Suggestion from Volunteer
Would like ability to arrange Reports Categories in the order that I use them. I use “Transmissions”, then make a PDF in “Returns Transmitted”. Later I check “IRS Acknowledgements” and make a PDF copy. Scrolling through the list to get to Returns Transmitted is annoying. Putting it after IRS acknowledgements would be helpful. Or, giving us the ability to customize the list would be nice.
TaxSlayer Recommendation
Proposal: Allow the site administrator to manage the reports that are available for use under the Reports tab and in what order they are displayed.
Tracking ID 269580
Status: Committed
Implementation Plans
This feature will be available at the site level only.
We will be adding an option to Security Templates that allow the site administrator to enable the ability to edit the report listing.
The user that has the option enabled will be able to limit the reports that are displayed under Reports on the Welcome page. They can also order the reports to better fit the workflow of their sites.
This is scheduled to be delivered the week of April 30th.