Tiffany Roussel
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Activity overview
Latest activity by Tiffany Roussel-
Tiffany Roussel commented,
I certainly agree with you and we do use the complexity levels, internal due dates panel and workflow statuses that are encompassing of holding or waiting on information. Using what the system offe...
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Tiffany Roussel commented,
That could work for the standard/frequent items. Examples of these are below which help preparers/reviewers quickly identify returns that should/should not pull from a pool. CHANGE OWNER (Change i...
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Tiffany Roussel commented,
The field could also be rolled over in XCM which would be helpful in PE as well. The job name resets and our users appending the name think it will stick for next year but it will not.
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Tiffany Roussel commented,
Agree. It would also be nice to be able to save searches for those that you frequently run (assuming you have more options to search from (job type, workflow status, year, partner...etc.).
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Tiffany Roussel commented,
I agree! I had to add a status to the beginning of the list (position 1) for many service lines. Took me quite a long time to do. I tried to get clever by separating them like Steven said above but...
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Tiffany Roussel created a post,
Field on Job Details tab needed for 'Comments' or 'Description'
Would like an additional field on the job details screen for 'Comments' or 'Description' for the job that could then be pulled onto the grid. We have many use cases for the need that helps to quick...
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Tiffany Roussel created a post,
UTC Time Zone Affects 'Date Assigned'
We would like the 'Date Assigned' when moving jobs through a workflow to pull from from our time zone (CST). We are running into issues with internal firm deadlines especially during tax season. Ex...
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Tiffany Roussel created a post,
Changing Note Type - Do not clear the note
CompletedNeed the ability to change the note type from job to job without it clearing the original note.
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Tiffany Roussel commented,
Agree! I would really like to allow staff to forward multiple jobs at a time. They were used to doing this in our previous system and it was a big time saver. Now, in order to do this, we have to g...
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Tiffany Roussel created a post,
Complete Job Notes in Multiple
CompletedNeed the ability to complete jobs notes more than one at a time. Very tedious right now, especially on larger jobs with dozens and dozens of notes.