Workpapers - Ability to mark Note (e.g. Client Query, Review Point) as resolved
In new workpapers there is no ability to see which "notes" (Client Query, Review Point) has been resolved ðŸ˜
What theeeeeeeee....
Sam Gray
shared this idea
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Joanne Watson
commented
Would be great if at least the notes icon on the Trial Balance screen was a different colour if an action needs to be taken. Currently everything shows a light blue regardless of if the note has been completed.
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Alison Hogg
commented
Add to this - make it a single click without having to open the note, and then hit reply and then mark as complete. This is an inefficient workflow.
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Alison Hogg
commented
As a serial reviewer - this is important as we need to be able to see if they have all been cleared, so not having this will add to workload as we have to work out if they have been acknowledged or not by the preparer