Settings and activity

25 results found

1. Bulk edit client visibility

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

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

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

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.

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

4. 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

5. Flows - edit function

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   0 comments  ·  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.

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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. When exporting the Flow to pdf, also export supporting documents to appendices at end of document.

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

9. A report in order to view future Repeating Flows

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

10. Option to export the Health Check report as a PDF

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

11. 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

12. 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

13. 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

14. 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.

    2 votes

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

15. Bulk edit client deduplication rules

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

16. 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

17. 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

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

18. 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

19. on multi coded contacts be able to exclude suppliers

    8 votes

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

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