Alyse H.
Activity overview
Latest activity by Alyse H.-
Alyse H. commented, Official commentHi Denise, In order to ensure that these notifications are recieved, the firm will first need to turn this setting on. An Admin will need to complete these steps: Settings > Vouchers & Invoices > ...
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Alyse H. commented, Official commentThis is something we have seen suggested before, and we can certainly see why this would be such a beneficial tool to have in other modules, such as Organizers and even Returns. We will add your in...
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Alyse H. commented, Official commentThank you for the suggestion! We have received quite a bit of feedback on the Client Experience and continue to work on enhancing each step. Please note, we do currently provide verbiage letting th...
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Alyse H. created a post, CompletedCCH Direct Debit Generated Vouchers Missing Information
Situation: We are aware of an issue where the vouchers SafeSend automatically creates from the CCH Direct Debit report are being generated without Authority or Due Date information. Workaround: Na...
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Alyse H. commented, Official commentHi Debbie, thank you for providing this feedback! It sounds like you want to see more reporting areas for when a return was sent with the setting "Require taxpayer to pay the invoice prior to revie...
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Alyse H. commented, Hi David, We may need some more clarification on the use case for this scenario. Are you sending the document with other recipients who need to sign, or is it only for yourself? A possible solutio...
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Alyse H. commented, Official commentHi Chelsea! We do have an item for this in our backlog, so this is something we are working on! We do not have an ETA at this time, but we look forward to providing this update in one of our future...
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Alyse H. commented, Official commentHi Tami, Thank you for the suggestion. I am pleased to let you know our product team is already working to add custom categories for Gather to address this issue. We look forward to providing this ...
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Alyse H. commented, Official commentThe Client View for Client Portal was released in our 2024 Q4 product release. This feature can be found by accessing the Client View > Select client name in upper right corner > Access Client Port...
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Alyse H. commented, Official commentHello All, This feature will be available in our Q4 product release on 1/24/2025. Have a good day!