12 results found
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Custom reports for company accounts already on Dext Prepare
I would like custom report function for our company account that is only available through Dext Precision. Happy to pay extra for it, but we would find this feature beneficial.
1 vote -
Timer add on used for reporting and billing for each client with the number of inputs, not only receipts, but supplier rule etc.
Add a timer option in each client so, we accountant can follow the amount of time we actually work on the client and offer the option of a report for each. This would be merveilleux!!!!
1 vote -
Client insights and changeable timelines
Customisable client insights dashboard with the opportunity to change reporting periods in Dext Prepare.
Opportunity in Dext Precision to change the dates of submission. Some client scores are being reduced because there isn't a frequent upload, but that's because they're done quarterly1 vote -
1 vote
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1 vote
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Log in dates
last log in date on client list
1 vote -
Add bank feed section to practice insights
To have a bank feed section in the practice insights, to see which clients have an active bank feed set up
1 vote -
Bulk upload of managed by / location boxes to client list (similar to practice code bulk upload)
Bulk upload of managed by / location boxes to client list (similar to practice code bulk upload)
1 vote -
View Report of items already published in a client account from the Practice Insights
Is there a way to see the number of items actioned (say over a day) in Prepare rather than those left to action?
4 votes -
Improve Practice Insights
The ability to drill down on average delay days and auto publish % in practice insights would be great.
3 votes -
My Team Insights
My Team insights within Practice Insights - the ability to see what our Staff are coding each day would be useful.
Avg number of items per day, month
On Avg how long they take to code/they spend in Dext
Most active setting up Rules3 votes -
Tagging option in Dext Prepare similar to Dext Precision
Is there a way to tag clients in Dext Prepare - similarly to how you can in Precision? What I’m hoping for is to be able to tag or filter clients for who we do the bookkeeping for vs who do their own bookkeeping
2 votes
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