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Settings and activity

36 results found

  1. 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  · 

  2. 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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  3. create an email address for submitting auto split documents

    4 votes

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  4. Dashboard for PAYE data from hmrc agent services too

    1 vote

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  5. 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  ·  Admin →
    Lisa Walker shared this idea  · 

  6. Custom control accounts

    5 votes

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  7. Remove Multiple Flow Lists

    7 votes

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

    2 votes

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  10. Identify overlapping bank statement transactions

    12 votes

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  11. Split PDF file into separate invoices

    37 votes

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    7 comments  ·  Join our feedback community  ·  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  · 

  12. 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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  13. 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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  14. Split lines - don't require principle category/project

    4 votes

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  15. Make bank feed available to standard users

    24 votes

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    Under Review  ·  5 comments  ·  Join our feedback community  ·  Admin →
    Lisa Walker supported this idea  · 

  16. Multiple Supplier rules for one supplier

    255 votes

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    Under Review  ·  15 comments  ·  Join our feedback community  ·  Admin →
    Lisa Walker supported this idea  · 
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