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Settings and activity

19 results found

  1. Ability to add custom control accounts for loans etc

    1 vote

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    Lisa Walker shared this idea  · 

  2. Automatically receive an email at a certain time e.g. monthly of the client report such as the client's turnover, health review report, and

    2 votes

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  3. Client configuration - pop up box when going into client for the first time/each time when the tax & control account area isn't completed.

    5 votes

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  4. Remove Multiple Flow Lists

    7 votes

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  5. Be able to change/edit description of Dext Precision's data driven checks in Flows.

    2 votes

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  6. Option to allocate different tasks to different members (users) and getting notifications when tasks have been allocated to them

    2 votes

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  7. A report in order to view future Repeating Flows

    2 votes

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

    2 votes

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  9. Enable customised date range for Activity Stats Dashboard

    3 votes

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  10. Functionality to create a report that will show the Supplier and Customer percentage of overall Sales and Purchases for a period of time.

    4 votes

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  11. 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.

    4 votes

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  12. Option to apply the Duplication Settings across all client accounts

    9 votes

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  13. As well as a Closing Comments box on Flows, have a recurring comments which roll over to future repeating Flows on that client

    7 votes

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  14. 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

    4 votes

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  15. 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

    2 votes

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  16. 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.

    10 votes

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  17. When uploading pdfs purchase invoices, be able to select the order in which they process.

    8 votes

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  18. Identify overlapping bank statement transactions

    11 votes

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    Lisa Walker commented  · 

    Identify overlapping statements and therefore duplicated bank transactions. Be able to delete duplicated transactions.

    Lisa Walker supported this idea  · 

  19. Customisable email invite

    30 votes

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    3 comments  ·  Join our feedback community  ·  Admin →
    Lisa Walker supported this idea  ·