1099 - create stages
under review
S
Sofi Vaattovaara
I would like to have it more in stages. Like "Research" "Awaiting Info" "Not Required" "Ready to File" and "Filed" Rather than a couple buttons to click. It would make it easier for me to know where each one is at.
Right now it's "Incomplete" "completed" and "All" so just would like to be able to break it down further. It would speed up my time (make this more disability accessible).
Thanks!
A
Amanda Timcoe
I’m not sure if I should make a separate canny but I figured I’d add to this one. A 1099 dashboard would be helpful. While I can save views etc it would be nice to see it pull in the total W-9s needed per customer, how many we have and how many are missing. How many emails we are missing etc. Maybe even make it a report that can be added to reports.
Lauren Goettge
With these additional statuses, the ability to create/save views like the task list/client list.
A
Abbey Garcia
Even if they added one more view to split it between "unknown" "yes" and "no" in the need 1099 field it would help a ton!
J
Jeff Cecchini
AND for these stages to be user defined by the Keeper admin.
M
Michele Martinek
I love this idea! Especially as they move through each stage, seeing where they are and what work I've done on my end would be super helpful!
B
Ben Stein
under review