91 results found
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Client configuration - pop up box when going into client for the first time/each time when the tax & control account area isn't completed.
Client configuration - pop up box when going into client for the first time/each time when the tax & control account area isn't completed.
4 votes -
Estimated timeframe for completing tasks on a flow
Option to set an estimated timeframe for how long each task on a workflow should take.
1 vote -
2 votes
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Rules Engine
Would love the ability to have rules about what is deemed a problem in the books. Maybe this already exists. An example would be, we use an invoice to enter daily sales for all of our clients, with the customers payments offsetting the invoice amount to create a $0 invoice for each day’s sales. This gets picked up as a problem for some reason by Dext Precision, and you’d have to go in and dismiss each warning to keep that from artificially reducing the health score. I’d love to be able to say, ignore any transactions with “daily sales” as…
2 votes -
on multi coded contacts be able to exclude suppliers
on multi coded contacts be able to exclude suppliers
8 votes -
Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers on xero
Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers are on where they should be.
2 votes -
1 vote
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1 vote
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2 votes
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Be able to change/edit description of Dext Precision's data driven checks in Flows.
Be able to change/edit description of Dext Precision's data driven checks in Flows
2 votes -
When exporting the Flow to pdf, also export supporting documents to appendices at end of document.
When exporting the Flow to pdf, also export supporting documents to appendices at end of document.
4 votes -
Export data showing the actions of Flows e.g. when submitted for review, reviewed, dates it has been passed back to assignee/completed
Export data showing the actions of Flows e.g. when submitted for review, reviewed, dates it has been passed back to assignee/completed - across all clients not just one. In order to use as KPIs for staff members.
9 votes -
Similar to multicoded contacts - Set rules to specific nominal codes so that anything posted to a code other than x is flagged as an error.
Similar to multicoded contacts - Set rules to specific nominal codes so that anything posted to a code other than x is flagged as an error. Will pick up where items are consistently wrong.
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 -
As well as a Closing Comments box on Flows, have a recurring comments which roll over to future repeating Flows on that client
Comments that can be rolled to the next repeating flow
7 votes -
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 -
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 -
Google and other links
Allow Google Docs or Google Sheets or other web links to be added to Flow steps
1 vote -
Flows - edit function
DEXT Flows
At present it is not possible to edit/delete a flow that someone has created, but we are finding if people leave that flows, especially repeating flows continue.
Can we have the option that the Account Manager 1 can edit any flow in the account?4 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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