73 results found
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1 vote
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1 vote
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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 -
Chart of account reports
It would be great to be able to run reports across all our clients.
For example, if we could run a report for all clients that have used the "motor vehicle" code in Xero then this would really help us making sure we don't miss any P11ds
1 vote -
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 -
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 -
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.
3 votes -
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.
2 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 -
Notifications
notifications
4 votes -
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 -
Ability to have "Last 6 Months" in Repeating Flows
More options in Date Range Selector
0 votes -
Lock Date: invoice date not before locked date even if its recorded within lock date. Change invoice to first available date (or list warni
Lock Date: invoice date not before locked date even if its recorded within lock date.
Change invoice to first available date (or list warnings).
0 votes
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