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My Ideas: Dashboard

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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 about 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Please can you sort the dashboard issue

when logging in and taken to the dashboard, If you click to reports it will take you back to the dashboard on the first few attempts. It very annoying and I imagine quite simple to fix
Guest about 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Be able to delete redundant Additional Users

I can create new Additional Users but when I don't want access to be available I can't delete their profiles - only Disable them. It would be cleaner and clearer to be able to DELETE Additional Users which are no longer required.
Guest about 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

To see repeat purchaes ie DD & SO on a weekly/monthly basis

It would be useful to see regular repeat outgoings (D/D's or S/O's) when entering the month end date, at the moment you can only see them if entered manually.
Guest about 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

clients should have access to all their companies using only one log in detail and on single dashboard.

if the client have more than one company he/she should have access to all his/her companies using only one log in detail and on one single dashboard.. making it quick and easy for the client..
Guest over 6 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Abreviated Profit and Loss on dashboard

A really helpful feature would be if I could get my profit and loss as per current month and the accumulated for the running business year on to my dashbaoard, so at one plimpse I can see where my business stands. I just needs to be an an extract ...
Guest over 6 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

Remove archived bank accounts from dashboard

The dashboard is intended to give you a quick overview of where you stand but its currently quite crowded. Is there a way to remove archived bank accounts from dashboard so we're not wading through accounts that are not needed anymore? It would ne...
Guest over 6 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

Search Box issue

Issue: Search box does not look up all data equally - after a recent support query #300676 I was advised that "The search bar in the top left only searches for invoice numbers or customer references" - This is not true. Example: I type in "FISH...
Ben almost 7 years ago in IRIS KashFlow / Dashboard 1 Acknowledged

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 almost 7 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 about 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged