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

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

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.

The capability to export to Google Sheets from Precision

Allow users to change the tax rate on the Corporation Tax insight

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

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

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

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.

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.

Report on the total number of transactions in each bank account over a given period

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

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.

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

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.

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.

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.

Access number of Unreconciled Transactions through the API

A library of our pre-made top custom reports that are popular with partners to select from when onboarding Precision

Export function added to Sales Analysis.