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  1. The ABN Validation section has been great feature to play with, however there are a few gaps that would be a massive improvement if addressed.

    ABNs previously entered in Xero in the most common number format (xx *** *** ***) are causing an issue by incorrectly flagging as an invalid ABN due to the spaces between the digits. These spaces are usually on tax invoices and also come across if the ABN is copied directly from ABN Lookup. An option to bulk update ABNs would be great, or a way to dismiss the flag against the supplier ABN as they…

    2 votes

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

    9 votes

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

    8 votes

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  4. There is no financial year option in the following Precision Checks:
    - Activity Stats
    - Sales Analysis
    - Cost Analysis
    - Health Check
    - Historical Changes
    - Business Performance
    - Duplicate Transactions
    - Multi-coded contacts

    Australia's financial year is not the same as the Calendar year, therefore the financial year option would allow for users to not have to apply the Custom reporting dates.

    1 vote

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  5. The ability to edit the settings to re-assign flows to another team member beforehand so that when flow is automatically created, it is already assigned to the right people.

    1 vote

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  6. 1 vote

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  7. It would be great to have functionality to be able to create your own account reconciliation e.g. for accruals, whether this would be done manually or using AI to analyse the Xero ledger account or a combination of both.

    Precision currently reconciles accounts such as payroll taxes, VAT, fixed assets and bank but it would be great for accountants to be able to extend this to other Xero accounts of their choosing.

    1 vote

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  8. notifications

    2 votes

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  9. My new prospect's QuickBooks Online file didn't look too bad, when looking at just the current and preceding year. So I quoted accordingly. When getting into the cleanup I found multiple issues dating farther back. In short, a much bigger job than anticipated.

    1 vote

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  10. bulk edit the default Overview Reporting Mode (e.g. from last complete month to last 3 complete months) without going into each individual file and changing it

    1 vote

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  11. I want to be able to customise the health score in Precision to better reflect how my clients are using their GL.

    4 votes

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    • Only admins being able to set up new clients
    • When adding our team members to accounts it looks like it defaults to everyone selected. We’d like to respect a “deselect all” or similar button so that our colleagues don’t have to manually deselect possibly over a hundred people.
    1 vote

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  12. 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

    2 votes

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  13. 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.

    2 votes

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  14. 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.

    2 votes

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  15. I have a clean-up job involving calendar year 2019, 2020, and 2021 and would greatly appreciate being able to show the status before and after clean-up by year, so that I can tie in this info into my final report to the client.

    1 vote

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  16. Be able to customise the reporting period lock date grace period so that it doesn't affect the health score.

    I.e if the reporting period for that client matches the year end lock date, then it should be able to positively impact the reporting period lock date score.

    1 vote

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  17. Sometimes it is helpful to dismiss a multi-coded contact for only the period you are looking at, something like Amazon you don't want to always dismiss the suggestion but dismiss it for the period in which you are doing the work.

    1 vote

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  18. Customisable Insights viewed at a glance on the client Overview screen

    1 vote

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  19. Duplicate Contact Exports includes names rather than Xero URL

    1 vote

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