91 results found

1. 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 the customer, or something like that.

   We also have payments that are applied to bills which get picked up by Dext Precision as duplicates.

   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… more

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2. HMRC integration available for other countries (i.e Guernsey)
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3. Enhanced Reporting

   I think it would be nice if you will have an Enhanced reporting for advisory level. Key Metrics and financial statement

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4. Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers on xero

   Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers are on where they should be.

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5. Option to export the Health Check report as a PDF
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6. Remove Multiple Flow Lists

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

   7 votes

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7. 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

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8. 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.

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9. Create sales analysis of variances in the same way cost analysis works.

   Create sales analysis of variances in the same way cost analysis works

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10. Dear Inventory Integration

    Dext integration with Dear Inventory or Cin7 to capture purchase orders

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11. Estimated timeframe for completing tasks on a flow

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

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12. 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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13. Similar to multicoded contacts - Set rules to specific nominal codes so that anything posted to a code other than x is flagged as an error.

    Similar to multicoded contacts - Set rules to specific nominal codes so that anything posted to a code other than x is flagged as an error. Will pick up where items are consistently wrong.

    2 votes

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14. If no journals are posted, the system should say reconcile: “yes”.
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15. Ability for the system to save the "Precision" filter selected on the "Duplicate Contacts" page.
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16. Multi-Coded Contacts Transaction Dismiss

    I have noticed that in the multi-coded contacts that when an item has been dismissed for a contact all future items are dismissed in the same way as such I am having to review both the dismissed section and suggested every time I review to ensure that everything has been correctly coded. For example contact Jo blogs who is normally a supplier of material which we code as such then also charges us for some machinery which we capitalise and dismiss - this is fine. The following week perhaps we have accidently coded the materials purchase to IT costs, this will be dismissed already due to the fact that we have dismissed Jo blogs as a multi coded contact. So effectively the one transaction was fine to dismiss but that doesnt mean I dont want to ignore all future issues..

    The solution that I would ideally want is the ability to dismiss the individual transaction in my example instead of dismissing Jo as an individual that has multi-coded transactions I would want to dismiss the transaction that was capitalised.. Therefore any future miscoding's will again be flagged if again I am okay with the different coding I can dismiss that transaction but I want this to be flagged each time otherwise I am going to have to review the dismissed section every time..

    I don't think this should replace the current way it works but having the ability to do both of these will be big for me and my team. I would use the transactional dismiss more then a contact however there is use cases for the contact as well i.e. places like Amazon I would keep here but as I say I think a transactional dismiss would be superior.

    Another option which would also work but would not be as good would just be the ability to add a note to contacts or transactions within the Dext Precision platform so when I am reviewing the dismissed items I can see why my team have done that instead of having to check for myself.

    I have noticed that in the multi-coded contacts that when an item has been dismissed for a contact all future items are dismissed in the same way as such I am having to review both the dismissed section and suggested every time I review to ensure that everything has been correctly coded. For example contact Jo blogs who is normally a supplier of material which we code as such then also charges us for some machinery which we capitalise and dismiss - this is fine. The following week perhaps we have accidently coded the materials purchase to IT costs, this… more

    5 votes

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17. Multi Coded Contacts with transaction values export.

    Multi Coded Contacts - it would be great to be able to export this report that shows the transaction values. I know you can do this for individual contacts via the grid, but I would like to be able to do if for every contact collectively.

    2 votes

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18. Chart of account reports

    It would be great to be able to run reports across all our clients.

    For example, if we could run a report for all clients that have used the "motor vehicle" code in Xero then this would really help us making sure we don't miss any P11ds

    1 vote

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19. MYOB Business Integration

    I would like MYOB business to be integrated with Precision so I can perform checks across all of my clients

    3 votes

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20. 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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