XPH - Add interactivity and Partner/Manager filters to Activity Statements widget
Activity Statements Widget, it would be able to click on the columns and got to a filtered view of the activity statements. Also it would be good to be able to filter by partner/manager. On of the big issues with auto created BAS/IAS is the is not parter/manager assigned to them if we could get a filter for partner/manager based on the partner/manager set in the client file it would be fantastic.
Christopher Sykes
shared this idea
Hi everyone, it’s helpful to hear that the Activity Statements widget could do more to support quick oversight. Being able to filter by Partner or Manager and click through to those filtered views sounds like it would make it much easier to stay on top of workloads and keep deadlines visible across the practice.
For now, a good option is to run the full Activity Statement report and use the filters there to drill into specific staff portfolios.
I’ve moved this idea to Gaining Support so we can keep track of interest and help our product teams see the value of adding more interactivity and staff-level filtering here.
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Elisa Harris
commented
Perhaps if we could set filters similiar to what we can/could do in tax - that would help to capture each particular team's stats if I can filter by the 3x managers in that team. Would be helpful for myself as a team PA/admin as I deal with different teams so don't want it locked to MY clients per se (I am not partner or manager on any client). However would love to be able to see stats by team.
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Waseem Naroo
commented
in this place need to add filters for current AS, previous AS or date range. Also filter for Parther and then Manager, by clicking we need to see how many are outstnding for each manager or partner
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Waseem Naroo
commented
in this place need to add filters for current AS, previous AS or date range. Also filter for Parther and then Manager, by clicking we need to see how many are outstnding for each manager or partner
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Waseem Naroo
commented
in the home page - can you for activity statements and tax returns, can you add a filter to see which staff or partners work is outstanding
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Steven Lynch
commented
Can the lodgment statistics be calculated only off MY CLIENTS that i am the designated partner in XPM setup? We are 3 partner firm and this owuld be good data for me managing my lodgments
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PKF Perth
commented
Income tax returns & Activity Statements to be able show widget based on partner/manager assigned to clients
Eg - Darren Tax Partner should be able to have a widget that just shows his client list