14 results found
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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.
2 votes -
1 vote
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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 -
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 -
4 votes
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Dashboard for PAYE data from hmrc agent services too
Dashboard for PAYE data from hmrc agent services too
1 vote -
Registered office address on Companies House info (deadlines dashboard)
Registered office address on Companies House info (deadlines dashboard)
2 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 -
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 -
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 -
Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers on xero
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 -
Summary number of clients in "filtered" practice dashboard view
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 -
Customising the Precision health score
I want to be able to customise the health score in Precision to better reflect how my clients are using their GL.
10 votesHello all,
We are currently reviewing this and looking to implement something in 2023.
Have a lovely holidays,
Simon
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Notifications
notifications
4 votes
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