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  1. Ability to attach documents, pictures, or videos to comments within Flows.

    4 votes

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    0 comments  ·  Focus  ·  Flag idea as inappropriate…  ·  Admin →
  2. I want to be able to customise the health score in Precision to better reflect how my clients are using their GL.

    3 votes

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    1 comment  ·  Dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  3. The ability to check that the GST amount that has been attributed to GST is 1/11th of the total gross amount. If not, the ability to service the inconsistency.

    3 votes

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    0 comments  ·  New Checks  ·  Flag idea as inappropriate…  ·  Admin →
  4. The capability to export to Google Sheets from Precision

    2 votes

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    0 comments  ·  Exports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow users to change the tax rate on the Corporation Tax insight

    2 votes

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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  6. I'm a bit shocked I'm having to submit this as a feature request, as I would have thought for data security reasons this should be built into the system.

    Please could you build in a feature to log the activity of team members on each account, so that we can see the last time each team member logged in? This is common in most other systems such as Xero and Quickbooks.

    Thanks

    1 vote

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    0 comments  ·  User Access Controls  ·  Flag idea as inappropriate…  ·  Admin →
  7. Be able to assign Flow templates to multiple clients based on the tags that those clients have applied to them. Would help hugely when e.g. assigning quarterly b/k flow to all clients with QE 31 Oct 21 tag

    1 vote

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  8. I want to be able to dismiss all within Multi-Coded Contacts so that i don't have to dismiss individually

    2 votes

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    0 comments  ·  Cleanup  ·  Flag idea as inappropriate…  ·  Admin →
  9. Currently defaults are suggested for Xero, but given most people will be using Dext Prepare and have the settings "let Dext decide" on the categorisation for COA and tax, then it would be much more helpful for the defaults to be set in Dext rather than Xero. In fact setting the defaults in Xero is borderline useless.

    1 vote

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    0 comments  ·  Cleanup  ·  Flag idea as inappropriate…  ·  Admin →
  10. It would be good to have a client portal where we can log/raise queries to clients through Dext Precision. This would ride off of the Dext prepare messaging functionality.

    1 vote

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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. Report on the total number of transactions in each bank account over a given period

    1 vote

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    0 comments  ·  New Checks  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ability to manually reconcile FA register - dependent on set up in Xero, sometimes it is never possible to have this reconciling in Precision (e.g. if additions accounts are used as well as charge for year account rather than just one at cost account and one depreciation account). It also will not come back if the register is introduced at a later date than original depreciation

    1 vote

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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  13. PDF export for the Duplicate Contacts list in Precision. A white label report similar to the health check and activity stats with the ability for clients to click on the contact name and resolve it. Also, to have an Excel download version would be appreciated.

    1 vote

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    0 comments  ·  Exports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Hi

    Would be very helpful to see Activity Stats for Expenses (not just Sales/Turnover). Complexity often lies with the Expense side, being able to see the trend would aid in pricing up new jobs.

    Thanks

    1 vote

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    0 comments  ·  Insights  ·  Flag idea as inappropriate…  ·  Admin →
  15. I would love a VAT to turnover reconciliation, please :)
    Box 6 on the VAT return should match the sales figure in the P&L for the quarter.

    1 vote

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    0 comments  ·  Sales Tax  ·  Flag idea as inappropriate…  ·  Admin →
  16. Within the Tax code review section its common to review all the transactions in this section, it would be useful to see against every transaction what the 'default tax rate' and 'default account code' for a given transaction is that has been set-up in the ledger. And then be able to filter to just show transactions that are posted differently to the default.

    1 vote

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    0 comments  ·  Sales Tax  ·  Flag idea as inappropriate…  ·  Admin →
  17. I would like to be able to remove certain insight checks such as the depreciation run from my health score. The depreciation is only run once a year so for this client i do not want it included in my monthly checks or as part of my healthscore percentage.

    1 vote

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  18. Access number of Unreconciled Transactions through the API

    1 vote

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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  19. A library of our pre-made top custom reports that are popular with partners to select from when onboarding Precision

    1 vote

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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  20. Export function added to Sales Analysis.

    1 vote

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    0 comments  ·  Exports  ·  Flag idea as inappropriate…  ·  Admin →
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