Settings and activity
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34 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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Lachlan Bonser
supported this idea
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Agreed with this and it has cause a lot of unnecessary confusion among the team... In my view this is not an efficiency/work flow feature that needed to be implemented. How XPM dealt with / showed the returns pre UX changes was workable... this new way is not.
I would like to see only the tax documents that relate to the specific client not the group.