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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 almost 7 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

Sent message outbox

Would be good if we could have an outbox where we can see messages (invoices, direct debit mandates etc) that have been sent out. For direct debits, this would also allow us to sent a link in normal company email as an alternative.
Guest almost 7 years ago in IRIS KashFlow / Dashboard 0 Will not implement

Customise left hand Navigation Panel

Make the left hand Navigation Panel words Customisable by the user to make it more user friendly. Example Payments change Credit Cards
Guest almost 7 years ago in IRIS KashFlow / Dashboard 0 Will not implement

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

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

Search Box for ALL Users

I have 3 additional users on my account who need to be able to find invoices without using invoice numbers yet they don't have a search box option. It is proving to be extremely frustrating for them and me as I am having to search for things for ...
Guest over 7 years ago in IRIS KashFlow / Dashboard 0 Acknowledged

On the dashboard the VAT summary should show the dates of the next return to be processed

The dashboard helps show clients the financial overview but unfortunately the VAT summary doesn't show the next VAT return period. We would all benefit from this happening.
Emma Ransom over 7 years ago in IRIS KashFlow / Dashboard 0 Planned

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 almost 8 years ago in IRIS KashFlow / Dashboard 0 Acknowledged