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  1. I would like MYOB business to be integrated with Precision so I can perform checks across all of my clients

    2 votes

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  2. 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…

    3 votes

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    1 comment  ·  Cleanup  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Feature request....
    The set contact default is kind of useful however the problem is most people are not entering invoices directly in to Xero therefore the default does not auto populate. Why not also link in with Receipt Bank therefore setting supplier / contact defaults there - this would ensure that the data comes in to the system correct / clean

    2 votes

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  4. Under Practice Analysis -> Practice Dashboard, add a subtotal or "count/sum" bubble for filtered view. currently there is only the count bubble for "all clients" "my clients" and "favourites". for example, filter by healthscore >75, the number of clients meeting this criteria changes all the time and we just need a quick flash number every day

    2 votes

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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.

    2 votes

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

    10 votes

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    2 comments  ·  Cleanup  ·  Flag idea as inappropriate…  ·  Admin →

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

    9 votes

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  8. The "Find ABN" is only available on GST on Expenses and should be on all line items.

    1 vote

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  9. notifications

    3 votes

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    1 comment  ·  Dashboards  ·  Flag idea as inappropriate…  ·  Admin →

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

    6 votes

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  12. 1 vote

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  13. 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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  14. 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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  15. 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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  16. 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.

    3 votes

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  17. 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.

    3 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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  18. 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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  19. 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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