K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
For most clients we need to lock down the financial sections when it is rolled over to the next year. |
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. |
We don't want the clients to think they have to complete the financial sections and want them to focus on the other "PBC" input. |
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. |
Internal users will save time when rolling over so they don't have to go lock the financials each time. |
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. |
It would be great to be automatically locked down, but if not, then adding a question or checkbox during rollover would perhaps work. Such as "Which sections to lock down?" |