Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit TF-I-144 Updates to the tax questionnaire.

Automation: task status to be marked as complete when a questionnaire is sent to the client. Merged

On new Jobs function, when sending Tax Return questionnaires to clients in bulk, can the "Send questionnaires to client" box in Tasks automatically be set to Completed for all clients at the press of a single button (rather than going through each client separately and manually ticking)?

Avoids laborious time-consuming task of going through each client.

  • Guest
  • Aug 5 2020