Whitnie Schwartz
- Total activity 62
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Activity overview
Latest activity by Whitnie Schwartz-
Whitnie Schwartz created a post,
Error when Recurring Bill to Lost Client
It would be great if the recurring bill process would throw an error when trying to post to a Lost client. We have had a couple instances where staff haven't put in a request to drop the recurring ...
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Whitnie Schwartz created a post,
Default Job Creation Date
It would be great if a firm could set a custom year to default when setting up new jobs based on service line.
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Whitnie Schwartz created a post,
Set Task Codes Chargability in Master List
Could a default Analysis Code be set for the Task Codes in the Master Task list? Rather than having to set them individually on each of the templates.
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Whitnie Schwartz created a post,
Job Templates Screen
It would be great if there was a way to toggle between the Active and Inactive job templates.
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Whitnie Schwartz created a post,
Inactivate Jurisdiction at Date Calculation Level
We have multiple jurisdictions that are shared across Return Types and have recently discovered one that needs to be removed. However, since it is on a job (and we need it to stay there) we are not...
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Whitnie Schwartz created a post,
Assign Placeholder Staff to Roles on Templates
PlannedWe use Placeholder Staff (AKA Pools) for "shelves" that multiple staff could pull work from (i.e. tax preparation). Could the templates be updated so that those placeholder staff could be assigned ...
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Whitnie Schwartz created a post,
Job History - Creation/Roll
PlannedIt would be helpful to see who created or rolled the job over in the history. That way if a job is incorrectly set up you can see if it was human error or if something in the automation needs to be...
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Whitnie Schwartz created a post,
Moving Jobs to "NoStaff" premission
Not plannedCould a permission be added that limits who is able to assign jobs to "No Staff Allocated"? This would be helpful in our practice as we move jobs to staff at certain times and expect them to stay a...
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Whitnie Schwartz created a post,
Multiple Jurisdiction based Grids
CompletedIt would be great if we could have multiple jurisdiction based grids with different filtering. Right now we are limited to an Extension Grid but it would be great to have more live monitoring of ju...
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Whitnie Schwartz created a post,
Sync notes between rolled jobs
CompletedIt would be great if notes could sync forward to all of the jobs that have rolled already if applicable based on the note status. For example, due to our billing processed we are having to roll the...