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  1. Understand which staff member has performed specific functions inside of prepare. E.g. Dismiss all, update contacts, etc

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  2. To be able to create a report that will display the Bills, Sales, Bank and etc in a quarterly basis for all of the clients.

    3 votes

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    0 comments  ·  Dashboards  ·  Admin →
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  3. Link to Dext Prepare to check for outstanding documents in costs inbox

    3 votes

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    0 comments  ·  New Checks  ·  Admin →
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  4. I want to be able to report on other data such as Debtors days over time (e.g. monthly). Even in a customised report or have the ability to create my own formulas within this report

    2 votes

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    0 comments  ·  Sandbox  ·  Admin →
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  5. Where duplicate contacts have been identified, users have requested the ability to merge these from within Precision (xBert currently do this)

    2 votes

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    0 comments  ·  Cleanup  ·  Admin →
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  6. Have a reviewer tick for each section so if you have to go onto something else and come back to it it is easier to see where you were upto.

    5 votes

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    0 comments  ·  Focus  ·  Admin →
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  7. Remove access for a 'Team Member' to be able to make Flow templates

    3 votes

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    0 comments  ·  Focus  ·  Admin →
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  8. Exporting completed workflows. This would allow us to easily monitor what flows have been completed in a month and then go back and review the quality of work done.

    2 votes

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    0 comments  ·  Exports  ·  Admin →
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  9. When working in duplicate contacts, within the cleanup section, having the option to merge contracts, without having to go into the software would be amazing!

    Furthermore, it would be an ideal to link Precision with Prepare, so that the duplicate contacts were note re-created again, as a result of DEXT Prepare using an incorrect contact name, for example.

    2 votes

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    0 comments  ·  Cleanup  ·  Admin →
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  10. Add Xero payroll checks into flows to incorporate these checks in the recurring processes

    1 vote

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  11. 1 vote

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  12. 2 votes

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    1 comment  ·  Cleanup  ·  Admin →
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  13. I’m not an accountant or bookkeeper but wanted to see the “health” of my Xero.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Have a tab on each section for items dismissed in this flow rather than them going into the dismissed section with previously dismissed items.

    3 votes

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    0 comments  ·  Focus  ·  Admin →
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  15. The transactions >£1k without an attachment VAT check, would be great if you could run this across all clients in a dashboard

    1 vote

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    0 comments  ·  Dashboards  ·  Admin →
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  16. Ability to edit in a bulk the client visibility as at the moment you need to do it for each client separately, which is time consuming in case you need to do this for 100+ clients.

    4 votes

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  17. When setting up repeating flows by tags, be able to be more specific e.g. show clients tagged with 'we do bookkeeping' & 'VAT QE Mar/Jun/Sep/Dec'

    2 votes

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    0 comments  ·  Focus  ·  Admin →
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  18. Additional building ability in Activity Stats report e.g. Q on Q, M on M, averages across x mths, column for total of other columns.

    8 votes

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    1 comment  ·  Dashboards  ·  Admin →
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  19. When creating a flow, we would like to be able to "bulk" change the assignee. At the moment, it automatically assigns to the Account manager.

    2 votes

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    0 comments  ·  Focus  ·  Admin →
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  20. Make the sales analysis exportable

    2 votes

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    0 comments  ·  Insights  ·  Admin →
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