Practice Manager - Move jobs within a client
Ability to move active jobs within a client so that when the automatic retrieval from ATO (+New Return, +New AS, +New CURNN) goes to the top job on the list. At the moment it automatically goes to the last job created. This wont necessarily be the job you want the automatic retrieval to go against. Should be able to sort the active jobs so that this can happen. We currently have to go into the automatic BAS created, delete it, open the correct job and create a new BAS from there.
Melissa Soares
shared this idea
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Carey Batchelor
commented
Automatic BAS going into wrong jobs is a pain. As above, you have to delete BAS and attach to correct job. I think subject should be moving BAS/returns to another job. Also when you amend a BAS or return it should be able to be attached to a new job, not the original job that is, most of the time closed.