Practice Manager - Auto select 'ATOmate Fee For Service' when 'Deduct fee from refund' is checked
It would be great if you can automate the ticking in of this 'ATOmate Fee For Service' (under client details) whenever 'Deduct fee from refund' is selected on the tax return currently in process. And if in the next financial year's tax return it is no longer fee from refund, 'ATOmate Fee For Service' will automatically be unticked.
Mylene Fajardo
shared this idea
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John James
commented
Auto-selecting ATOmate Fee For Service when Deduct fee from refund is checked sounds like a practical workflow improvement. Small automation features like this can reduce manual errors, save time for practice managers, and make the overall billing process more efficient and consistent for staff handling daily operations.
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