Being able to apply a change of Reviewer to all individual pages in the Workpaper pack
Ability to apply a change of Reviewer to multiple pages in the Workpaper pack.
We have a pool of reviewers so do not know at the time a Workpaper pack is created who is going to review the job. A "generic" reviewer is selected on initial set up.
When a reviewer picks up the job they change the settings to their name. This does not automatically update each page in the workpaper so you then have to change it for each tab you go into. Would be great to have the option of bulk updating all the pages at once.
Joanne Watson
shared this idea
Hi team, thanks for feeding back to us on new Workpapers here. While this was existing functionality, we appreciate it was a little harder to find.
We've made a recent change where you now have the ability to update staff assigned in bulk (whether that's Preparer, Reviewer or Final reviewer) directly from the Worksheet table. 🙂
