NZ TAX - Separate the "Completed" and the "Audit Check" button
It would be really great to separate out the "Completed" and the "Audit Check" button in XPM for the tax returns and have them side-by-side rather than having the "Audit Check" hiding inside a drop-down menu behind "Completed".
These have two vastly different outcomes - the "audit check" is great for checking things are completed correctly (especially great for learning staff), but this is only accessible by clicking on the little arrow beside the "complete" button. If the "complete" button is accidently hit... it's stupendously annoying.
Many people don't have the authority to reverse clicking on "complete" i.e. to unlock the return back into "draft". So it's a bit of a rigmarole of having to explain the situation to someone with the authority to get them to go in and unlock it, which is usually the boss (or similar). I'd just really appreciate it if I could avoid having to admit to more stupid mistakes than necessary really.
Could they please be side by side rather than in a drop-down menu?
Or if they could even be swapped around - so that the checking is the first option rather than the "complete".
Thanks.
Philippa Jamieson
shared this idea
✨ Thanks for sharing this idea with us Philippa and detailing how separating the Audit Check from Completed is a desirable improvement. We’ve reviewed it your idea is now open for other community members to vote on and comment on, so they can share how this change would impact their practice too. That feedback is really helpful for our team as it gives us a better understanding of the level of interest and the workflow impact for customers.
