Settings and activity
5 results found
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17 votes
Rachel Harvey
supported this idea
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5 votes
Rachel Harvey
supported this idea
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68 votes
Hi community, we appreciate your continued feedback and hearing how important client queries are to your Workpapers workflow.
We understand the value of being able to send queries to clients and have their responses and documents come back into New Workpapers. This is something we have intentions of developing, however it's not being worked on just yet. We’ll update you here when things progress.
Rachel Harvey
supported this idea
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33 votes
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Rachel Harvey
supported this idea
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49 votes
An error occurred while saving the comment
Rachel Harvey
commented
We have reoccurring annual BAS jobs which are set up on a job template with reoccurring tasks using placeholders. At present the placeholders do not work on the tasks for the reoccuring jobs. This almost makes setting the job up as reoccuring a waste of time as it takes so long to then update all the placeholder fields on the task manually, It would be great if the placeholders on the tasks worked for these reoccuring jobs with tasks.
Rachel Harvey
supported this idea
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Our client is really unhappy with this, which has caused her errors and lost profits. Please create a fix for this issue.