Settings and activity
11 results found
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163 votes
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Sue-Ann Mallen
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65 votes
An error occurred while saving the comment Sue-Ann Mallen
commented
When the workpapers are printed to PDF the supporting documentation all appears at end of the document. It would be great it is appeared after the workpaper for that item. Ie for Bank account you have the reconciliation workpaper and next page is the supporting copy of the bank statement.
Sue-Ann Mallen
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145 votesSue-Ann Mallen
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132 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.
Sue-Ann Mallen
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204 votesSue-Ann Mallen
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46 votesSue-Ann Mallen
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24 votes
Hi everyone, we’ve made an update to reminders so you can now send multiple reminders at once - you can find out more about it 👉 here. We are hoping that this will reduce the time spent sending reminders for document packs.
We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!
Sue-Ann Mallen
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9 votesSue-Ann Mallen
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41 votesSue-Ann Mallen
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90 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…
Sue-Ann Mallen
supported this idea
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37 votes
Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread
- Ability to create a default email template for sending document packs
- A text box on single documents in a pack
We have another idea that's been started around the default email template across here and I invite all those interested to add their votes.
For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately.
Sue-Ann Mallen
supported this idea
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It is crazy this is not in the Australian Version!!!!!