AU Tax - Bulk selection and status updates
Returns Management User Interface (UI) - "All" Tab Improvements/Customization
To improve handling returns by adding bulk selection and status update functionalities on the "All" tab of the Returns Management interface. Also, suggesting having a customizable UI to best fit our workflow preference.
Key Features:
Action Buttons
- Located in the table header, these buttons perform bulk actions such as "Approved", "Out to Sign", and "Sign". They remain disabled unless one or more return items are selected.
Checkbox
- Each return item has an associated checkbox to allow selection. By default, these checkboxes are unchecked.
Select All / Deselect All
- A master checkbox located in the table header allows users to quickly select or deselect all visible checkboxes at once.
Persistent Selection
- Items that are selected remain selected even when filters or search queries are applied. This ensures that selection is not lost when the view changes.
Selection Summary
- A dynamic display showing the number of selected returns, for example: “5 returns selected”. This updates in real time as users select or deselect items.
Confirmation & Undo
- Before any bulk action is executed, a confirmation prompt appears to prevent accidental changes. Optionally, users may be provided an undo option to revert recent actions.
Customizable UI
- Users have control over which columns are visible and the order in which they appear. This is managed through drag-and-drop functionality or by checking/unchecking column options.
***sample interface is attached and may be improved
Pauline Cruz
shared this idea
Hi everyone, appreciate the interest this idea is growing, however reviewing this post there are a few ideas wrapped up in the one and it'd be good for us to untie this to understand the needs and interest in each separately.
As currently designed, there are dedicated state tabs e.g Draft, Completed Approved etc from which you can select all and perform bulk actions. This also provides a total of the items selected in the list header.
Bulk actions are generally relevant to the state a return is in - For example being able to Approve is only relevant to returns currently in a Draft state.
It'd be good to get more feedback of your workflow here and why you'd be wanting to perform these bulk actions from the All tab rather than the dedicated state tab?
I've created a couple of new ideas to track the interest in being able to show/hide columns from the list views, and another for holding selection across multiple pages, so please add your vote to either of these if of interest to you.
In relation to the details shown in the list - we'd like to get a gauge of what specific information you'd be wanting to see from this view - there's an existing idea some may like to join to view tax payable/refundable or please start a new idea if there's something else you're wanting to see.
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Cameron Lean
commented
Could you please add the function to bulk update Tax Return status in both directions, ie not just forward progression
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Abelardo Garcia Aguilar
commented
I think it would be good to get the option to reconcile the ledger accounts like Prepayments and Accruals. We can mark the transactions and the corresponding reversals as cleared. So we can quickly create a schedule by filtering the uncleared transactions.
Xero should think of providing this clearing feature which is available in QBO