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9 results found

  1. Merge Contact from within Precision

    Where duplicate contacts have been identified, users have requested the ability to merge these from within Precision (xBert currently do this)

    4 votes

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  2. Taking action in side Precision, rather than moving out to Xero.

    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.

    3 votes

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  3. Generate a report of unreconciled transactions and send this automatically to a client at regular intervals.

    2 votes

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  4. 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.

    2 votes

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  5. Identifying duplicate transactions based on reference number (not only "Contact" and "Value")

    3 votes

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  6. 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.

    2 votes

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  7. Ability for the system to save the "Precision" filter selected on the "Duplicate Contacts" page.

    1 vote

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  8. 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.

    2 votes

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  9. 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…

    4 votes

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