Brad Podzius
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Recent activity by Brad Podzius Sort by recent activity-
Would really love for ALL lines to be expanded fully, not just at the second level.
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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 un...
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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
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Re-activating this as it has come up during new user trainings.
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Hello Theresa, I'm sorry, but that is something we will not do. There are more efficient ways to make adjustments, even if only for this tax year. Please reach out to me so I can help provide a s...
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Ahh... so for example, a 1040 might be in a pool, but it has an Installment Sale or NOL that makes it a bit more complex, therefore requiring someone with a bit more experience to handle? You are c...
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Hi Tiffany, Can you provide a few examples please? Just trying to understand the use case. Thanks! Brad
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No, any conditions around this would be completely firm specific.
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Hi Jonathan, Thanks for the suggestion! Fortunately, these are actually included in the system. "Job Forward" emails can be activated by the Support team and configured with any information rela...
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We have several options for this function, including automated 'sign-offs' based on changes in Workflow steps as well as User & Timestamps on Questionnaire Check Boxes.