K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
On due date tracker, add a way to filter not only by dates, but also by signer and/or location so that it can easily be filtered down to different signers/offices with different groups working on returns. |
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. |
Better ability to run reports on status by signer or location. |
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. |
Admin users & e-filers |
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. |
On Return Tracking screen, it sorts by year-ends, but also have a drop-down filter for the signer. |