Settings and activity
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13 votes
Ruth Phelps supported this idea ·
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3 votes
Thank you for raising this idea, Ruth. Our Product team can definitely see the benefits of adding support for this. As you will know personal tax has some permanent schedules (Client details, Attachments etc). Would you only expect to have the completed tracking against the schedules that are added or the permanent schedules as well?
An error occurred while saving the comment Ruth Phelps commented
Hi
I would expect to see the tick box for all schedules showing that needed to be completed and also any that are added in that year as well.I would check client details as well, so it is good to have them ticked off as well.
Many thanks
Ruth Phelps shared this idea ·
Journal Entries, have the option to post the journal as either a bulk journal (which it currently is) or as individual transactions, so you can see a breakdown between each individual employee. This is will be useful if a client has medical benefit and needs to break this down between individual staff as they all pay different amounts.