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Settings and activity

10 results found

  1. Ability to have more than 1 person in a workflow

    1 vote

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    0 comments  ·  Join our feedback community » Improve an existing feature  ·  Admin →
    Breagha Parr shared this idea  · 

  2. Custom columns able to add to dashboards e.g. to be able to mark as confirmation statement sent for approval in a column.

    2 votes

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    Breagha Parr supported this idea  · 
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    Breagha Parr commented  · 

    In custom dashboard ability to rename the fields that are more specific to our process

  3. Health Score display on Data Health TAB

    2 votes

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  4. Dext tag visibility on hot bar

    1 vote

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  5. Identifying duplicate transactions based on reference number (not only "Contact" and "Value")

    4 votes

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  6. 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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  7. Rules Engine

    3 votes

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  8. Customised date feature for client list healthscores

    2 votes

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  9. 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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  10. 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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