John Schmitt
- Total activity 37
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Activity overview
Latest activity by John Schmitt-
John Schmitt created a post,
Update Billers Using "Update Partners and Managers" in Admin
Version 9.9 PE added the "Biller" field to the Job / Management Tab. It would be helpful to have this field as an option to update on the "Update Partners and Managers" in Admin. Currently I don't ...
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John Schmitt created a post,
Web Hooks in PE
We would like to utilize Web Hooks in Practice Engine. We see a section for this under API authentication, but it does not seem to be configured or work. Is this something that could be added in fu...
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John Schmitt created a post,
Show Jobs that can be rolled after Clicking “New Job” Button.
After clicking the “New Job” button can a window show other jobs available to be rolled. We have staff adding “New” jobs and not Rolling existing jobs. This causes reporting issues for us as the p...
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John Schmitt commented,
I also agree. We would like to have this feature too.
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John Schmitt commented,
1.) Marking the Job as an Amended Job - There is currently no elegant way to mark a job as it is an Amended Tax Return. 2.) Ability to add Delivery information to the Job. Delivery of returns is ...
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John Schmitt created a post,
Allow State Jurisdictions to be manually updated
AnsweredWe have had many Jurisdictions (State Due Dates) that are not correct in Jurisdictions on the Job. If the system allowed the staff to update the due date on the Jurisdictions that would help with ...
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John Schmitt created a post,
Job Attributes
Not plannedNeed to have Attributes on Jobs like you do with Clients and Staff Details.
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John Schmitt created a post,
Job Notes History
CompletedWhen looking at Notes\History on Jobs the Details are cut off and it requires you to hover over them to see full details. Can this be set so that the full note shows without having to hover over th...
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John Schmitt created a post,
SSRS Report Integration Security
CompletedAllow SSRS reports which show on the Reports page when setup to follow the logged in user security in SSRS so that not all reports show on the screen. We have several internal reports that we prefe...
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John Schmitt created a post,
Full List of E-File Information
AnsweredIf we are importing the CCH E-File information into PE, can we have a section dedicated to the CCH E-File Information in the Job Details section. Seems we could put the entire list of E-File inform...