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VAT liability is present on the dashboard. Can we please have CIS (Construction Industry Scheme) tax liability in the same way.

If you are in the construction industry, CIS (tax from subcontractors collected on behalf of HMRC) is just as important as VAT!! Please can we see the 'liability' on the dashboard.
Guest almost 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Total value of quotes under catagories/flags

It would be usefull to see the total value of quotes sent or pending a customer decision and total value of quotes won or lost etc. In other words you would be able to see the total value of quotes under a specific category/flag so that you can tr...
Guest over 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Shortcut from Dashboard for Quotes

I have noticed the financial information on the dashboard short cuts you to the data, however I am using the flags on my quotes and they show on the dashboard but you can not click straight to the data.
Guest almost 8 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Non Vateable businesses

There is no option to cancel the alert that the business has exceeded the VAT threshold when it is a business that does not fall within the VAT registration reuirements.
Sharon Minkin ACA almost 2 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Live Data widget not showing year on year information

The new Live Data widget should show year-on-year information (or month-on-month) NOT last year's total to this year to date. The business will always be down compared to the whole of last year when we are only a few months into this year, so that...
Sam Osborne over 2 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Option to remove Live Data Widget

I'm sure this new widget works for some businesses but for me it's just an annoying cluttering of badly presented information that has no real use. An option to remove it (or at least move somewhere else on the dashboard) would be brilliant.
Sam Osborne over 2 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Read only access if you move onto new software

If the company grows and choose to move onto different software read only access to the kashflow account would be incredibly useful for the year end accounts and if any questions crop up in the future.
Guest over 5 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Show Custom Customer Fields on the main Customer Profile tab

Would it be possible for you to move / show the Custom Customer Fields (https://app.kashflow.com/customer_customFields.asp?custid=-1) on to the main profile page, once they have been defined? For example, if I create a custom field called "Company...
Guest over 5 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Memorable word - the fields should blank out after entry to avoid copying by others

Previously I accessed the KashFlow system via a third party where each letter of the memorable word was blanked out after entry to prevent someone looking over my shoulder and copying the letters. This is similar to the way a cash machine works to...
Guest almost 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Global document format change - not manually by customer!

In settings for PDF Themes I changed to use the 'Clean' Theme to my default expecting that this would actually be the new default for ALL documents produced from that point going forward. Apparently not so. i would have to go into every one of hun...
Guest almost 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged