"Lodge by" field

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Partner Kellie_B
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Kellie_B
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"Lodge by" field

 

It would be great if the "Lodge by" field was available from the Activity Statement homepage.

Our Tax staff are responbsible for managing all their MYOB AE lodgements from this page and now with the forms coming through PLS for all clients regardess of who lodges this has made this messy and a bit hard to manage.

 

We are working through a process now of identifying those clients and then tagging them Lodge by Client so we don't generate the form in Tax, but it would be good if the "Lodge by" field was available from the Activity Statement homepage as it will be required to catch any new clients that forms come through in the future.

 

We have a champion that manages the "Activity Statement Obligations" page, we don't want all staff accessing this page.  Could this be considered as an enhancement please Smiley Happy 

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MYOB Staff Post Helen-Z
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Helen-Z
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Re: "Lodge by" field

Hello @Kellie_B

 

Thanks for your question, and your enhancement suggestion.

 

The Activity Statements homepage is for those Activity Statements that have already been created in the software. My understanding is that an Activity Statement would only be created for those that need to be Lodge by Agent, which may be why the option for Lodge by Client / Agent was not added on that homepage.

 

Is there anything in particular you were wanting to achieve with that field? If I had a bit more understanding of what you were trying to achieve, I could possibly suggest a way to achieve that. You can contact me directly via the message option on the Community Forum.

 


Regards,

Helen
Tax Support Specialist
MYOB Australia Pty Ltd
Partner Kellie_B
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Re: "Lodge by" field

Thanks for the reponse Helen.  After I posted that I spent a some time cleaning everything up so we are back to a manageable place and I can see that it is not essential to have on that screen.  However it would be good that if someone accidentally loads client forms or where we are doing a variation it would be good to be visible for our Client Managers from their activity statement homepage.

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