Download clients on schedules to csv
complete
Sue Dowling
We do a lot of cross-checking, especially with BAS. Quite often we find AS not feeding through to XPM for no apparent reason. The ATO also changes clients to monthly reporting without notification, so, it would be great to be able to dump a list of clients on a schedule to csv or excel to compare with other data base info. Things like list of payroll clients would be good for targeting marketing, or TPAR - the list is endless - and taking screen shots at present is not idea.
Aaron Wittman
complete
Aaron Wittman
Thanks, Sue. We will review if the product team can easily export this data and provide an export to excel. Alternatively, we will review if we can provide an Analytics report, as we provide export to excel of the data in the reports. i.e. As per the client queries report.
Cassandra Scott
Aaron Wittman: With the integration with XPM, there may be an opportunity here to compare clients on a BAS task with the AS download into XPM
Aaron Wittman
under review