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Enhancement request: BOB - Tax summaries - Add totals below colums

Posted by thewinchester thewinchester
Message 1 of 3 968 Views

This is a pretty easy enhancement request for BOB, being a modification to the Tax statements display.

 

For customers with more than one account, it would be great if beneath the by account summary - the totals for each column were displayed as a final row.

 

This would make it easy to get the information, without having to add it up yourself.

 

If you *really* wanted to get fancy - you could add sub-total rows here depending on the viewers relationship to the account (i.e. sub-totals for OWN, Joint, etc), before having a total line.

 

And yes, I know BWA helpfully transmits this information to the ATO, which makes it nice for those completing their returns online towards the end of July.

 

However, some of us (i.e. the impatient ones), file our tax returns sooner and don't want to wait for the ATO to process and insert this information for us.

 

(Granted, I cheat anyway by using a 3rd party transaction tracking service to get the details well before they're available in BOB, but this would be a nice little enhancement to add none the less for everyone else).

 

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Re: Enhancement request: BOB - Tax summaries - Add totals below colums

Posted by SarahF SarahF
Message 2 of 3 967 Views

Thanks for another great suggestion @thewinchester - I'll make sure I pass this onto our team's to look into so we can try making Tax time that little bit easier for you Smiley Happy ^Sarah

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Re: Enhancement request: BOB - Tax summaries - Add totals below colums

Posted by Happias Happias
Message 3 of 3 98 Views

I have been trying to find a way to total specific dates so would benefit greatly from this option

 

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