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Categories Tasks & Workflow
Created by Jay Houlihan
Created on Jun 30, 2026

Highlight Which Fields Drive Task Visibility: Where's My Payroll Task?

We added a client some time back, with several tasks, including PAYE.

It looks like this task is driven by the ‘RTI Deadline’ in the ‘PAYE Details’ area of the client details. We didn't realise this and no task was created:

We’ve missed registering a client because of this, despite putting in ‘First Pay Date’.

I think it would be good to highlight which fields are driving task/s being visible.

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