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42 results found

  1. Tracking Category defaults

    1 vote

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

  2. Flows - edit function

    4 votes

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

  3. 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  · 

  4. 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  · 

  5. Remove Multiple Flow Lists

    7 votes

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

  6. Have a dismissed this flow tab in each section

    3 votes

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

  7. 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  · 

  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.

    2 votes

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

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

  10. 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

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

    2 votes

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

  12. 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  · 

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

    2 votes

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

  14. Audit Trail of Precision Actions

    2 votes

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

  15. Merge Contact from within Precision

    2 votes

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    0 comments  ·  Precision » Cleanup  ·  Admin →
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  16. Report on other metrics over time

    2 votes

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

  17. Bulk editing Customer under Sales Workspace

    37 votes

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    11 comments  ·  Prepare » Design  ·  Admin →
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    Kathryn Davies supported this idea  · 

  18. Client access

    1 vote

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    0 comments  ·  Precision » User Access Controls  ·  Admin →
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    Kathryn Davies shared this idea  · 

  19. filters

    1 vote

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

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

    3 votes

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