91 results found

1. Multi-Coded Contacts Transaction Dismiss

   I have noticed that in the multi-coded contacts that when an item has been dismissed for a contact all future items are dismissed in the same way as such I am having to review both the dismissed section and suggested every time I review to ensure that everything has been correctly coded. For example contact Jo blogs who is normally a supplier of material which we code as such then also charges us for some machinery which we capitalise and dismiss - this is fine. The following week perhaps we have accidently coded the materials purchase to IT costs, this will be dismissed already due to the fact that we have dismissed Jo blogs as a multi coded contact. So effectively the one transaction was fine to dismiss but that doesnt mean I dont want to ignore all future issues..

   The solution that I would ideally want is the ability to dismiss the individual transaction in my example instead of dismissing Jo as an individual that has multi-coded transactions I would want to dismiss the transaction that was capitalised.. Therefore any future miscoding's will again be flagged if again I am okay with the different coding I can dismiss that transaction but I want this to be flagged each time otherwise I am going to have to review the dismissed section every time..

   I don't think this should replace the current way it works but having the ability to do both of these will be big for me and my team. I would use the transactional dismiss more then a contact however there is use cases for the contact as well i.e. places like Amazon I would keep here but as I say I think a transactional dismiss would be superior.

   Another option which would also work but would not be as good would just be the ability to add a note to contacts or transactions within the Dext Precision platform so when I am reviewing the dismissed items I can see why my team have done that instead of having to check for myself.

   I have noticed that in the multi-coded contacts that when an item has been dismissed for a contact all future items are dismissed in the same way as such I am having to review both the dismissed section and suggested every time I review to ensure that everything has been correctly coded. For example contact Jo blogs who is normally a supplier of material which we code as such then also charges us for some machinery which we capitalise and dismiss - this is fine. The following week perhaps we have accidently coded the materials purchase to IT costs, this… more

   5 votes

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2. Remove Multiple Flow Lists

   The ability to delete multiple flow lists at a time rather than one by one.

   7 votes

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3. MYOB Business Integration

   I would like MYOB business to be integrated with Precision so I can perform checks across all of my clients

   3 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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4. Receipt bank integration

   Feature request....
   The set contact default is kind of useful however the problem is most people are not entering invoices directly in to Xero therefore the default does not auto populate. Why not also link in with Receipt Bank therefore setting supplier / contact defaults there - this would ensure that the data comes in to the system correct / clean

   2 votes

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5. 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.

   1 vote

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   0 comments  ·  Design  ·  Edit…  ·  Delete…  ·  Admin →
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6. 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

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7. 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 are correct.

   It would also be very helpful to dismiss some of the flagged ABNs once they've been actioned. Insurance companies and Department of Transport transactions are flagged as they have a valid ABN but have a GST free transaction. Due to stamp duty and such, these ABNs will always have transactions over different tax codes. Some clients also have personal purchases in the Xero file so the BAS excluded transactions flagged against valid ABNs is an issue. An option to dismiss them once checked or adding them to an exclusion list would save double-handling in future.

   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… more

   3 votes

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8. 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

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   0 comments  ·  Focus  ·  Delete…  ·  Admin →
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9. Notifications

   notifications

   4 votes

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   2 comments  ·  Dashboards  ·  Delete…  ·  Admin →
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10. 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

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11. Customising the Precision health score

    I want to be able to customise the health score in Precision to better reflect how my clients are using their GL.

    10 votes

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    4 comments  ·  Dashboards  ·  Delete…  ·  Admin →
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    Under Review  ·  AdminSimon Williams (Admin, Dext) responded

    Hello all, 

    
    

    We are currently reviewing this and looking to implement something in 2023.

    
    

    Have a lovely holidays, 

    
    

    Simon