29 results found
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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.
2 votes -
1 vote
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Estimated timeframe for completing tasks on a flow
Option to set an estimated timeframe for how long each task on a workflow should take.
1 vote -
1 vote
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on multi coded contacts be able to exclude suppliers
on multi coded contacts be able to exclude suppliers
1 vote -
Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers on xero
Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers are on where they should be.
1 vote -
1 vote
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1 vote
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1 vote
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Be able to change/edit description of Dext Precision's data driven checks in Flows.
Be able to change/edit description of Dext Precision's data driven checks in Flows
1 vote -
When exporting the Flow to pdf, also export supporting documents to appendices at end of document.
When exporting the Flow to pdf, also export supporting documents to appendices at end of document.
1 vote -
Similar to multicoded contacts - Set rules to specific nominal codes so that anything posted to a code other than x is flagged as an error.
Similar to multicoded contacts - Set rules to specific nominal codes so that anything posted to a code other than x is flagged as an error. Will pick up where items are consistently wrong.
1 vote -
Chart of account reports
It would be great to be able to run reports across all our clients.
For example, if we could run a report for all clients that have used the "motor vehicle" code in Xero then this would really help us making sure we don't miss any P11ds
1 vote -
As well as a Closing Comments box on Flows, have a recurring comments which roll over to future repeating Flows on that client
Comments that can be rolled to the next repeating flow
1 vote -
Multi Coded Contacts with transaction values export.
Multi Coded Contacts - it would be great to be able to export this report that shows the transaction values. I know you can do this for individual contacts via the grid, but I would like to be able to do if for every contact collectively.
1 vote -
Twinfield connection for Insights
With the creation of deadline dashboards and the insights available, is there any plans for DEXT Precision to link to Twinfield, in the same way that it currently does for Xero/QBO
1 vote -
Google and other links
Allow Google Docs or Google Sheets or other web links to be added to Flow steps
1 vote -
Flows - edit function
DEXT Flows
At present it is not possible to edit/delete a flow that someone has created, but we are finding if people leave that flows, especially repeating flows continue.
Can we have the option that the Account Manager 1 can edit any flow in the account?1 vote -
MYOB Business Integration
I would like MYOB business to be integrated with Precision so I can perform checks across all of my clients
2 votes -
ABN Validation | Option to Bulk Edit or Dismiss "Invalid" Flags
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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