Settings and activity
17 results found
-
30 votes
Lisa Favelle supported this idea ·
-
10 votes
Thanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here?
This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂
Lisa Favelle supported this idea ·
-
7 votes
Lisa Favelle supported this idea ·
-
357 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
Lisa Favelle supported this idea ·
-
17 votes
Lisa Favelle supported this idea ·
-
4 votes
Lisa Favelle supported this idea ·
An error occurred while saving the comment -
4 votes
Lisa Favelle supported this idea ·
-
13 votes
Lisa Favelle supported this idea ·
-
34 votes
Lisa Favelle supported this idea ·
-
248 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.
Lisa Favelle supported this idea ·
-
75 votes
Lisa Favelle supported this idea ·
-
22 votes
Lisa Favelle supported this idea ·
-
98 votes
Lisa Favelle supported this idea ·
-
100 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 supported this idea ·
-
32 votes
Lisa Favelle supported this idea ·
-
246 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 supported this idea ·
-
3 votes
Lisa Favelle shared this idea ·
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.