Settings and activity
7 results found
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16 votes
Thanks so much for taking the time to share this idea with us.
This is something we’ve heard interest in from other customers as well, so we’re moving it into the Gaining support stage. From here, other users can add their votes and comments, which helps show how many people would find this useful and the different ways it would help them.
Our product team regularly reviews ideas in this stage alongside other work. While we can’t promise if or when this will be developed, the level of support and detail shared here is an important input into future planning.
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Yousef Barry
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24 votesYousef Barry
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70 votesYousef Barry
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49 votes
Hi community, thanks so much for the great feedback so far. The changes to Tier 3 reporting standards - especially around grant categorisation are clearly important, and it’s great to see this idea gaining momentum quickly.
This request is now in the Gaining Support stage, so it’s on our radar for further consideration. If you’re using Tier 3 reporting, we’d love to hear more about what specific features or improvements would help you most. Your input really helps guide the product team’s priorities.
Please keep the votes and comments coming. We’ll be sure to share updates here as we learn more. Thanks again for being part of the conversation!
Yousef Barry
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41 votes
Hi everyone, appreciate the interest this idea is growing, however reviewing this post there are a few ideas wrapped up in the one and it'd be good for us to untie this to understand the needs and interest in each separately.
As currently designed, there are dedicated state tabs e.g Draft, Completed Approved etc from which you can select all and perform bulk actions. This also provides a total of the items selected in the list header.
Bulk actions are generally relevant to the state a return is in - For example being able to Approve is only relevant to returns currently in a Draft state.
It'd be good to get more feedback of your workflow here and why you'd be wanting to perform these bulk actions from the All tab rather than the dedicated state tab?
I've created a couple of new ideas to track the interest in being…
Yousef Barry
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106 votes
Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
Yousef Barry
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29 votesYousef Barry
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Payday super now here. I can't believe this hasn't already been rolled out.
If it does get rolled out, it would great to see a current pay calendar, a day calculator from payday and last super processed, basic checks for Payday Super compliance. Anything more would need to be handled in payroll console for specific client.