Settings and activity
12 results found
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12 votes
Lisa Favelle
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34 votesLisa Favelle
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196 votesLisa Favelle
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68 votesLisa Favelle
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21 votesLisa Favelle
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93 votesLisa Favelle
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98 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…
Lisa Favelle
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27 votesLisa Favelle
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238 votes
Appreciate your input here, everyone. This is a feature that our team have looked into and would like to develop for AU Payroll, however there are a few other key pieces of work lined up before they get a chance to explore this further.
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. If there’s any movement, we’ll make sure to come back and let you all know.Lisa Favelle
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4 votes
An error occurred while saving the comment Lisa Favelle
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3 votesLisa Favelle
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17 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
Lisa Favelle
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The ability to be able to report on (or at least filter on Returns page) by date sent for e-signing and/or marked as Out to Sign, would be very helpful.