91 results found
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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 -
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 -
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 -
1 vote
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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 -
1 vote
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Ability to have "Last 6 Months" in Repeating Flows
More options in Date Range Selector
0 votes -
1 vote
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A report in order to view future Repeating Flows
Would like to see future repeating flows in order to plan workload
2 votes -
1 vote
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Be able to have Account Manager 1 and Account Manager 2 as the same person i.e. in the situation they do both parts of a joband isn't shared
Be able to have Account Manager 1 and Account Manager 2 as the same person i.e. in the situation they do both parts of a job where sometimes it's different individuals.
2 votes -
Additional building ability in Activity Stats report e.g. Q on Q, M on M, averages across x mths, column for total of other columns.
Additional building ability in Activity Stats report e.g. Q on Q, M on M, averages across x mths, column for total of other columns.
8 votes -
On Practice Analysis area, be able to add a couple of columns for custom fields e.g. current fee, latest fee review date, internal team
On Practice Analysis area, be able to add a couple of columns for custom fields e.g. current fee, latest fee review date, internal team
3 votes -
Enhanced Reporting
I think it would be nice if you will have an Enhanced reporting for advisory level. Key Metrics and financial statement
1 vote -
Custom control accounts
Ability to add other control accounts (not just payroll liability and DLA) to track them accounts.
3 votes -
Exporting detailed cleanup tool and insights report to send to clients. Into a booklet file.
Exporting detailed cleanup tool and insights report to send to clients. Into a booklet file.
1 vote -
3 votes
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QBO - RSA
To be able to import clients from QBO to Precision, the Precision team needs to be UK/CA/AU and US in order for us to offer to link a QBO client and also the QBO client location needs to be UK/CA/AU/US for it to import, I'm afraid.
What is the issue regarding RSA?
2 votes -
Create sales analysis of variances in the same way cost analysis works.
Create sales analysis of variances in the same way cost analysis works
1 vote -
Dear Inventory Integration
Dext integration with Dear Inventory or Cin7 to capture purchase orders
1 vote
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