Working papers - Functionality of moving/preparing working papers
It would be helpful if the working papers module allowed you to drag and drop working papers rather than having to use the 'move up/down' buttons. It would also be useful if we could highlight multiple papers at once and move in bulk. Additionally, if the software allowed us to mark several working papers as 'prepared' in one go, this would save a lot of time. Many thanks
Luke Irving
shared this idea
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Adam Palmer
commented
I have a similar opinion that organising/approving the working papers is more time consuming than it probably should be.
Quite often when I have re-ordered a working paper folder, I find that the order didn't save when I next login to the client or I add another paper and they snap back to their random order.
Could they not just automatically sort based on their individual references? - Or at least provide this option.
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Luke Irving
commented
Hi Evan, has there been any movement on adding this functionality or is it still not being considered at the moment?
Thanks
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AdminJess Lindo
(Admin, CCH Software)
commented
Allow documents to be added to the working paper file using drag & drop functionality