Settings and activity
3 results found
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80 votes
Hi team, as we continue to progress with improvements for 'Ready to start' our product team would love to engage with users that have voted for this here; to get more understanding of your setup, and give input on early designs.
If you'd be interested in meeting with the team you can book a time that works best for you through this link 🗓️ Thanks!
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48 votes
Belinda Roychowdhury
supported this idea
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23 votesBelinda Roychowdhury
supported this idea
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An error occurred while saving the comment Belinda Roychowdhury
commented
Such an important field that is within the job import template however it can't be imported :( - be great to have this field actually user-friendly. It is very time-consuming for us to have to manually enter in budgets as we need them!
Voting to also remove this feature because it creates confusion. Jobs display with a specific practice 'job state', while unrelated” recommended returns appear as “Ready to Start” with all tax returns for the related entities against whatever tax or AS jobs are under the client.
The feature of having all the returns just under 'Tax Manager' as an audit tool is a good feature but the adding to jobs is something we would vote to remove.