Working Papers- Assignment/Job for Document Managemet
It would be really beneficial to be able to select an assignment/job from the accounts production/working papers side so when these pull into Document Management everthing is organised in the correct place.
11
votes
Jade Webb
shared this idea
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Fozia Muddassir
commented
The standard profiling window should come up when activating working papers for accounts, so Assignment, and Job can be selected at the same time. This ensures consistency across the suite when we are putting anything into DM
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Fozia Muddassir
commented
This is crucial. When we get a prompt to activate working papers we should get the DM profiling window pop up, that way we can specify the assignment / job / description as needed. Currently this is a separate tidy up exercise we have to do and it time consuming as there is usually a lot of working papers