K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
It would be great to be able to roll forward multiple engagements at once instead of doing them one at a time. |
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. |
It would be a massive time saver for admins. |
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 roles. |
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. |
I have no idea what screen/tab this idea would easily go on. But it would be really helpful if on one screen you could select which year you want to roll, then go down a client list and check a box next to each client you wanted to roll from that year to the next. Maybe there's multiple columns with check boxes in each column for you to select if you want to roll data and/or roll permissions. Maybe have an asterisk or something next to clients that have already been rolled and gray out clients that have nothing to roll. Maybe you can't change what returns are prepared from that screen, but for those few oddballs it would be fine to do those manually. But to be able to bulk roll forward all the 6/30 or 12/31 returns (for example) would be a huge time saver. |