Bulk update of personal tax workflow from homepage
There is no way to select multiple clients on the homepage of personal tax workflow and update the step e.g. "Information requested" for the selected clients. It will only do it one by one. This is time consuming where a batch of information request have been sent out for example to Trust clients. Also it would be useful where we want to move steps along quickly for a group of partners or beneficiaries.
Fozia Muddassir
shared this idea
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Louise Duffy
commented
This has been marked as completed but the solution doesn't work in a larger practice.
You can batch update a PT workflow using Maintenance - Central workflow - Personal Tax - Batch update workflow but when you choose the step you want to update/the result you are just shown a list of client codes and you can't tell who the client is and aren't able to filter this by office or any other parameter.The Batch assign workflow to Tax Returns option has a filter screen initially and then it shows the client name next to the code. Can we please have the same on the Batch update workflow option? It is impossible to sign off in bulk with the current set up and a large database/multiple offices and it is so time consuming signing off individually making using them really inefficient.