Clients - Summary of workpapers status within the client view
This isn't a workpapers-specific solution, but the ability to see the status of workpapers in the clients section of the PartnerHub could have great development opportunities. It would be very useful to give a quick snapshot of the client and if it was also available as a column in the global client view you could filtering by work completed/ in progress/ not yet received. Furthermore, giving developers access to the API for this field would also open up other opportunities.
Bradley Taylor
shared this idea
Hi team, we appreciate you sharing with us on how we could improve the use of new Workpapers and managing client for you here.
This is an idea we have close eyes on and will be sure to share any updates with you all here.
In the meantime, please remember to share the idea with any colleagues you feel could benefit from this to and they can votes and support on this here. Thanks
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Tinus Viljoen
commented
List all completed and open working papers directly on the client’s practice manager record. This will allow for direct navigation from the client’s record to the working pack without needing to leave Practice Manager.
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Bradley Taylor
commented
I have just found that within the workpaper pack you are unable to click directly through to the client record and need to conduct a search. It would be extremely helpful if the client name in the pack was a hyperlink to the client record.