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90 results found

  1. Cost analysis be able to identify invoice frequency pattern changes e.g. monthly invoice but one month there is 0 or 2.

    1 vote

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  2. Bring name of users in line with Dext Prepare i.e. basic user and admin user, rather than Team Member

    1 vote

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  3. 4 votes

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  4. 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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  5. client access for health checks

    1 vote

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  6. Ability to give access to a newly created client to all colleagues in the new way of adding a client(new layout).

    1 vote

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    0 comments  ·  Cleanup  ·  Admin →
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  7. be bale to filter between sales and expenses in all areas within flows

    1 vote

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  8. 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

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  9. 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

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  10. Dashboard for PAYE data from hmrc agent services too

    1 vote

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  11. 2 votes

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  12. 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

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  13. Registered office address on Companies House info (deadlines dashboard)

    2 votes

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  14. 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

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  15. on multi coded contacts be able to exclude suppliers

    8 votes

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  16. 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

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  17. Have the box 4 to 7 check available in other Flows not just the VAT checker

    2 votes

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  18. 2 votes

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  19. 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

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  20. 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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