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Status Awaiting Prioritization
Categories Practice Management
Created by Thomas Noakes
Created on May 9, 2023

Adjustments to 'All Jobs' tab to make it more useful from a practice management point of view

When you go to look through your jobs it would be good to be able to search for specific clients.

It would also be helpful to be able to filter by more than one job type for example I would like to get a list of accounts production jobs and personal tax jobs on the same list to ascertain a correct working order.

It would also be good to easily be able to see the books and records received date on the all jobs tabs and to be able to sort by it, again so that it can be used to ascertain a working order.

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  • Admin
    Rob Millen
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    Feb 16, 2024

    Hi Thomas, we are looking at potential improvements to the Job/Task reporting at the moment - we are using your feedback here to help us to that - hopefully we will see improvements soon. Thank you!