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Categories Tasks & Workflow
Created by David Martinelli
Created on Oct 10, 2023

Filtering tasks improvements - service frequency field added in advanced search

Hello there. Would it be possible to add fields to the tasks advanced search? Our practice would benefit from having a frequency field in the advanced search. For instance, we would like to be able to filter bookkeeping tasks which are monthly, quarterly or annually. Maybe the frequency field could be added to other services too such as management accounts, VAT, payroll, etc. Thank you!

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