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Settings and activity

5 results found

  1. Re-order Client View Dashboard by cost items and hold that layout for next time I log in.

    20 votes

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    0 comments  ·  Prepare » Design  ·  Admin →
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    Liam Snow supported this idea  · 

  2. Transfer Clients to another accountant/ remove clients

    20 votes

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    2 comments  ·  Prepare » Other  ·  Admin →
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  3. Dext prepare stats link with flows in Precision

    2 votes

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    0 comments  ·  Prepare » Workflows  ·  Admin →
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  4. Export data showing the actions of Flows e.g. when submitted for review, reviewed, dates it has been passed back to assignee/completed

    9 votes

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    1 comment  ·  Precision » Focus  ·  Admin →
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  5. Additional building ability in Activity Stats report e.g. Q on Q, M on M, averages across x mths, column for total of other columns.

    8 votes

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    1 comment  ·  Precision » Dashboards  ·  Admin →
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    Liam Snow supported this idea  ·