91 results found
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2 votes
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2 votes
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debtor balance
Ability to change the date filters for Debtor Balance when creating a custom report/reports/ Currently, there are only two options - >3 months and > 12 months.
2 votes -
1 vote
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Client configuration - pop up box when going into client for the first time/each time when the tax & control account area isn't completed.
Client configuration - pop up box when going into client for the first time/each time when the tax & control account area isn't completed.
4 votes -
On Practice Analysis area, be able to add a couple of columns for custom fields e.g. current fee, latest fee review date, internal team
On Practice Analysis area, be able to add a couple of columns for custom fields e.g. current fee, latest fee review date, internal team
3 votes -
Custom control accounts
Ability to add other control accounts (not just payroll liability and DLA) to track them accounts.
3 votes -
A report in order to view future Repeating Flows
Would like to see future repeating flows in order to plan workload
2 votes -
1 vote
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As well as a Closing Comments box on Flows, have a recurring comments which roll over to future repeating Flows on that client
Comments that can be rolled to the next repeating flow
7 votes -
3 votes
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Activity Stats customisation
It would be helpful if in the activity stats we could exclude some 'Bank' type accounts when calculating the total number of bank transactions.
Currently, the number of total bank transactions in QuickBooks includes all the transactions in all the 'Bank' type accounts. However, in some cases, this number is distorted because some accounts had to be given the 'Bank' type for particular reasons but they are not actually bank accounts. So I don't want to know the number of transactions in those accounts- I want to know only the number of transactions that actually go through the bank and…
1 vote -
Be able to have Account Manager 1 and Account Manager 2 as the same person i.e. in the situation they do both parts of a joband isn't shared
Be able to have Account Manager 1 and Account Manager 2 as the same person i.e. in the situation they do both parts of a job where sometimes it's different individuals.
2 votes -
Customised date feature for client list healthscores
Client list page show current month by default needs to be made customable to provide historic data at a glance for previous completed months. Currently can only do this by individual client.
1 vote -
When exporting the Flow to pdf, also export supporting documents to appendices at end of document.
When exporting the Flow to pdf, also export supporting documents to appendices at end of document.
4 votes -
1 vote
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QBO - RSA
To be able to import clients from QBO to Precision, the Precision team needs to be UK/CA/AU and US in order for us to offer to link a QBO client and also the QBO client location needs to be UK/CA/AU/US for it to import, I'm afraid.
What is the issue regarding RSA?
2 votes -
1 vote
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2 votes
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1 vote
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