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I want to easily find a client payment that requires a refund. For example, I currently have over 100 pages of payments. If I need to find a payment on page 80, I can only skip forward 2 pages at a time (page 5, to page 7, to page 9, and so on until page 80). It would save time if I could skip forward faster (by 5 pages, or by 10 pages), or simply search by client name to jump ahead.
How often would you use this request?
Every time I need to issue a refund. Weekly. |
I actually found out last week when I needed to issue a refund and was able
to easily search for the client. Thank you! This is fantastic!
*From:* TimeSolv <09623c32af20765e4f20a3b0-timesolv@iad-prod2.mailer.aha.io>
*Sent:* Sunday, October 25, 2020 4:55 AM
*To:* asmeester@timberlinetax.com
*Subject:* Shoaib Mehmood responded to idea T-I-269 Refund "Search" Function
You now have the option to search for a refund based on client name and date range.
Hooray! Thank you.
*From:* TimeSolv (Shoaib Mehmood) <
97b7e31b4822497197a8ed9c-timesolv@iad-prod2.mailer.aha.io>
*Sent:* Thursday, September 3, 2020 7:21 AM
*To:* asmeester@timberlinetax.com
*Subject:* Refund "Search" Function status has changed to Planned