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R
rwspiegel
Level 2
January 31, 2023
Discussion ongoing

Add column to client document list to indicate "Complete"

Related products:ProConnect
  • January 31, 2023
  • 2 replies
  • 4 views

I need a way to mark a submitted client document as complete when I'm processing their documents. When a client has many documents, it is difficult or impossible (depending on number of documents) to know which have been input.

 

Thanks

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    2 replies

    M
    mnavarroCPA
    Level 2
    April 20, 2023

    I am surprised no one else has voted on this! I often have to open up all the documents every time just to make sure I input everything because I am paranoid of forgetting to input something, which is a huge time suck.  Would be great if we could have a way to mark submitted documents as reviewed, input, done, whatever.  Just so we know we dont need to click on it and open it again! 

    A
    Anonymous
    May 17, 2023

    Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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