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Settings and activity

41 results found

  1. 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  · 

  2. 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  · 

  3. 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

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

  4. Custom control accounts

    3 votes

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

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

    3 votes

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

  6. Remove Multiple Flow Lists

    7 votes

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    1 comment  ·  Precision » Focus  ·  Admin →
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    Lisa Walker supported this idea  · 

  7. 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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    0 comments  ·  Precision » Focus  ·  Admin →
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    Lisa Walker supported this idea  · 

  8. Flows - edit function

    4 votes

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

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

    1 vote

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

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

    2 votes

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

  11. on multi coded contacts be able to exclude suppliers

    8 votes

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

  12. Identify overlapping bank statement transactions

    10 votes

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    1 comment  ·  Prepare » Bank  ·  Admin →
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    Lisa Walker shared this idea  · 

  13. Split PDF file into separate invoices

    26 votes

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    6 comments  ·  Prepare » Workflows  ·  Admin →
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    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  · 

  14. 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  ·  Precision » Dashboards  ·  Admin →
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    Lisa Walker shared this idea  · 

  15. When exporting the Flow to pdf, also export supporting documents to appendices at end of document.

    4 votes

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

  16. Export data showing the actions of Flows e.g. when submitted for review, reviewed, dates it has been passed back to assignee/completed

    9 votes

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    1 comment  ·  Precision » Focus  ·  Admin →
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    Lisa Walker shared this idea  · 

  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.

    2 votes

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

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

    4 votes

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

  19. Allow Basic users to have access the Bank Workspace

    7 votes

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

  20. Supplier rules bulk edit

    47 votes

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