Customer feedback & Ideas for IRIS

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Option to add the data input page status to the detailed report

Sometimes we send the detailed report to the client when trying to fill in the gaps - it would be useful to see 'complete' or 'awaiting information' next to each section as appropriate. First requested Nov 2016

  • Paul Dix
  • May 4 2020
  • Attach files
  • Best Tax services Ltd commented
    14 Dec, 2021 09:37am

    If I may add, I have noticed that the 'view detailed report' on the data input page does not pick up all the data that is actually entered in the data input stage. So the view detailed report is incomplete. What I am requesting is that the 'detailed report' should be a summary of everything that is entered as data input.

  • Admin
    Wendy Ilsley commented
    20 Jul, 2020 03:23pm

    Thank you Paul for your response, I will look into this further now that I better understand your requirement.

    I will also look into why you are not getting notifications.

    Thanks

    Wendy

  • Paul Dix commented
    20 Jul, 2020 02:00pm

    Yes - the second one! (I don't seem to get any email notification if anyone comments on an idea I can created, so I didn't know you had done so).

  • Admin
    Wendy Ilsley commented
    8 Jun, 2020 03:57pm

    Hi Paul

    Looking at this ticket and trying to understand your request, I have attached two images, is either of these what you are looking for?

    Let me know if I have understood correctly.