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9 results found

  1. Understand which staff member has performed specific functions inside of prepare. E.g. Dismiss all, update contacts, etc

    4 votes

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  2. I’m not an accountant or bookkeeper but wanted to see the “health” of my Xero.

    2 votes

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  3. Bring name of users in line with Dext Prepare i.e. basic user and admin user, rather than Team Member

    1 vote

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  4. 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

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  5. 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

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  6. 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

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  7. 1 vote

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  8. 1 vote

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  9. 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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