Superuser - Tax Calendar

Ciberconsultant commented 1 year ago

When entering this menu, the message "Loading ... please wait..." is 'stuck' in the screen. It does not dissapear after loading
In the screen there are options to 'file a Tax 210 Profesional', 'File a Tax 720 Wizard'. These menu items should not be part of the calendar. It is not the superuser who fills out and files tax returns. This is a job for Companies and Clients. When clicking on these menus and 'back' sometimes the Interface goes to the company or client interface
The thought of having a link in the calendar to file taxes is a nice thought, but I would make the link on the actual deadline date.
Please change 'add tax' to 'add event'.
When adding an event (tax), the form asks a 'frequency'. The options are 1 ,day, 2 days, 3 days, 7 days, 15 days and 30 days. I do not understand this choice. If you mean to create a repetition this option is insuficient and I suggest to copy one from existing software (see attached example of Outlook to create repetitions)
The current version forces to 'assign' to a certain user, but the idea of the Tax Calendar is that if the superused enters an event, this applies automatically to ALL users, if the Company enters an event, this applies to ALL of their clients and if an End user enters an event, it only applies to this End user.
Once added the event, it cannot be edited, please make this possible in case someone enters the wrong data or needs to ammend the event

nirajconverthink commented 1 year ago

• When entering this menu, the message "Loading ... please wait..." is 'stuck' in the screen. It does not dissapear after loading

Reply : For confirmation purpose we had added this as per your comment we will remove it.

• In the screen there are options to 'file a Tax 210 Profesional', 'File a Tax 720 Wizard'. These menu items should not be part of the calendar. It is not the superuser who fills out and files tax returns. This is a job for Companies and Clients. When clicking on these menus and 'back' sometimes the Interface goes to the company or client interface

Reply : Ok as per your comment we will remove it from superadmin login.

• The thought of having a link in the calendar to file taxes is a nice thought, but I would make the link on the actual deadline date.

Reply : there is only start date and end date so shall we have to add a new date as a deadline date and about that link which page we have to linked it.

• Please change 'add tax' to 'add event'.

Reply : Ok we will change it.

• When adding an event (tax), the form asks a 'frequency'. The options are 1 ,day, 2 days, 3 days, 7 days, 15 days and 30 days. I do not understand this choice. If you mean to create a repetition this option is insuficient and I suggest to copy one from existing software (see attached example of Outlook to create repetitions)

Reply : In our thought adding frequency was to send reminder mail to corresponding company. Please suggest your idea.

The current version forces to 'assign' to a certain user, but the idea of the Tax Calendar is that if the superused enters an event, this applies automatically to ALL users, if the Company enters an event, this applies to ALL of their clients and if an End user enters an event, it only applies to this End user. * Once added the event, it cannot be edited, please make this possible in case someone enters the wrong data or needs to ammend the event

Reply : So currently we have to give them edit option.

nirajconverthink commented 1 year ago

Done please check

Ciberconsultant commented 1 year ago

• Please change 'add tax' to 'add event'.

Reply : Ok we will change it. I cannot see this change ...

Ciberconsultant commented 1 year ago

• When adding an event (tax), the form asks a 'frequency'. The options are 1 ,day, 2 days, 3 days, 7 days, 15 days and 30 days. I do not understand this choice. If you mean to create a repetition this option is insuficient and I suggest to copy one from existing software (see attached example of Outlook to create repetitions)

Reply : In our thought adding frequency was to send reminder mail to corresponding company. Please suggest your idea.

Ok, if this option is to send reminders, please change the term 'frequency' to 'reminder'. I understand that this is a one time reminder before the date of the event, correct?

nirajconverthink commented 1 year ago

Done please check

Ciberconsultant commented 1 year ago

Ok, fine, can you program under 'assign user' the option 'all user' bij default? Can you change the name of this label from 'all user' to 'all users'?

The 'description is not visible for level 2 (companies) or level 3 (clients) users. It should be visible for all users.

Thank you

nirajconverthink / CIBERCONSULTORES