Settings and activity
7 results found
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2 votes
Thanks for highlighting this idea, Michael. Being able to select a section of the Activity Statement widget and go straight to a filtered list could help reduce a few extra steps when managing work from the dashboard.
For now, clicking on the Go to tax link will redirect you to the Tax Returns list.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If you'd find this useful, add your vote and share which widget sections you'd expect to take you directly to filtered results.
Michael Curtain
shared this idea
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1 vote
Thanks for sharing this idea. We can see how having a dashboard widget that highlights tax returns ready to be prepared could make it easier to monitor workloads and prioritise work throughout the day.
In the meantime, you can use the Ready to start tab in Tax Manager to view returns that are available to prepare. This provides a dedicated list of returns that are awaiting action, helping you keep track of upcoming work.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would help your practice, add your vote and let us know how you'd like to see this information displayed on the dashboard.
Michael Curtain
shared this idea
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9 votes
Appreciate your feedback, Kerry. Currently the time summary widget is based around capacity which is only Mon-Fri. However, our product team are keen to get a better sense of interest around this and will be keeping a watchful eye on the support in this idea.
I'll let you know if there are any updates.
An error occurred while saving the comment An error occurred while saving the comment Michael Curtain
commented
HI, last week this started to show 7 days, which was appreciated. Now the Widget has reverted back to 5 days. Will you be brining back the 7 days in the future, or can we have it as an option? Thanks
An error occurred while saving the comment Michael Curtain
commented
I wholeheartedly agree with Kerry. Have the Time Summary for Monday to Sunday does not mean that we work 7 days a week. What it allows us to do for example, if we have time off during the week, ie golf, cycling, holiday, and we work on the weekend to cathcup then we can record and show the effective times. Notwithstanding the above, quite often we use parts of the weekend to preppare deadline reports for clients. It assist in a better working lifestyle. I thought was one of the main objectives of enhancing software!
Michael Curtain
supported this idea
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26 votes
Hi everyone, thanks for the engagement so far. We understand why having PAYG instalments included directly within the Trust Tax Return calculation statement would help create a smoother tax preparation workflow.
The idea is to add a dedicated PAYG instalment field or calculation line within the Trust Tax Return, allowing tax professionals to track these amounts directly and reduce the need for manual adjustments.
We encourage the community to vote on this idea if you’d find this tax workflow improvement useful.
Michael Curtain
supported this idea
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2 votes
Hi Michael. We understand the ask in having a quick, at-a-glance view of Work in Progress (WIP) to help with billing and cash flow visibility. At the moment, this information is available through existing Work in Progress Reports.
We’ll track the demand on this idea, and keep this updated if there’s any progress to share.
An error occurred while saving the comment Michael Curtain
commented
Hi Whilst I understand that a report can be run for WIP, reports can also be run for many other areas. WIP is an area that quickly blows out without being detected, unlike Debtors, where the client has already been invoiced. Having assisted others n getting a practice ready for sale, very rarely will the Vendor Accounatnt be paid for the WIP.
Michael Curtain
shared this idea
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38 votes
Hi team, thanks for sharing this! We can see how resizable widgets would make the Partner Hub feel more tailored to each practice. Some teams might want a big view of their Alerts, while others prefer a compact Time Summary—being able to adjust widget sizes would make the dashboard feel more like your own workspace.
Currently, fixed-size widgets can make key information feel crowded or require extra clicks to see more rows of data.
We’ve moved this idea to Gaining Support so our product teams can understand the demand for a more flexible dashboard. We’d love to hear from you—which widgets would you most like to expand or resize?
Michael Curtain
supported this idea
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3 votes
Hi there!
Thanks for sharing your idea with us!
Since there’s currently no way to toggle date ranges directly within that dashboard widget, I’ve classified this as Gaining Support to see how much interest it gathers from the rest of the community.
I’ve updated your idea title to Practice Manager - Ability to navigate prior weeks on the Time Summary graph to make it easier for others to find and vote on.
Michael Curtain
supported this idea
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Hi, I now understand that Saturday and Sunday will show on the screen if you enter times for those days. I complete the programmers on this initiative