the financial report for the project we created;

  • You will learn step by step how to set up a sales quote, then create a sales invoice and raise a credit note;

  • We cover custom fields and many more additional features;

  • Learning how to add a purchase order, convert it into an invoice, or set up repeating invoices;

  • What tools can be helpful in self-assessment and VAT submissions.


Access to the course is unlimited and upon completion of the course, you receive a Udemy certificate.


 

KashFlow (IRIS) accounting cloud software courseKashFlow (IRIS) accounting cloud software course

 

Who this course is for

  • Bookkeeper or accountant

 

Course content

  • How to register for Demo version
    • Introduction
  • Getting Started
    • Settings account overview
    • Settings Lists
    • Settings – configuration
    • Setting your account on KashFlow
  • Setting up our business
    • Adding a customer contact
    • Adding a supplier contact
    • Fixed Assets
    • Inventory
  • Business sales
    • How to create a sales quote
    • How to create a sales invoice
    • How to create a repeating sales invoice
    • Create a credit note
  • Business purchases
    • How to create a purchase order
    • How to convert purchase order into purchase invoice
    • How to create purchase invoice
    • How to create a repeating purchase invoice
    • How to create a batch payment
    • Add an expense
    • Create a mileage expense
  • Business bank
    • Adding a business bank
    • Import bank transactions manually
  • Journals
    • Manual journals
  • Managing projects
    • Create a project
  • Dealing with taxes and reporting
    • Access self-assessment and VAT reports
    • Access business reporting

 


 

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