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Settings and activity

36 results found

  1. debtor balance

    2 votes

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    0 comments  ·  Precision » Other  ·  Admin →
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  2. On Practice Analysis area, be able to add a couple of columns for custom fields e.g. current fee, latest fee review date, internal team

    3 votes

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    0 comments  ·  Precision » Dashboards  ·  Admin →
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  3. Client configuration - pop up box when going into client for the first time/each time when the tax & control account area isn't completed.

    4 votes

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

  4. Control Accounts to be connected with the Accounting software

    2 votes

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

  5. Replies to comments

    3 votes

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    0 comments  ·  Precision » Other  ·  Admin →
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  6. Registered office address on Companies House info (deadlines dashboard)

    2 votes

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    0 comments  ·  Precision » Dashboards  ·  Admin →
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  7. Allow adding specific users to certain clients in a bulk

    2 votes

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

  8. Set up a check that will show if the company is able to claim Small Employer’s Relief and Employer’s NI Allowance.

    2 votes

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    0 comments  ·  Precision » Focus  ·  Admin →
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  9. Enable customised date range for Activity Stats Dashboard

    3 votes

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    0 comments  ·  Precision » Dashboards  ·  Admin →
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  10. Duplicate Transactions Export showing all transactions data and values

    2 votes

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

  11. 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  ·  Precision » Focus  ·  Admin →
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    Kathryn Davies supported this idea  · 

  12. Reviewer check boxes in flows

    6 votes

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    0 comments  ·  Precision » Focus  ·  Admin →
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  13. Make the sales analysis exportable

    3 votes

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

  14. Flow Assignee's

    2 votes

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    0 comments  ·  Precision » Focus  ·  Admin →
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  15. Functionality to create a report that will show the Supplier and Customer percentage of overall Sales and Purchases for a period of time.

    4 votes

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    0 comments  ·  Precision » Dashboards  ·  Admin →
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  16. Additional building ability in Activity Stats report e.g. Q on Q, M on M, averages across x mths, column for total of other columns.

    8 votes

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