Settings and activity

45 results found

1. Client access

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   0 comments  ·  Precision » User Access Controls  ·  Delete…  ·  Admin →
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   Kathryn Davies shared this idea  ·  Nov 22, 2023

2. filters

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   0 comments  ·  Precision » Focus  ·  Delete…  ·  Admin →
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   Kathryn Davies shared this idea  ·  Nov 21, 2023

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

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   0 comments  ·  Precision » Cleanup  ·  Delete…  ·  Admin →
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   Kathryn Davies supported this idea  ·  Nov 21, 2023

4. 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  ·  Precision » Focus  ·  Delete…  ·  Admin →
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   Kathryn Davies supported this idea  ·  Nov 21, 2023

5. Custom control accounts

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   0 comments  ·  Precision » Insights  ·  Delete…  ·  Admin →
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   Kathryn Davies supported this idea  ·  Nov 21, 2023

6. debtor balance

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   0 comments  ·  Precision » Other  ·  Delete…  ·  Admin →
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   Kathryn Davies supported this idea  ·  Nov 21, 2023

7. 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

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   0 comments  ·  Precision » Dashboards  ·  Delete…  ·  Admin →
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   Kathryn Davies supported this idea  ·  Nov 21, 2023

8. 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  ·  Delete…  ·  Admin →
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   Kathryn Davies supported this idea  ·  Nov 21, 2023

9. Control Accounts to be connected with the Accounting software

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   0 comments  ·  Precision » Focus  ·  Delete…  ·  Admin →
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   Kathryn Davies supported this idea  ·  Nov 21, 2023

10. Replies to comments

    3 votes

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    0 comments  ·  Precision » Other  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Nov 21, 2023

11. Have the box 4 to 7 check available in other Flows not just the VAT checker

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    0 comments  ·  Precision » New Checks  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Nov 21, 2023

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

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    0 comments  ·  Precision » Dashboards  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Nov 21, 2023

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

    2 votes

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    0 comments  ·  Precision » User Access Controls  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Nov 21, 2023

14. 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  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Nov 21, 2023

15. Export data showing the actions of Flows e.g. when submitted for review, reviewed, dates it has been passed back to assignee/completed

    9 votes

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    1 comment  ·  Precision » Focus  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Nov 21, 2023

16. Enable customised date range for Activity Stats Dashboard

    3 votes

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    0 comments  ·  Precision » Dashboards  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Nov 21, 2023

17. Duplicate Transactions Export showing all transactions data and values

    2 votes

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    0 comments  ·  Precision » Cleanup  ·  Delete…  ·  Admin →
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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  ·  Precision » Focus  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Nov 21, 2023

19. Reviewer check boxes in flows

    6 votes

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    0 comments  ·  Precision » Focus  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Nov 21, 2023

20. Make the sales analysis exportable

    3 votes

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    0 comments  ·  Precision » Insights  ·  Delete…  ·  Admin →
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    Kathryn Davies supported this idea  ·  Nov 21, 2023