91 results found
-
Report on other metrics over time
I want to be able to report on other data such as Debtors days over time (e.g. monthly). Even in a customised report or have the ability to create my own formulas within this report
2 votes -
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)
2 votes -
The ability to add Payroll checks to Flows
Add Xero payroll checks into flows to incorporate these checks in the recurring processes
1 vote -
Audit Trail of Precision Actions
Understand which staff member has performed specific functions inside of prepare. E.g. Dismiss all, update contacts, etc
2 votes -
1 vote
-
Workflows Export
Exporting completed workflows. This would allow us to easily monitor what flows have been completed in a month and then go back and review the quality of work done.
1 vote -
The transactions >£1k without an attachment VAT check, would be great if you could run this across all clients in a dashboard
The transactions >£1k without an attachment VAT check, would be great if you could run this across all clients in a dashboard
1 vote -
To be able to create a report that will display the Bills, Sales, Bank and etc in a quarterly basis for all of the clients.
To be able to create a report that will display the Bills, Sales, Bank and etc in a quarterly basis for all of the clients.
2 votes -
Link to Dext Prepare to check for outstanding documents in costs inbox
Link to Dext Prepare to check for outstanding documents in costs inbox
2 votes -
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.
2 votes -
Cost analysis be able to identify invoice frequency pattern changes e.g. monthly invoice but one month there is 0 or 2.
Cost analysis be able to identify invoice frequency pattern changes e.g. monthly invoice but one month there is 0 or 2.
1 vote -
Remove access for a 'Team Member' to be able to make Flow templates
Remove access for a 'Team Member' to be able to make Flow templates
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 -
Client access
client access for health checks
1 vote -
Access newly created client to all collegues
Ability to give access to a newly created client to all colleagues in the new way of adding a client(new layout).
1 vote -
filters
be bale to filter between sales and expenses in all areas within flows
1 vote -
PAYG control account lodgment dates
PAYG control account to have option to update when BAS is lodged. BAs agents often take advantage of the extended lodgment deadline and this flags as an issue when reviewing this control account at the end of the quarter
1 vote -
Dext Precision for Direct clients
I’m not an accountant or bookkeeper but wanted to see the “health” of my Xero.
2 votes -
Dashboard for PAYE data from hmrc agent services too
Dashboard for PAYE data from hmrc agent services too
1 vote -
When setting up repeating flows by tags, be able to be more specific e.g. show clients tagged with 'we do bookkeeping' &'VAT QE Mar/Jun/Sep'
When setting up repeating flows by tags, be able to be more specific e.g. show clients tagged with 'we do bookkeeping' & 'VAT QE Mar/Jun/Sep/Dec'
2 votes
- Don't see your idea?