Submit Idea
SUBMIT IDEA

Dashboard

Showing 52

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

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 over 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 about 8 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 about 8 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

Separate theme

Set up another theme just for quotes
Guest 8 months ago in IRIS KashFlow / Dashboard 0 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 10 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 about 1 year 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 over 1 year ago in IRIS KashFlow / Dashboard 0 New