91 results found
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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 votesHello all,
We are currently reviewing this and looking to implement something in 2023.
Have a lovely holidays,
Simon
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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 -
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 multi coded contacts be able to exclude suppliers
on multi coded contacts be able to exclude suppliers
8 votes -
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 -
Remove Multiple Flow Lists
The ability to delete multiple flow lists at a time rather than one by one.
7 votes -
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…
5 votes -
Reviewer check boxes in flows
Have a reviewer tick for each section so if you have to go onto something else and come back to it it is easier to see where you were upto.
4 votes -
4 votes
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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 -
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 -
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 -
Notifications
notifications
4 votes -
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.
3 votes -
Bulk edit client visibility
Ability to edit in a bulk the client visibility as at the moment you need to do it for each client separately, which is time consuming in case you need to do this for 100+ clients.
3 votes -
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 -
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 -
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 -
Custom control accounts
Ability to add other control accounts (not just payroll liability and DLA) to track them accounts.
3 votes -
3 votes
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