XPH | Tax Manager - Ability to search across all returns status
Add a filter to the top filters to search by All not just Ready to Start/In Progress/Filed/Errors, if you are looking to see a BAS status then you have to search in all 3 if you are not sure what status it is at from this home page or you have to go back via the client.
Amy Stronach
shared this idea
Hi Amy, when searching for a specific lodgement, needing to check each status tab can take a bit of time. Being able to search across all return statuses in one place would make it much easier to quickly find what you’re looking for, regardless of its current stage.
At the moment, this requires clicking through each tab in Tax Manager or going back into the client record.
I’ve moved this to Gaining Support so we can track interest and share it with our product teams as a potential improvement to search and navigation.
