It would be great to have a feature on the Overview page that allows us to see what is outstanding for a specific type of tax instead of every single tasks within the next 4 weeks.
It is currently the beginning of December and we are currently trying to work our way through as many self-assessments as possible, however there is nothing on BrightManager that allows me to see how many self-assessments we have left to file at a glance. Instead, we have to go onto Tasks, apply multiple filters and then work out how many are outstanding from there.
What I would like is to be able to look at the Overview page and be able to see at a glance that we have 150 self-assessment clients, that we have Requested Records for 80 of those clients, there is another 30 that we have Received Records for, 15 are currently awaiting approval, and 25 have been completed.
Hi @Guest - You can filter the overview widget to display specific tasks. If you click the unlock icon in the top right of the dashboard, then the settings of the widget, you can select the tasks you want to be displayed.
Hope this answers your query?