9 results found
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Audit Trail of Precision Actions
Understand which staff member has performed specific functions inside of prepare. E.g. Dismiss all, update contacts, etc
4 votes -
Dext Precision for Direct clients
I’m not an accountant or bookkeeper but wanted to see the “health” of my Xero.
2 votes -
Bring name of users in line with Dext Prepare i.e. basic user and admin user, rather than Team Member
Bring name of users in line with Dext Prepare i.e. basic user and admin user, rather than Team Member
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.
2 votes -
Replies to comments
It would be really useful when a comment is added to a flow, if a reply could be added directly to that comment.
3 votes -
debtor balance
Ability to change the date filters for Debtor Balance when creating a custom report/reports/ Currently, there are only two options - >3 months and > 12 months.
2 votes -
1 vote
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1 vote
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Client portal - portal to raise queries (unpaid bills), requests missing invoices, other bookkeeping queries
It would be good to have a client portal where we can log/raise queries to clients through Dext Precision. This would ride off of the Dext prepare messaging functionality.
3 votes
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