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33 results found

  1. ability to star clients that aren't mine

    2 votes

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    0 comments  ·  Prepare » client list  ·  Admin →
    Lisa Walker shared this idea  · 

  2. Option to apply the Duplication Settings across all client accounts

    7 votes

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    0 comments  ·  Prepare » Rules  ·  Admin →
    Lisa Walker supported this idea  · 

  3. Paperwork match for sales

    5 votes

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    0 comments  ·  Prepare » Match  ·  Admin →
    Lisa Walker supported this idea  · 

  4. Xero - Sales Invoices - Reference field

    20 votes

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    Under Review  ·  2 comments  ·  Prepare » Integrations  ·  Admin →
    Lisa Walker supported this idea  · 

  5. 'Less CIS' field in Dext

    18 votes

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    0 comments  ·  Prepare » Integrations  ·  Admin →
    Lisa Walker supported this idea  · 

  6. Employee Certification Tracker for Practices

    5 votes

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    0 comments  ·  Prepare » Onboarding  ·  Admin →
    Lisa Walker supported this idea  · 

  7. autosplit email in option submission method

    1 vote

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    0 comments  ·  Prepare » Submission Methods  ·  Admin →
    Lisa Walker shared this idea  · 

  8. email trail also going through to accounting software as attachment

    20 votes

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    3 comments  ·  Prepare » Submission Methods  ·  Admin →
    Lisa Walker shared this idea  · 

  9. Ability to create folders in Dext to organise items

    174 votes

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    26 comments  ·  Prepare » Other  ·  Admin →
    Under Review  ·  AdminSimon Williams (Admin, Dext) responded

    Thanks for giving feedback on new features, we are currently reviewing this item and opening to release something later this year. 


    Please stay tuned for updates. 


    Simon

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    Lisa Walker commented  · 

    subfolders for the costs inbox

    Lisa Walker supported this idea  · 

  10. The transactions >£1k without an attachment VAT check, would be great if you could run this across all clients in a dashboard

    1 vote

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    0 comments  ·  Precision » Dashboards  ·  Admin →
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    Lisa Walker shared this idea  · 

  11. When adding practice users, complete title (drop down list) and dept (checkbox:accs, vat, bookkeeping etc) to help with email campaigns

    1 vote

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    0 comments  ·  Prepare » User Access Controls  ·  Admin →
    Lisa Walker shared this idea  · 

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

    3 votes

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    0 comments  ·  Precision » New Checks  ·  Admin →
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    Lisa Walker shared this idea  · 

  13. Cost analysis be able to identify invoice frequency pattern changes e.g. monthly invoice but one month there is 0 or 2.

    1 vote

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    0 comments  ·  Precision » Insights  ·  Admin →
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    Lisa Walker shared this idea  · 

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

    3 votes

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    0 comments  ·  Precision » Focus  ·  Admin →
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    Lisa Walker shared this idea  · 

  15. create an email address for submitting auto split documents

    3 votes

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    0 comments  ·  Prepare » Submission Methods  ·  Admin →
    Lisa Walker shared this idea  · 

  16. Dashboard for PAYE data from hmrc agent services too

    1 vote

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    0 comments  ·  Precision » Dashboards  ·  Admin →
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    Lisa Walker shared this idea  · 

  17. 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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    Lisa Walker shared this idea  · 

  18. Be able to have Account Manager 1 and Account Manager 2 as the same person i.e. in the situation they do both parts of a joband isn't shared

    2 votes

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    0 comments  ·  Precision » Focus  ·  Admin →
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    Lisa Walker shared this idea  · 

  19. 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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    Lisa Walker shared this idea  · 

  20. 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

    4 votes

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    0 comments  ·  Precision » Dashboards  ·  Admin →
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    Lisa Walker shared this idea  · 
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