Settings and activity

40 results found

1. 'Less CIS' field in Dext

   19 votes

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   1 comment  ·  Join our feedback community  ·  Delete…  ·  Admin →
   Lisa Walker supported this idea  ·  Jul 12, 2024

2. Employee Certification Tracker for Practices

   7 votes

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   Lisa Walker supported this idea  ·  Jul 3, 2024

3. autosplit email in option submission method

   10 votes

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   2 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
   Lisa Walker shared this idea  ·  May 22, 2024
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   Lisa Walker commented  ·  Nov 15, 2023  ·  Delete…

   create an email address for submitting auto split documents

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

   22 votes

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   4 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
   Lisa Walker shared this idea  ·  May 15, 2024

5. 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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   Lisa Walker shared this idea  ·  Jan 11, 2024

6. 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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   Lisa Walker shared this idea  ·  Jan 11, 2024

7. 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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   Lisa Walker shared this idea  ·  Dec 6, 2023

8. Dashboard for PAYE data from hmrc agent services too

   1 vote

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   Lisa Walker shared this idea  ·  Nov 8, 2023

9. 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.

   10 votes

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   1 comment  ·  Join our feedback community » Improve an existing feature  ·  Delete…  ·  Admin →
   Lisa Walker shared this idea  ·  Apr 20, 2023

10. Custom control accounts

    5 votes

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    1 comment  ·  Join our feedback community  ·  Delete…  ·  Admin →
    Lisa Walker shared this idea  ·  Apr 3, 2023

11. Remove Multiple Flow Lists

    7 votes

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    Lisa Walker supported this idea  ·  Apr 3, 2023

12. 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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    Lisa Walker supported this idea  ·  Apr 3, 2023

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

    2 votes

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    Lisa Walker shared this idea  ·  Mar 23, 2023

14. Identify overlapping bank statement transactions

    12 votes

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    1 comment  ·  Join our feedback community  ·  Delete…  ·  Admin →
    Lisa Walker shared this idea  ·  Feb 22, 2023

15. Split PDF file into separate invoices

    37 votes

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    7 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
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    Lisa Walker commented  ·  Feb 21, 2023  ·  Delete…

    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.

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    Lisa Walker supported this idea  ·  Feb 16, 2023

16. 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

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    0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
    Lisa Walker shared this idea  ·  Feb 10, 2023

17. 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.

    4 votes

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    0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
    Lisa Walker shared this idea  ·  Dec 23, 2022

18. Split lines - don't require principle category/project

    4 votes

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    0 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
    Lisa Walker supported this idea  ·  Nov 17, 2022

19. Make bank feed available to standard users

    27 votes

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    Under Review  ·  6 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
    Lisa Walker supported this idea  ·  Nov 17, 2022

20. Multiple Supplier rules for one supplier

    260 votes

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    Under Review  ·  15 comments  ·  Join our feedback community  ·  Delete…  ·  Admin →
    Lisa Walker supported this idea  ·  Nov 1, 2022