Julie Kruger
Activity overview
Latest activity by Julie Kruger-
Julie Kruger commented, Adding a comment to this: After the April 2026 update, the columns are now WAY wider and I can't fit them all in one screen. I really wish I could adjust the column width myself, I'd like to fit e...
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Julie Kruger created a post, Payment Vouchers Online only
This year, we would like to not send our clients the traditionally payment vouchers, as the IRS has claimed that they will not be accepting physical payments. But, we still want the reminders to b...
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Julie Kruger commented, We just did a test run, and it worked! But it is a very slow process, you have to do settings for every voucher individually, and it's about 3 clicks per voucher, so it almost doubles my processi...
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Julie Kruger created a post, Gather - Pending Documents in DRL
When in the "Review Progress" Tab, there are a bunch of extra (repeated) documents listed in the "Pending - Requested Documents" section. This makes it really hard to tell what they are missing. ...
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Julie Kruger created a post, Gather AI - Document Upload Status
I would like to have the ability to change the client's document upload status. We sent out our Gather requests last week, and I have had a number of clients upload one or two documents and then c...
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Julie Kruger commented, Agreed. We would like the Categories options to include all the categories we have added in the Secure File Transfer module.
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Julie Kruger commented, We also would like to be able to see what documents the client marked as "N/A". We've settled on going into every client's "client view" and printing their upload documents page, but it filters out...
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Julie Kruger created a post, Gather AI "Import File" for DRL loses punctuation
We have discovered that if we use the "Import File" option in SS Gather AI, nearly all the punctuation is converted to an underscore. This is both difficult for the client to understand, and it tr...
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Julie Kruger created a post, Gather AI Column Width
We would like to request that when the client is in the "upload documents" page (and they have uploaded some documents) that it remains only 5 columns, rather than adding a 6th column and squishing...
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Julie Kruger commented, Agreed. We are doing a work-around where we have to go into each client's "client view" and print a copy of their DRL once they submit everything. It's annoying, but works.