91 results found
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Bring name of users in line with Dext Prepare i.e. basic user and admin user, rather than Team Member
Bring name of users in line with Dext Prepare i.e. basic user and admin user, rather than Team Member
1 vote -
Bulk edit client visibility
Ability to edit in a bulk the client visibility as at the moment you need to do it for each client separately, which is time consuming in case you need to do this for 100+ clients.
3 votes -
4 votes
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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 -
Client access
client access for health checks
1 vote -
Access newly created client to all collegues
Ability to give access to a newly created client to all colleagues in the new way of adding a client(new layout).
1 vote -
filters
be bale to filter between sales and expenses in all areas within flows
1 vote -
Duplicate Transactions Export showing all transactions data and values
Duplicate Transactions - it would be great to be able to export this report that shows the all transaction values. I know you can do this for individual transactions via the grid, but I would like to be able to do if for all duplicate transactions collectively.
2 votes -
PAYG control account lodgment dates
PAYG control account to have option to update when BAS is lodged. BAs agents often take advantage of the extended lodgment deadline and this flags as an issue when reviewing this control account at the end of the quarter
1 vote -
Dashboard for PAYE data from hmrc agent services too
Dashboard for PAYE data from hmrc agent services too
1 vote -
2 votes
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Allow adding specific users to certain clients in a bulk
Allow adding specific users with a Member role to some clients even if they are not Xero users with Standard or Advisor role, and the client account is not set to Whole Team.
2 votes -
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 multi coded contacts be able to exclude suppliers
on multi coded contacts be able to exclude suppliers
8 votes -
Automatically receive an email at a certain time e.g. monthly of the client report such as the client's turnover and health review report.
Automatically receive an email at a certain time e.g. monthly of the client report such as the client's turnover, health review report, and other reports created for the client.
2 votes -
Have the box 4 to 7 check available in other Flows not just the VAT checker
Have the box 4 to 7 check available in other Flows not just the VAT checker
2 votes -
2 votes
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Replies to comments
It would be really useful when a comment is added to a flow, if a reply could be added directly to that comment.
3 votes -
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
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