Settings and activity
36 results found
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28 votes
An error occurred while saving the comment 
Juliana Kean
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108 votesJuliana Kean
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48 votes
An error occurred while saving the comment Juliana Kean
commented
Report would be great- but also this would be good as another tab in tax - to save running the report the team could just work off a live list
Juliana Kean
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36 votes
Our team is looking into this idea, however, they don't have any dates planned on when they’ll develop a notification to let you know whether a tax letter has failed to send. We understand that this feature is important so that you can be certain your clients have received their tax payment reminder letters.
We are monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status, and if there's any movement, we'll make sure to come back and update you here.
Juliana Kean
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61 votesJuliana Kean
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282 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
An error occurred while saving the comment Juliana Kean
commented
would help so much as we have two offices and it so vital to know who made changes to database
Juliana Kean
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223 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Juliana Kean
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86 votes
Thank you for your feedback on the changes for NZ GST returns here, everyone. Late Claims display in the body of the return, to review them. If you click on this the Transaction tab will open and to toggle Late claims on and off, select the 'More' option.
Late claims have been separated into their own section in the Transactions tab, and if needed you can also use the Filter to choose to only view Late Claims. We'll soon be updating the export to PDF to allow late claims to be excluded.
We want to be open that we don't have plans for separating these back into their own tab and will close this idea. We still very much appreciate your feedback and will continue to iterate on this overtime to make filling and filing GST for an organisation simpler and more efficient.
Juliana Kean
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53 votesJuliana Kean
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An error occurred while saving the comment Juliana Kean
commented
Totally agree - would be fantastic if like the bulk updating of addresses system would prompt do you want to update rest of the group. The other part to this would be if you update partner or manager on the front screen for it to give us the option to update all jobs as well
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48 votesJuliana Kean
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53 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂Juliana Kean
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95 votesJuliana Kean
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157 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Juliana Kean
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23 votesJuliana Kean
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34 votesJuliana Kean
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67 votesJuliana Kean
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82 votesJuliana Kean
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113 votesJuliana Kean
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15 votes
Hi team, appreciate the interest and raising of the idea here, however we want to be open that this isn't something we have plans of developing for.
Atm, if you're quite far down the page you could use the home button on your keyboard to quickly navigate back to the top.
Juliana Kean
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45 votesJuliana Kean
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It would be so much easier if the ideas forum for tax was split by country as each country has different legislation relating to tax and would be helpful if we didnt have to scroll through all the ideas to find ideas specific to our country.