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Settings and activity

24 results found

  1. Filter by Project in Approvals

    9 votes

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    Kathryn Davies supported this idea  · 

  2. Paperwork request email format

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

    4 votes

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  10. Merge Contact from within Precision

    4 votes

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  11. Report on other metrics over time

    2 votes

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  12. Comments on flows

    1 vote

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  13. 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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  14. Custom control accounts

    4 votes

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  15. 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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  16. Replies to comments

    4 votes

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  17. Registered office address on Companies House info (deadlines dashboard)

    2 votes

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  18. Allow adding specific users to certain clients in a bulk

    2 votes

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  19. Duplicate Transactions Export showing all transactions data and values

    2 votes

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  20. Be able to set repeating flows to a calendar date (i.e 5th) rather than just month end

    2 votes

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