K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
Add the ability to have additional filters in the E-file management screen as we have many offices and e-filers. Also add the history of who did the submission on each client's e-file section so we can know who submitted and who is responsible for follow-up. |
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. |
Helps admin be able to filter down to their office or the returns they have submitted and are responsible for. |
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 |
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. |
Add fields/filters to the E-file Management screen that include: -Office -Signer -Submitter |