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  1. 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

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  2. Allow Google Docs or Google Sheets or other web links to be added to Flow steps

    1 vote

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  3. 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

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  4. I would like MYOB business to be integrated with Precision so I can perform checks across all of my clients

    2 votes

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  5. 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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  6. Payroll reports: Number of payslips per month as an option in Activity Stats

    1 vote

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  7. 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

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  8. The ability to delete multiple flow lists at a time rather than one by one.

    1 vote

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  9. 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 / clean

    2 votes

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  10. 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

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  11. 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

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

    8 votes

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

    10 votes

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    2 comments  ·  Cleanup  ·  Flag idea as inappropriate…  ·  Admin →
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    Hey 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

  14. The "Find ABN" is only available on GST on Expenses and should be on all line items.

    1 vote

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  15. notifications

    3 votes

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    1 comment  ·  Dashboards  ·  Flag idea as inappropriate…  ·  Admin →
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  16. 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 contacts

    Australia'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

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  17. 1 vote

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  18. 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

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  19. 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

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  20. 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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