Please fix the 1099 review
J
John _
Seriously, it can be greatly improved by the creation of a new tab, "reviewed", which places all "Yes" and filled out answers away from those which are still "unfilled out".
In short, when I have answered "yes" AND filled out address+EIN/SSN, the entry does not need to stay in the "For Review" tab. It's already reviewed!
I mean, call it "Reviewed", call it "1099's to be sent", just get filled out entries out of the "Reviewed" tab once they are complete.
Thank you,
John Thornton
BookkeeperSA
210.660.8064
H
Heather Pranitis
Agree with both comments: FEIN has its own column and a way to see who we are waiting for versus who we already have.
K
Katie Carlisle
Agree here. EIN used to be its own column and it was much easier to spot those that still needed attention. Now that all the information is grouped together, it feels like a search-and-find. Some separation between those that are complete vs incomplete would be wonderful.