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9 results found

  1. 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

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  2. 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.

    3 votes

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  3. Move Dext Solo Clients to Dext Prepare

    Move Dext Solo Clients to Dext Prepare

    3 votes

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  4. 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

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  5. Flag clients with fees outstanding

    Flag clients who may be on hold within the firm

    1 vote

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  6. 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

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  7. 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

    1 vote

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  8. 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

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  9. 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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