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Dashboard

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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 over 6 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 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 over 7 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