23 results found
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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.
4 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
2 votes -
The ability to add Payroll checks to Flows
Add Xero payroll checks into flows to incorporate these checks in the recurring processes
1 vote -
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.
3 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 -
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 -
filters
be bale to filter between sales and expenses in all areas within flows
1 vote -
2 votes
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2 votes
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Export data showing the actions of Flows e.g. when submitted for review, reviewed, dates it has been passed back to assignee/completed
Export data showing the actions of Flows e.g. when submitted for review, reviewed, dates it has been passed back to assignee/completed - across all clients not just one. In order to use as KPIs for staff members.
9 votes -
A report in order to view future Repeating Flows
Would like to see future repeating flows in order to plan workload
2 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 -
Be able to have Account Manager 1 and Account Manager 2 as the same person i.e. in the situation they do both parts of a joband isn't shared
Be able to have Account Manager 1 and Account Manager 2 as the same person i.e. in the situation they do both parts of a job where sometimes it's different individuals.
2 votes -
When exporting the Flow to pdf, also export supporting documents to appendices at end of document.
When exporting the Flow to pdf, also export supporting documents to appendices at end of document.
4 votes -
2 votes
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Remove Multiple Flow Lists
The ability to delete multiple flow lists at a time rather than one by one.
7 votes -
Be able to change/edit description of Dext Precision's data driven checks in Flows.
Be able to change/edit description of Dext Precision's data driven checks in Flows
2 votes -
Estimated timeframe for completing tasks on a flow
Option to set an estimated timeframe for how long each task on a workflow should take.
1 vote -
Flows - edit function
DEXT Flows
At present it is not possible to edit/delete a flow that someone has created, but we are finding if people leave that flows, especially repeating flows continue.
Can we have the option that the Account Manager 1 can edit any flow in the account?4 votes
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