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K1x Ideas
Status Validating
Categories K1 Aggregator
Created by Guest
Created on Aug 26, 2024

Make RETURN ID a selectable and viewable field in the user Dashboard

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

Please make the Return ID field a column in the user dashboard

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 would help all users in knowing which return and version the client is linked to in the tax software.

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.

Everyone would benefit from the idea.

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.

Allow users to select fields that can be viewable in the user dashboard. These fields should be all fields available in the instance template when creating a new instance.


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