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14 results found

  1. 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  ·  Admin →
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  2. 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

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  3. 4 votes

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  4. notifications

    4 votes

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    2 comments  ·  Dashboards  ·  Admin →
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  5. To be able to create a report that will display the Bills, Sales, Bank and etc in a quarterly basis for all of the clients.

    3 votes

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  6. 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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  7. 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

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  8. Registered office address on Companies House info (deadlines dashboard)

    2 votes

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  9. 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

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  10. 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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  11. 1 vote

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  12. The transactions >£1k without an attachment VAT check, would be great if you could run this across all clients in a dashboard

    1 vote

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  13. Dashboard for PAYE data from hmrc agent services too

    1 vote

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  14. 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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