73 results found
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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 -
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 -
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.
6 votes -
Merge Contact from within Precision
Where duplicate contacts have been identified, users have requested the ability to merge these from within Precision (xBert currently do this)
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.
4 votes -
4 votes
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Custom control accounts
Ability to add other control accounts (not just payroll liability and DLA) to track them accounts.
4 votes -
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 -
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…
4 votes -
Notifications
notifications
4 votes -
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.
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 -
Link to Dext Prepare to check for outstanding documents in costs inbox
Link to Dext Prepare to check for outstanding documents in costs inbox
3 votes -
Taking action in side Precision, rather than moving out to Xero.
When working in duplicate contacts, within the cleanup section, having the option to merge contracts, without having to go into the software would be amazing!
Furthermore, it would be an ideal to link Precision with Prepare, so that the duplicate contacts were note re-created again, as a result of DEXT Prepare using an incorrect contact name, for example.
3 votes -
Remove access for a 'Team Member' to be able to make Flow templates
Remove access for a 'Team Member' to be able to make Flow templates
3 votes -
PAYG control account lodgment dates
PAYG control account to have option to update when BAS is lodged. BAs agents often take advantage of the extended lodgment deadline and this flags as an issue when reviewing this control account at the end of the quarter
3 votes -
Make the sales analysis exportable
Make the sales analysis exportable
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
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