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6 results found

  1. ability to set up clients on precision who do not yet have a Xero license

    i want to be able to set up new clients in Precision who do not have a Xero license yet (or license has not been transferred to us yet). This will allow us to start an onboarding checklist before we have Xero.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. Payroll

    Payroll reports: Number of payslips per month as an option in Activity Stats

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Dismiss all within Multi-Coded Contacts

    I want to be able to dismiss all within Multi-Coded Contacts so that i don't have to dismiss individually

    11 votes

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    2 comments  ·  Cleanup  ·  Admin →
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    Completed  ·  AdminHelen Lloyd (Admin, Dext) responded

    Hi there, 


    Thanks so much for your Precision suggestion to have a dismiss all multi-coded contacts option. We're happy to let you a new "Dismiss all" button is now live! 

    you can find it on the right-hand side under the search bar.


    We'd love to hear any more ideas you have too, so keep sharing your feedback.

  4. Increase functionality to comments within Flows

    Ability to attach documents, pictures, or videos to comments within Flows.

    9 votes

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    1 comment  ·  Focus  ·  Admin →
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  5. Total number of transactions

    Report on the total number of transactions in each bank account over a given period

    1 vote

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    0 comments  ·  New Checks  ·  Admin →
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  6. Track health scores over time

    I want to be able to track the health score over time in Precision so I can get a better understanding of client data improving or deteriorating.

    1 vote

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    Completed  ·  0 comments  ·  Dashboards  ·  Admin →
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