Be able to filter (eg office) on PT Batch update workflow and show the client name
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.
Thank you
Louise Duffy
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