90 results found
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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 -
1 vote
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Enhanced Reporting
I think it would be nice if you will have an Enhanced reporting for advisory level. Key Metrics and financial statement
1 vote -
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.
2 votes -
2 votes
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Remove Multiple Flow Lists
The ability to delete multiple flow lists at a time rather than one by one.
7 votes -
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
2 votes -
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 -
Dear Inventory Integration
Dext integration with Dear Inventory or Cin7 to capture purchase orders
1 vote -
Estimated timeframe for completing tasks on a flow
Option to set an estimated timeframe for how long each task on a workflow should take.
1 vote -
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 -
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 -
1 vote
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1 vote
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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…
5 votes -
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 -
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 -
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 -
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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