91 results found
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1 vote
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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.
1 vote -
The transactions >£1k without an attachment VAT check, would be great if you could run this across all clients in a dashboard
The transactions >£1k without an attachment VAT check, would be great if you could run this across all clients in a dashboard
1 vote -
Cost analysis be able to identify invoice frequency pattern changes e.g. monthly invoice but one month there is 0 or 2.
Cost analysis be able to identify invoice frequency pattern changes e.g. monthly invoice but one month there is 0 or 2.
1 vote -
Bring name of users in line with Dext Prepare i.e. basic user and admin user, rather than Team Member
Bring name of users in line with Dext Prepare i.e. basic user and admin user, rather than Team Member
1 vote -
Client access
client access for health checks
1 vote -
Access newly created client to all collegues
Ability to give access to a newly created client to all colleagues in the new way of adding a client(new layout).
1 vote -
filters
be bale to filter between sales and expenses in all areas within flows
1 vote -
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
1 vote -
Dashboard for PAYE data from hmrc agent services too
Dashboard for PAYE data from hmrc agent services too
1 vote -
1 vote
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1 vote
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Activity Stats customisation
It would be helpful if in the activity stats we could exclude some 'Bank' type accounts when calculating the total number of bank transactions.
Currently, the number of total bank transactions in QuickBooks includes all the transactions in all the 'Bank' type accounts. However, in some cases, this number is distorted because some accounts had to be given the 'Bank' type for particular reasons but they are not actually bank accounts. So I don't want to know the number of transactions in those accounts- I want to know only the number of transactions that actually go through the bank and…
1 vote -
Customised date feature for client list healthscores
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 -
1 vote
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1 vote
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1 vote
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1 vote
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Enhanced Reporting
I think it would be nice if you will have an Enhanced reporting for advisory level. Key Metrics and financial statement
1 vote -
Exporting detailed cleanup tool and insights report to send to clients. Into a booklet file.
Exporting detailed cleanup tool and insights report to send to clients. Into a booklet file.
1 vote
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