2

Forward jobs from Pools in bulk

Heather Barbee

January 25, 2022 22:12

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The ability to forward jobs in bulk from Pools would be a big time saver. 

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6 comments

• 0
  
  Michelle Harris February 01, 2022 09:28

  Hi Heather

  Thanks for your suggestion. Can you provide some additional detail on how you can see the flow of this working?

  Thanks

  Michelle

• 0
  
  Brad Podzius February 01, 2022 15:21

  Hi Heather, 

  You can currently do this by "Batching" the jobs and running the forwarding process in Bulk Job Admin.

  Please reach out if you need guidance on the logistics.

  Thanks,

  Brad

   

• 0
  
  Brad Podzius February 01, 2022 15:36

  Thinking further about this, it would be nice to have the ability to "select" jobs to get them into a batch instead of having to narrow the grid list down to the desired jobs or having to remove unwanted jobs after batching them.  Much like the selecting process on the Expense Posting grid.

• 0
  
  Michelle Harris February 01, 2022 15:45

  I think the Grid Filtering work that is planned will help with the batching to make the Bulk Job Admin more useable.

• 0
  
  Heather Barbee February 01, 2022 16:00

  We a limiting Batch rights.  It would be helpful to be able to forward directly from the pool.

• 1
  
  Shannon Hunter March 30, 2022 15:45

  We also limit who has batch rights (way to many things that can go wrong when in the hands of an average user).  It would be helpful to have a checkbox next to each job where you can select multiple jobs and perform the same action.  Example = select 3 tax returns that I just prepared, and send them on to the review pool or even a specific person.