Ciberconsultant
commented
1 year ago I am confused - this comment is logged under issue 23, but I cannot find the quesstion and answer under this issue; seems the github system does not work well
El vie, 24 mar 2023 a las 7:49, nirajconverthink @.***>) escribió:
• In the screen there are options to 'file a Tax 210 Professional', 'File a Tax 720 Wizard' and other options to file tax returns. These menu items should not be part of the calendar. It is not the Company who fills out and files tax returns, unless a client pays for that, but to start a service maybe in the Calendar function is not the best place. 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 and take the user to the 'services' page where they can start a new service for a client. Reply: For now we have added it there once the functionality is checked & confirmed we will change it
• Please change 'add tax' to 'add event'. Reply: Okay we will change this
• 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) • See also the remarks under 'superuser - calendar' Reply : In our thought adding frequency was to send reminder mail to corresponding company. Please suggest your idea.
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From the clients list, if we click on the 'settings' to manage individual clients no actions can be taken. We canont add a license, we cannot manage the licenses, we cannot configure the client settings for exact, we cannot create an invoice
We will leave this issue to later... let's first focus on the data structure and the services