in the Workpapers dashboard, ability to change Status
Currently it defaults to In Progress and I can't seem to change that? At least in Old Workpapers we had On Hold, which we used if there were queries with the client and the job was stalled. And Done, when it was out for signing and waiting for the workpapers to be signed off. It would be really handy to a) be able to customise the Status, and then b) change it.
Also I tried the Notify feature and that didn't update Status to Ready for Review either
Otherwise looking at my client view of all workpapers in progress, we can't see where they are at. Instead we have to keep track of that somewhere else (XPM jobs or something).
Gillian Kirkman
shared this idea
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Tracy Bennison
commented
It would also be good like the old workpapers when they are setup that the status says assigned rather than straight to In progress. We like to set all of our workpapers up in advance and assign to different employees and then when they start on that client they change it to In progress.