K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
Import from excel template rather than copy and paste into Navigator since tax team prepares customized footnotes in workpapers |
How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes. |
This will help users keep all parts of their engagement flowing consistently from workbooks to preparation system |
Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information. |
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How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea. |
Instead of having the customization only in app, have the ability to export out the footnote to customize in excel and import back in. In addition, the ability to create from scratch with certain parameters and then import into the footnote section would be helpful. |