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Dashboard - Bank Account Graph Improvement

At the moment, the bank account graphs on the dashboard are drawn from the balance in each account at the end of the month. For payment processor accounts such as PayPal and Stripe, the graph is not very informative (for example my Stripe graph sh...
Rich Mellor over 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

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

Make it possible to enable the API settings on all clients from the main dashboard rather than having to go into each client individually to enable the API settings

Quicker for any agent using Kashflow for multiple clients.
Bobbie Brown over 3 years ago in IRIS KashFlow / Dashboard 0 New

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

Option to use the classic format instead of current view

No description provided
Guest almost 4 years ago in IRIS KashFlow / Dashboard 0 New

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

Make KF logo go to Dashboard/overview like legacy KF logo does

No description provided
Guest over 4 years ago in IRIS KashFlow / Dashboard 0 New

Add an 'Average' line on the sales chart that you can have on the Dashboard

This would give you an 'at a glance' look at how your sales are performing against the average of the previous 12 months
Guest over 4 years ago in IRIS KashFlow / Dashboard 0 New

Output VAT not marked as paid in the transactions and the calculation for Financial Overview

This is a request. Would it be possible to show all Output VAT not marked as paid in the transactions and the calculation for Financial Overview, as we have VAT taken quarterly and although we are aware of it the figures are skewed until it is mar...
Rob Pearmain almost 5 years ago in IRIS KashFlow / Dashboard 0 New