Skip to content
← Have an idea? Share it!

Settings and activity

33 results found

  1. ability to star clients that aren't mine

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

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

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

  3. Paperwork match for sales

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

  4. Xero - Sales Invoices - Reference field

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

  5. 'Less CIS' field in Dext

    18 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

  6. Employee Certification Tracker for Practices

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

  7. autosplit email in option submission method

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

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

    17 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

  9. Ability to create folders in Dext to organise items

    172 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    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

    An error occurred while saving the comment
    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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Precision » Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Precision » New Checks  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Precision » Insights  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lisa Walker shared this idea  · 

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

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Precision » Focus  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lisa Walker shared this idea  · 

  15. create an email address for submitting auto split documents

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

  16. Dashboard for PAYE data from hmrc agent services too

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Precision » Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Precision » Focus  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Precision » Focus  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Precision » Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Precision » Dashboards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lisa Walker shared this idea  · 
← Previous 1