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55 votes
Jacqui Trumper
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96 votesJacqui Trumper
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63 votes
Hi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this one, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to have an automatic monthly payroll tax report is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual…
Jacqui Trumper
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111 votesJacqui Trumper
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96 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
An error occurred while saving the comment Jacqui Trumper
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4 votesJacqui Trumper
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15 votesJacqui Trumper
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248 votes
Heya everyone, thanks for your input to Product Ideas and letting us know the value of the CGT worksheet for you.
We're going to move this idea to Under Review as this is something the team have planned over the next 12 months. There are a few other pieces of work lined up before this, so we'll share news when this progresses. Thanks
Jacqui Trumper
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8 votesJacqui Trumper
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4 votesJacqui Trumper
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2 votesJacqui Trumper
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15 votesJacqui Trumper
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23 votesJacqui Trumper
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10 votesJacqui Trumper
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39 votesJacqui Trumper
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3 votesJacqui Trumper
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19 votesJacqui Trumper
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4 votesJacqui Trumper
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6 votesJacqui Trumper
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46 votesJacqui Trumper
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With the Optus debacle, I have heard of people changing their email addresses. Likely that at least some of these people won't think to tell their accountants or bookkeepers about the change. So you send docs out for signature, follow up when they haven't signed, and then you get, oh yeah I changed it, sorry, meant to tell you...
Never underestimate a client's ability to make a mess of things and to get confused easily.
So on the point of creating a new pack rather than adding to an existing one - if you have two different packs sent to them, guarantee they won't realise they are different packs. They might sign one, and then when you follow up the other say, but I signed that already. The amount of time following that up and explaining to them could be avoided by just adding a new document to the existing pack.
It's all about the client experience. Make it easy for them to do what we want them to.