Completing Account Setup

When you click on the link in your confirmation of registration email, you will be taken straight to the set-up of your account.

The first page you will see asks you to choose a password.

Please note: your password should be between 8 and 20 characters long and should contain at least one letter and one number.


Click next.

Next, you will be given the option to add users. You will already be listed as a user, but if you want to have other people access the account, simply click 'add user' (the green button above your details).

You will be prompted to enter the additional user's email address and select their access level. You can choose from read only, edit access or system admin.

Click save, and a pop up will tell you if the new user was added successfully.

Once you are satisfied all users have been entered, click next.

You will then reach payment terms. Here you can enter the number of days for both creditors and debtors, simply by either typing them in, or clicking the up or down arrows to change from the standard 30 days populated by the system.

Once happy with the payment terms, click next.

You will then be given the opportunity to input your VAT details. If you are not UK VAT registered, then simply click next, however, for VAT registered companies, select the 'VAT registered' button.

Here, you must select monthly or quarterly for your VAT returns. If quarterly, select when you submit these returns from the choices in the dropdown list.

Then select the VAT scheme you use.

You can also add additional VAT rates if you need to - do this by clicking on the green 'add tax rate' button, where you will be able to input the percentage of your choice.

Once you are happy with you VAT settings, click next.

You will then be met with the option to add detail about your staff. If your organisation does not employ any staff, simply click next. 

If your organisation does employ staff, select that button. From there, you will be able to input the date on which you pay your staff every month by selecting from the dropdown list.

If pension contributions apply, you can also input the payment dates and employee and employer percentages.

Once happy with all the information, click next.

Next, you will be asked to enter your forecast details. You will be able to create multiple forecasts later, but the first one needs to be set up straight away.

You must ensure you have the following fields filled out:

  • Forecast name - call it anything you want, typically something like 'Forecast 2015-2016'
  • Forecast length - you can enter by typing or clicking the up or down arrows
  • Currency - select from dropdown list
  • Forecast start date - enter manually or select using the calendar
  • Financial year end - select from dropdown list
  • Decimal places - choose from 0 or 2
  • Overdraft level - enter your overdraft allowance

Once complete, click next.

You will then be prompted to select the finance system you use. You can select from the dropdown.

If you choose Kashflow, you will be asked if you want to use the chart of accounts from that system to set up your forecast categories.

You can either say yes, and Insight will create the categories for you, or you can say no and create your own categories.

If you wish to do this manually yourself, say no and then click 'finish' to complete the account and forecast set-up.

If you choose, yes - use chart of accounts, you will then be asked by the system when you wish to import balances from. Select a date from the forecast menu and then click 'start sync'.

From there, you will be taken to a page where you need to enter your login details for Kashflow in order to authenticate and link the accounts for you to sync the data successfully.

Once the two accounts have been linked, your data will be pulled across and you can click 'finish'.

Now you will be fully set up, and you can start to create your forecast.

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