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Settings and activity

36 results found

  1. Filter by Project in Approvals

    9 votes

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    Kathryn Davies supported this idea  · 

  2. Paperwork request email format

    9 votes

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

    6 votes

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

    1 vote

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  5. Tracking Category defaults

    1 vote

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  6. Remove Multiple Flow Lists

    7 votes

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  7. Have a dismissed this flow tab in each section

    4 votes

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  8. 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.

    4 votes

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

    2 votes

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    Kathryn Davies commented  · 

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

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

    3 votes

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

    4 votes

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

    3 votes

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  14. Merge Contact from within Precision

    4 votes

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  15. Report on other metrics over time

    2 votes

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  16. Client access

    1 vote

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  17. filters

    1 vote

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

    4 votes

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  19. 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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  20. Custom control accounts

    4 votes

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