74 results found
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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 -
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…
3 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.
3 votes -
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 -
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 -
Data health and insights for MYOB
Make available the data checks and insights for MYOB data
2 votes -
Report on other metrics over time
I want to be able to report on other data such as Debtors days over time (e.g. monthly). Even in a customised report or have the ability to create my own formulas within this report
2 votes -
The ability to add Payroll checks to Flows
Add Xero payroll checks into flows to incorporate these checks in the recurring processes
2 votes -
Workflows Export
Exporting completed workflows. This would allow us to easily monitor what flows have been completed in a month and then go back and review the quality of work done.
2 votes -
When setting up repeating flows by tags, be able to be more specific e.g. show clients tagged with 'we do bookkeeping' &'VAT QE Mar/Jun/Sep'
When setting up repeating flows by tags, be able to be more specific e.g. show clients tagged with 'we do bookkeeping' & 'VAT QE Mar/Jun/Sep/Dec'
2 votes -
Flow Assignee's
When creating a flow, we would like to be able to "bulk" change the assignee. At the moment, it automatically assigns to the Account manager.
2 votes -
2 votes
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Be able to set repeating flows to a calendar date (i.e 5th) rather than just month end
Be able to set repeating flows to a calendar date (i.e 5th) rather than just month end. At present if you want a flow to be a different date you have to manually create them to that date. You can not set reocurring flows to anything other than a month end.
2 votes -
Duplicate Transactions Export showing all transactions data and values
Duplicate Transactions - it would be great to be able to export this report that shows the all transaction values. I know you can do this for individual transactions via the grid, but I would like to be able to do if for all duplicate transactions collectively.
2 votes -
2 votes
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Allow adding specific users to certain clients in a bulk
Allow adding specific users with a Member role to some clients even if they are not Xero users with Standard or Advisor role, and the client account is not set to Whole Team.
2 votes -
Registered office address on Companies House info (deadlines dashboard)
Registered office address on Companies House info (deadlines dashboard)
2 votes -
2 votes
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2 votes
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2 votes
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