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XPM notes made in Tax Statements & Payments need indicator & roll forward option

For notes made in Tax Payments: these need to be split into 2 areas, (1) notes pertaining to that provisional installment and, (2) notes that will continue to roll forward.

It is crucial that even if the installment date has passed, the notes are still visible. Also from the main Tax Payments screen we need an indicator on the client row to show that the client has an active note (with the ability to archive a note as well).

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Petina Bullas shared this idea  ·   ·  Report…  ·  Admin →
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  • Kathryn Pinkerton commented  ·   ·  Report

    Currently there is easy no way to see there even IS a note.
    Please can you add something like the FYI comment symbol that will be visible on the main tax payments search screen.

    Also you can't save a note without approving a tax payment, which is crazy!

    We used to use notes on tax payments both past (eg. to explain why client didn't pay as expected), and future.

    NB. For some reason the 3rd instalment payment dates for 2026 aren't even there (but some later payment dates are available) Please fill in the gaps!

  • Babs Bright commented  ·   ·  Report

    need to be able to track adjustments & changes