Tiffany Roussel
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Recent activity by Tiffany Roussel Sort by recent activity-
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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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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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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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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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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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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Agree! Our users are highly demanding the ability to complete the note from the reply window.
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I agree! Users should be able to edit or delete. Often times an error is simply made OR they discover something different upon further review of the job and need to change their response. Having th...