Status Change Time Stamp/History

Related products:ProConnect

Forum|Forum|3 years ago
March 23, 2023
2 replies
5 views

Please add a time stamp or time entry field for status changes. This would allow the firm/accountant to be able to know the order to work returns by when they came in. Also would provide great information on alerting staff if a return has been sitting in a status for too long and needs to be checked on.

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A

Anonymous

Thanks for the idea to add a timestamp for status changes. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

E

ELJ_CPA

Level 3

Relatedly, when viewing files via Intuit Link, the date and time the file was created and/or uploaded by client should be visible. Currently, one can only see the upload dates when actually inside the shared documents folder.

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