Settings and activity

22 results found

1. Filter by Project in Approvals

   10 votes

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   Under Review  ·  0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
   Kathryn Davies supported this idea  ·  Dec 13, 2024

2. Customise email message for requesting missing docs in Supplier Statements

   39 votes

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   6 comments  ·  Join our feedback community » Request a new feature  ·  Delete…  ·  Admin →
   Kathryn Davies supported this idea  ·  Sep 10, 2024

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

   6 votes

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   0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
   Kathryn Davies supported this idea  ·  Sep 10, 2024

4. Tracking Category defaults

   2 votes

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   0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
   Kathryn Davies shared this idea  ·  Apr 16, 2024

5. Have a dismissed this flow tab in each section

   4 votes

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   0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
   Kathryn Davies supported this idea  ·  Apr 11, 2024

6. 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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   Kathryn Davies supported this idea  ·  Feb 29, 2024

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

   4 votes

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   0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
   Kathryn Davies supported this idea  ·  Feb 29, 2024

8. Merge Contact from within Precision

   5 votes

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   Kathryn Davies supported this idea  ·  Feb 29, 2024

9. Report on other metrics over time

   2 votes

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   0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
   Kathryn Davies supported this idea  ·  Feb 29, 2024

10. Comments on flows

    1 vote

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    0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
    Kathryn Davies shared this idea  ·  Feb 29, 2024

11. 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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    0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
    Kathryn Davies supported this idea  ·  Nov 21, 2023

12. Custom control accounts

    5 votes

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    1 comment  ·  Join our feedback community  ·  Delete…  ·  Admin →
    Kathryn Davies supported this idea  ·  Nov 21, 2023

13. 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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    0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
    Kathryn Davies supported this idea  ·  Nov 21, 2023

14. Replies to comments

    4 votes

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    Kathryn Davies supported this idea  ·  Nov 21, 2023

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

    2 votes

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    Kathryn Davies supported this idea  ·  Nov 21, 2023

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

    2 votes

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    0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
    Kathryn Davies supported this idea  ·  Nov 21, 2023

17. Duplicate Transactions Export showing all transactions data and values

    2 votes

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    Kathryn Davies supported this idea  ·  Nov 21, 2023

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

    2 votes

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    0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
    Kathryn Davies supported this idea  ·  Nov 21, 2023

19. Make the sales analysis exportable

    3 votes

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    0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
    Kathryn Davies supported this idea  ·  Nov 21, 2023

20. Flow Assignee's

    2 votes

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    0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
    Kathryn Davies supported this idea  ·  Nov 21, 2023