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SUBMIT IDEA

Dashboard

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a little bit off dumb and dumber one sorry. Would it be at all possible to move the delete tab to the left of the page. Whats happened whilst going to print item pressed on delete and then carried on with delete instructions and totally messed up by deleting invoices. Always happens when in a rush and getting distracted. Just an idea

moving delete tab away from print tab
Guest about 7 years ago in IRIS KashFlow / Dashboard 0 Will not implement

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 over 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Option to keep the old Dashboard

I have recently found it advantageous to switch back to the old dashboard, especially when there are issues with the new dashboard, which the new one does not suffer from. I have done this every time I have an issue with the bank on the new dashbo...
Frauke Golding 23 days ago in IRIS KashFlow / Dashboard 0 New

Separate theme

Set up another theme just for quotes
Guest 3 months ago in IRIS KashFlow / Dashboard 0 New

when adding new features, for existing customers change the message from "Let's make the most of your trial" (when I have had a subscription for several years now) to something like "Some great new features have been added. Let's make the most of them."

This saves customer and help desk time. By sending out the same messages to customers who are on a trial subscription and customers who already subscribe, then the customers who already subscribe are liable to contact the helpdesk to ask "has some...
Guest 3 months ago in IRIS KashFlow / Dashboard 1 New

Remove "Add additional user" upon login

This is a redundant popup upon every login reminding to add additional users requiring an extra click to close it. What's so special about adding additional users? It's such a basic thing - it does not warrant such an annoying popup upon every login.
Guest 6 months ago in IRIS KashFlow / Dashboard 0 New

to be able to remove the training videos from the dashboard

The training video's do not work on my account but i cant remove the black squares where they should be!
Guest 9 months ago in IRIS KashFlow / Dashboard 0 New

Retain customised view settings after log off

Why do our preferences keep getting changed?We need to see at least 100 purchase invoices and at least 365 days of invoices. Every time we log in the default is 10 purchase invoices and 90 days invoices. We need to see all customer history without...
Richard Cosier 10 months ago in IRIS KashFlow / Dashboard 0 New

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