91 results found
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Google and other links
Allow Google Docs or Google Sheets or other web links to be added to Flow steps
1 vote -
ABN Validation | Option to Bulk Edit or Dismiss "Invalid" Flags
The ABN Validation section has been great feature to play with, however there are a few gaps that would be a massive improvement if addressed.
ABNs previously entered in Xero in the most common number format (xx *** *** ***) are causing an issue by incorrectly flagging as an invalid ABN due to the spaces between the digits. These spaces are usually on tax invoices and also come across if the ABN is copied directly from ABN Lookup. An option to bulk update ABNs would be great, or a way to dismiss the flag against the supplier ABN as they…
3 votes -
Re-assign a Repeating flow prior to automatic creation
The ability to edit the settings to re-assign flows to another team member beforehand so that when flow is automatically created, it is already assigned to the right people.
3 votes -
Receipt bank integration
Feature request....
The set contact default is kind of useful however the problem is most people are not entering invoices directly in to Xero therefore the default does not auto populate. Why not also link in with Receipt Bank therefore setting supplier / contact defaults there - this would ensure that the data comes in to the system correct / clean2 votes -
Summary number of clients in "filtered" practice dashboard view
Under Practice Analysis -> Practice Dashboard, add a subtotal or "count/sum" bubble for filtered view. currently there is only the count bubble for "all clients" "my clients" and "favourites". for example, filter by healthscore >75, the number of clients meeting this criteria changes all the time and we just need a quick flash number every day
2 votes -
Customising the Precision health score
I want to be able to customise the health score in Precision to better reflect how my clients are using their GL.
10 votesHello all,
We are currently reviewing this and looking to implement something in 2023.
Have a lovely holidays,
Simon
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Notifications
notifications
4 votes -
Add "Find ABN" button to other GST categories
The "Find ABN" is only available on GST on Expenses and should be on all line items.
1 vote -
Client portal - portal to raise queries (unpaid bills), requests missing invoices, other bookkeeping queries
It would be good to have a client portal where we can log/raise queries to clients through Dext Precision. This would ride off of the Dext prepare messaging functionality.
3 votes -
Ability to have "Last 6 Months" in Repeating Flows
More options in Date Range Selector
0 votes -
Lock Date: invoice date not before locked date even if its recorded within lock date. Change invoice to first available date (or list warni
Lock Date: invoice date not before locked date even if its recorded within lock date.
Change invoice to first available date (or list warnings).
0 votes
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