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23 results found

  1. 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.

    6 votes

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  2. Remove access for a 'Team Member' to be able to make Flow templates

    3 votes

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  3. Have a tab on each section for items dismissed in this flow rather than them going into the dismissed section with previously dismissed items.

    4 votes

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  4. Add Xero payroll checks into flows to incorporate these checks in the recurring processes

    1 vote

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  5. 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

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  6. 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

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  7. 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

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  8. be bale to filter between sales and expenses in all areas within flows

    1 vote

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  9. 2 votes

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  10. 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.

    10 votes

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  11. 2 votes

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  12. Would like to see future repeating flows in order to plan workload

    2 votes

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  13. 7 votes

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  14. 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

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  15. When exporting the Flow to pdf, also export supporting documents to appendices at end of document.

    4 votes

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  16. 2 votes

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  17. The ability to delete multiple flow lists at a time rather than one by one.

    7 votes

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  18. Be able to change/edit description of Dext Precision's data driven checks in Flows

    2 votes

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  19. Option to set an estimated timeframe for how long each task on a workflow should take.

    1 vote

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  20. 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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