67 results found
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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.
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.
6 votes -
1 vote
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Duplicate Transactions Export showing all transactions data and values
Duplicate Transactions - it would be great to be able to export this report that shows the all transaction values. I know you can do this for individual transactions via the grid, but I would like to be able to do if for all duplicate transactions collectively.
1 vote -
2 votes
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on multi coded contacts be able to exclude suppliers
on multi coded contacts be able to exclude suppliers
6 votes -
Export data showing the actions of Flows e.g. when submitted for review, reviewed, dates it has been passed back to assignee/completed
Export data showing the actions of Flows e.g. when submitted for review, reviewed, dates it has been passed back to assignee/completed - across all clients not just one. In order to use as KPIs for staff members.
8 votes -
1 vote
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Allow adding specific users to certain clients in a bulk
Allow adding specific users with a Member role to some clients even if they are not Xero users with Standard or Advisor role, and the client account is not set to Whole Team.
1 vote -
Bulk edit client visibility
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.
1 vote -
Registered office address on Companies House info (deadlines dashboard)
Registered office address on Companies House info (deadlines dashboard)
1 vote -
Automatically receive an email at a certain time e.g. monthly of the client report such as the client's turnover and health review report.
Automatically receive an email at a certain time e.g. monthly of the client report such as the client's turnover, health review report, and other reports created for the client.
1 vote -
1 vote
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Have the box 4 to 7 check available in other Flows not just the VAT checker
Have the box 4 to 7 check available in other Flows not just the VAT checker
1 vote -
1 vote
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1 vote
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1 vote
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1 vote
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Enable customised date range for Activity Stats Dashboard
Activity Stats Dashboard enable a 5 year summary. So clients listed and then year 1, 2, 3, 4 ,5 with activity stats and turnover.
1 vote -
Activity Stats customisation
It would be helpful if in the activity stats we could exclude some 'Bank' type accounts when calculating the total number of bank transactions.
Currently, the number of total bank transactions in QuickBooks includes all the transactions in all the 'Bank' type accounts. However, in some cases, this number is distorted because some accounts had to be given the 'Bank' type for particular reasons but they are not actually bank accounts. So I don't want to know the number of transactions in those accounts- I want to know only the number of transactions that actually go through the bank and…
1 vote -
Be able to have Account Manager 1 and Account Manager 2 as the same person i.e. in the situation they do both parts of a joband isn't shared
Be able to have Account Manager 1 and Account Manager 2 as the same person i.e. in the situation they do both parts of a job where sometimes it's different individuals.
2 votes
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