12 results found
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View a Teams client list
It would be great if the team could see the client list for their team in the dashboard, rather thank "my clients" and "all clients"
2 votes -
ability to star clients that aren't mine
I want to be able to star other people's clients as a favourite for me for instances where I need to keep an eye on them whilst they're on annual leave etc
2 votes -
single client record for prepare and precision in the new look dext
The new look for dext is great, however it would be even better if there was a single client record for clients that have both prepare & precision accounts, allowing you to easily choose if you are opening that client in precision or prepare & making the client list more streamlined without filtering.
1 vote -
Client Selection Screen Request
Good morning!
I have a request to change back the client selection process. Not sure why you changed the pop-out screen to select a client. We at Quick Action Accounting liked it better the way it was. The current method adds another step to our process. Not a fan! Love Dext just not the latest update. Thanks for listening.3 votes -
Multiple Accountant/Bookkeepers Invited
It would be very helpful to be able to invite more than one accountant/bookkeeper user as they are not always the same firm/person, but may still need access with the client's business showing on their client list so staff members can access documents.
5 votes -
Indicate active from inactive clients in the new client list
With the old client list the Active and Deactivated clients were separated into tabs making it easier to distinguish between them and it would be very useful to have such a feature with the new client list
5 votes -
Ability to see the number of documents in each client's Inbox for the New My Clients list UI
Ability to see the number of documents in each client's Inbox for the New My Clients list UI
1 vote -
No of flagged items column to be added
It would very useful to have a column on the client dashboard which shows the number of flagged items - thanks - RIchard
2 votes -
Flag clients with fees outstanding
Flag clients who may be on hold within the firm
1 vote -
Ability to add a password protection to client accounts
Ability to add a password protection to client accounts - I would like to be able to require a password should i wish to click into one specific client
1 vote -
Download all clients by Admin Users in accountant type of accounts
Ability for Admin Users to download all of their clients even if they don't have access/visibility to them.
1 vote -
Client List View for Multi-Account Client Users
Feedback from a partner: "Following the release of the multiuser merge function one of our clients has come to us with a question. They were on a call with one of our internal members of staff a few weeks ago and when sharing screens have noticed the Dashboard view on our internal practice.
They would be keen to explore this option from a client perspective – basically they have about 60 entities in total and would like to be able to view these at a Dashboard level – I appreciate prior to the multiuser function this would likely not be…
0 votes
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