49 results found
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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 -
Payroll
Payroll reports: Number of payslips per month as an option in Activity Stats
1 vote -
Dismiss - notes
I have noticed that in the multi-coded contacts that when an item has been dismissed for a contact all future items are dismissed in the same way as such I am having to review both the dismissed section and suggested every time I review to ensure that everything has been correctly coded. For example contact Jo blogs who is normally a supplier of material which we code as such then also charges us for some machinery which we capitalise and dismiss - this is fine. The following week perhaps we have accidently coded the materials purchase to IT costs, this…
1 vote -
Remove Multiple Flow Lists
The ability to delete multiple flow lists at a time rather than one by one.
1 vote -
Receipt bank integration
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 / clean2 votes -
Summary number of clients in "filtered" practice dashboard view
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 -
Re-assign a Repeating flow prior to automatic creation
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 -
Customising the Precision health score
I want to be able to customise the health score in Precision to better reflect how my clients are using their GL.
8 votes -
Dismiss all within Multi-Coded Contacts
I want to be able to dismiss all within Multi-Coded Contacts so that i don't have to dismiss individually
10 votesHey everyone,
Thanks for your feedback we are looking into this now to see if its possible. If anyone would like to test this please let me know and we can add you to this early adopter list.
Thanks very much,
Simon
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Add "Find ABN" button to other GST categories
The "Find ABN" is only available on GST on Expenses and should be on all line items.
1 vote -
Notifications
notifications
3 votes -
Financial Year Option within Checks
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 contactsAustralia'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 -
The workflow check "health Score" needs to include the current healthscore. Right now, it just shows the targeted health score.
Health Score check should really show the clients current health score.
1 vote -
Building your own account reconciliation
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 -
How about allowing Health Checks to go back multiple years vs only ONE preceding year
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 -
Bulk update reporting mode date
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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