Skip to content
← Have an idea? Share it!

Settings and activity

33 results found

  1. Custom control accounts

    4 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 » 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  · 

  2. Re-assign a Repeating flow prior to automatic creation

    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 supported this idea  · 

  3. Remove Multiple Flow Lists

    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

    1 comment  ·  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 supported this idea  · 

  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

    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 supported this idea  · 

  5. Bulk upload of managed by / location boxes to client list (similar to practice code bulk upload)

    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 » Practice Insights  ·  Admin →
    Lisa Walker shared this idea  · 

  6. Exporting detailed cleanup tool and insights report to send to clients. Into a booklet file.

    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 » 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  · 

  7. Identify overlapping bank statement transactions

    11 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  ·  Prepare » Bank  ·  Admin →
    Lisa Walker shared this idea  · 

  8. Split PDF file into separate invoices

    27 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

    6 comments  ·  Prepare » Workflows  ·  Admin →
    An error occurred while saving the comment
    Lisa Walker commented  · 

    Where a document with multiple invoices has been uploaded, the ability to split this down and move back into in processing to be processed again.

    Lisa Walker supported this idea  · 

  9. Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers on xero

    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 » 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  · 

  10. Similar to multicoded contacts - Set rules to specific nominal codes so that anything posted to a code other than x is flagged as an error.

    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 » Cleanup  ·  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. Split lines - don't require principle category/project

    4 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 » Line Items  ·  Admin →
    Lisa Walker supported this idea  · 

  12. Make bank feed available to standard users

    14 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  ·  Prepare » User Access Controls  ·  Admin →
    Lisa Walker supported this idea  · 

  13. Multiple Supplier rules for one supplier

    235 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  ·  13 comments  ·  Prepare » Rules  ·  Admin →
    Lisa Walker supported this idea  · 
2 Next →