10 results found
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Make the sales analysis exportable
Make the sales analysis exportable
2 votes -
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 -
Custom control accounts
Ability to add other control accounts (not just payroll liability and DLA) to track them accounts.
3 votes -
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 -
1 vote
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Rules Engine
Would love the ability to have rules about what is deemed a problem in the books. Maybe this already exists. An example would be, we use an invoice to enter daily sales for all of our clients, with the customers payments offsetting the invoice amount to create a $0 invoice for each day’s sales. This gets picked up as a problem for some reason by Dext Precision, and you’d have to go in and dismiss each warning to keep that from artificially reducing the health score. I’d love to be able to say, ignore any transactions with “daily sales” as…
2 votes -
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 -
Create sales analysis of variances in the same way cost analysis works.
Create sales analysis of variances in the same way cost analysis works
1 vote -
1 vote
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Twinfield connection for Insights
With the creation of deadline dashboards and the insights available, is there any plans for DEXT Precision to link to Twinfield, in the same way that it currently does for Xero/QBO
1 vote
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