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Precision

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73 results found

  1. Be able to set repeating flows to a calendar date (i.e 5th) rather than just month end

    Be able to set repeating flows to a calendar date (i.e 5th) rather than just month end. At present if you want a flow to be a different date you have to manually create them to that date. You can not set reocurring flows to anything other than a month end.

    2 votes

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    0 comments  ·  Focus  ·  Admin →
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  2. Have a dismissed this flow tab in each section

    Have a tab on each section for items dismissed in this flow rather than them going into the dismissed section with previously dismissed items.

    4 votes

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  3. 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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    0 comments  ·  Cleanup  ·  Admin →
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  4. Set up a check that will show if the company is able to claim Small Employer’s Relief and Employer’s NI Allowance.

    2 votes

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  5. Allow adding specific users to certain clients in a bulk

    Allow adding specific users with a Member role to some clients even if they are not Xero users with Standard or Advisor role, and the client account is not set to Whole Team.

    2 votes

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    0 comments  ·  User Access Controls  ·  Admin →
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  6. Registered office address on Companies House info (deadlines dashboard)

    Registered office address on Companies House info (deadlines dashboard)

    2 votes

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  7. 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

    2 votes

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  8. Control Accounts to be connected with the Accounting software

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    2 votes

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  9. Functionality to create a report that will show the Supplier and Customer percentage of overall Sales and Purchases for a period of time.

    4 votes

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  10. Dext Precision - integration with Sage

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    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  11. Dext Precision - integration with FreeAgent

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    2 votes

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  12. Enable customised date range for Activity Stats Dashboard

    Activity Stats Dashboard enable a 5 year summary. So clients listed and then year 1, 2, 3, 4 ,5 with activity stats and turnover.

    3 votes

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  13. Activity Stats customisation

    It would be helpful if in the activity stats we could exclude some 'Bank' type accounts when calculating the total number of bank transactions.

    Currently, the number of total bank transactions in QuickBooks includes all the transactions in all the 'Bank' type accounts. However, in some cases, this number is distorted because some accounts had to be given the 'Bank' type for particular reasons but they are not actually bank accounts. So I don't want to know the number of transactions in those accounts- I want to know only the number of transactions that actually go through the bank and…

    1 vote

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  14. 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

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  15. Customised date feature for client list healthscores

    Client list page show current month by default needs to be made customable to provide historic data at a glance for previous completed months. Currently can only do this by individual client.

    1 vote

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    0 comments  ·  Dashboards  ·  Admin →
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  16. Director's Loan Account to be available for other regions

    1 vote

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    0 comments  ·  New Checks  ·  Admin →
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  17. 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

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  18. Bulk dismiss button for Cost Analysis anomalie

    1 vote

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  19. Ability to have "Last 6 Months" in Repeating Flows

    More options in Date Range Selector

    0 votes

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  20. Sandbox - option to toggle between ‘Most Recent Journals’ and “Full History”

    1 vote

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    0 comments  ·  Sandbox  ·  Admin →
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