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  1. Approvals by expense submitter

    14 votes

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    Under Review  ·  1 comment  ·  Prepare » Approvals  ·  Admin →
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    Kathryn Davies commented  · 

    Add more options for approvers on expense claims - being able to set expense claim approver by Submitter and tracking category / project would be extremely helpful.

    Kathryn Davies supported this idea  · 

  2. Filter by Project in Approvals

    4 votes

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    Under Review  ·  0 comments  ·  Prepare » Approvals  ·  Admin →
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    Kathryn Davies supported this idea  · 

  3. Paperwork request email format

    5 votes

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    0 comments  ·  Dextension  ·  Admin →
    Kathryn Davies supported this idea  · 

  4. Audit trail / history on Paperwork requests sent through Dextension

    4 votes

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    0 comments  ·  Dextension  ·  Admin →
    Kathryn Davies supported this idea  · 

  5. single client record for prepare and precision in the new look dext

    1 vote

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    0 comments  ·  Prepare » client list  ·  Admin →
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    Kathryn Davies shared this idea  · 

  6. Tracking Category defaults

    1 vote

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    0 comments  ·  Prepare » Categories  ·  Admin →
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    Kathryn Davies shared this idea  · 

  7. Flows - edit function

    4 votes

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    0 comments  ·  Precision » Focus  ·  Admin →
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    Kathryn Davies supported this idea  · 

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

    4 votes

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    0 comments  ·  Precision » Focus  ·  Admin →
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    Kathryn Davies supported this idea  · 

  9. Multi-Coded Contacts Transaction Dismiss

    5 votes

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    0 comments  ·  Precision » Cleanup  ·  Admin →
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    Kathryn Davies supported this idea  · 

  10. Remove Multiple Flow Lists

    7 votes

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    1 comment  ·  Precision » Focus  ·  Admin →
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    Kathryn Davies supported this idea  · 

  11. Have a dismissed this flow tab in each section

    4 votes

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    0 comments  ·  Precision » Focus  ·  Admin →
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    Kathryn Davies supported this idea  · 

  12. Dext Precision for Direct clients

    2 votes

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    0 comments  ·  Precision » Other  ·  Admin →
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    Kathryn Davies supported this idea  · 

  13. To be able to create a report that will display the Bills, Sales, Bank and etc in a quarterly basis for all of the clients.

    3 votes

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    0 comments  ·  Precision » Dashboards  ·  Admin →
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    Kathryn Davies supported this idea  · 

  14. When setting up repeating flows by tags, be able to be more specific e.g. show clients tagged with 'we do bookkeeping' &'VAT QE Mar/Jun/Sep'

    2 votes

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    0 comments  ·  Precision » Focus  ·  Admin →
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    Kathryn Davies supported this idea  · 

  15. Generate a report of unreconciled transactions and send this automatically to a client at regular intervals.

    2 votes

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    1 comment  ·  Precision » Cleanup  ·  Admin →
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    Kathryn Davies supported this idea  · 
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    Kathryn Davies commented  · 

    being able to create the report would be great - but would not want the report sending automatically

  16. Remove access for a 'Team Member' to be able to make Flow templates

    3 votes

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    0 comments  ·  Precision » Focus  ·  Admin →
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    Kathryn Davies supported this idea  · 

  17. Taking action in side Precision, rather than moving out to Xero.

    2 votes

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    0 comments  ·  Precision » Cleanup  ·  Admin →
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    Kathryn Davies supported this idea  · 

  18. Link to Dext Prepare to check for outstanding documents in costs inbox

    3 votes

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    0 comments  ·  Precision » New Checks  ·  Admin →
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    Kathryn Davies supported this idea  · 

  19. Audit Trail of Precision Actions

    4 votes

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    0 comments  ·  Precision » Other  ·  Admin →
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    Kathryn Davies supported this idea  · 

  20. Merge Contact from within Precision

    3 votes

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    0 comments  ·  Precision » Cleanup  ·  Admin →
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    Kathryn Davies supported this idea  · 
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