Settings and activity

20 results found

1. Select the order that items are merged in

   183 votes

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   27 comments  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
   Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

   We are looking to make this possible, thanks for the suggestion

   Lisa Walker supported this idea  ·  Mar 27, 2025

2. Ability to add custom control accounts for loans etc

   1 vote

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   0 comments  ·  Prepare » Other  ·  Delete…  ·  Admin →
   Lisa Walker shared this idea  ·  Dec 17, 2024

3. 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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   0 comments  ·  Precision » Other  ·  Delete…  ·  Admin →
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   Lisa Walker supported this idea  ·  Oct 9, 2023

4. 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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   0 comments  ·  Precision » Notifications  ·  Delete…  ·  Admin →
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   Lisa Walker supported this idea  ·  Oct 9, 2023

5. Remove Multiple Flow Lists

   7 votes

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   1 comment  ·  Precision » Focus  ·  Delete…  ·  Admin →
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   Lisa Walker supported this idea  ·  Oct 9, 2023

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

   2 votes

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   0 comments  ·  Precision » Focus  ·  Delete…  ·  Admin →
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   Lisa Walker supported this idea  ·  Oct 9, 2023

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

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   0 comments  ·  Precision » Focus  ·  Delete…  ·  Admin →
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   Lisa Walker supported this idea  ·  Oct 9, 2023

8. A report in order to view future Repeating Flows

   2 votes

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   0 comments  ·  Precision » Focus  ·  Delete…  ·  Admin →
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   Lisa Walker supported this idea  ·  Oct 9, 2023

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

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   0 comments  ·  Precision » Dashboards  ·  Delete…  ·  Admin →
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   Lisa Walker supported this idea  ·  Oct 9, 2023

10. Enable customised date range for Activity Stats Dashboard

    3 votes

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    0 comments  ·  Precision » Dashboards  ·  Delete…  ·  Admin →
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    Lisa Walker supported this idea  ·  Oct 9, 2023

11. 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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    0 comments  ·  Precision » Dashboards  ·  Delete…  ·  Admin →
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    Lisa Walker supported this idea  ·  Oct 9, 2023

12. 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.

    3 votes

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    0 comments  ·  Precision » Cleanup  ·  Delete…  ·  Admin →
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    Lisa Walker supported this idea  ·  Oct 9, 2023

13. Bulk edit client deduplication rules

    2 votes

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    0 comments  ·  Prepare » User Access Controls  ·  Delete…  ·  Admin →
    Lisa Walker supported this idea  ·  Sep 21, 2023

14. 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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    0 comments  ·  Precision » Focus  ·  Delete…  ·  Admin →
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    Lisa Walker supported this idea  ·  Jul 10, 2023

15. 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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    0 comments  ·  Precision » Dashboards  ·  Delete…  ·  Admin →
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    Lisa Walker supported this idea  ·  Jul 10, 2023

16. 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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    0 comments  ·  Precision » Focus  ·  Delete…  ·  Admin →
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    Lisa Walker supported this idea  ·  Jul 10, 2023

17. 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  ·  Delete…  ·  Admin →
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    Lisa Walker supported this idea  ·  Jul 10, 2023

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

    8 votes

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    1 comment  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
    Lisa Walker shared this idea  ·  May 5, 2023

19. Identify overlapping bank statement transactions

    11 votes

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    1 comment  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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    Lisa Walker commented  ·  Mar 31, 2023  ·  Delete…

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

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    Lisa Walker supported this idea  ·  Mar 31, 2023

20. Customisable email invite

    30 votes

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    3 comments  ·  Prepare » Onboarding  ·  Delete…  ·  Admin →
    Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

    We will explore how to make this better thanks for the feedback

    Lisa Walker supported this idea  ·  Mar 30, 2022