Settings and activity

45 results found

1. Paperwork request email format

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   0 comments  ·  Dextension  ·  Delete…  ·  Admin →
   Kathryn Davies supported this idea  ·  Sep 10, 2024

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

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   Kathryn Davies supported this idea  ·  Sep 10, 2024

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

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   0 comments  ·  Prepare » client list  ·  Delete…  ·  Admin →
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   Kathryn Davies shared this idea  ·  Sep 10, 2024

4. Tracking Category defaults

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   0 comments  ·  Prepare » Categories  ·  Delete…  ·  Admin →
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   Kathryn Davies shared this idea  ·  Apr 16, 2024

5. Flows - edit function

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   0 comments  ·  Precision » Focus  ·  Delete…  ·  Admin →
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   Kathryn Davies supported this idea  ·  Apr 11, 2024

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

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   Kathryn Davies supported this idea  ·  Apr 11, 2024

7. Multi-Coded Contacts Transaction Dismiss

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   0 comments  ·  Precision » Cleanup  ·  Delete…  ·  Admin →
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   Kathryn Davies supported this idea  ·  Apr 11, 2024

8. Remove Multiple Flow Lists

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   1 comment  ·  Precision » Focus  ·  Delete…  ·  Admin →
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   Kathryn Davies supported this idea  ·  Apr 11, 2024

9. Have a dismissed this flow tab in each section

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   0 comments  ·  Precision » Focus  ·  Delete…  ·  Admin →
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   Kathryn Davies supported this idea  ·  Apr 11, 2024

10. Dext Precision for Direct clients

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    0 comments  ·  Precision » Other  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Apr 11, 2024

11. 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.

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    0 comments  ·  Precision » Dashboards  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Feb 29, 2024

12. 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'

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    0 comments  ·  Precision » Focus  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Feb 29, 2024

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

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    1 comment  ·  Precision » Cleanup  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Feb 29, 2024
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    Kathryn Davies commented  ·  Nov 21, 2023  ·  Delete…

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

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

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    0 comments  ·  Precision » Focus  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Feb 29, 2024

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

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    0 comments  ·  Precision » Cleanup  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Feb 29, 2024

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

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    0 comments  ·  Precision » New Checks  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Feb 29, 2024

17. Audit Trail of Precision Actions

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    0 comments  ·  Precision » Other  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Feb 29, 2024

18. Merge Contact from within Precision

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    0 comments  ·  Precision » Cleanup  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Feb 29, 2024

19. Report on other metrics over time

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    0 comments  ·  Precision » Sandbox  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Feb 29, 2024

20. Bulk editing Customer under Sales Workspace

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    Under Review  ·  13 comments  ·  Prepare » Design  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Dec 13, 2023