Topics started by Monica Rehn

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Monica RehnBeginner
asked in Ask a Peer

Moving work backwards in a template

Is it possible to move the work backwards in a template? We are a tax firm and sometimes when it gets to the preparer they discover they need one more document and instead of having the work sit at them while they wait for the client to respond ( which could be weeks ) they would like to move it to me so I can reach out to the client, but we can’t move it backwards without having to reset the automators .Has anyone figured out a way to do this or suggestions on how we can fix our problem?

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Nadia Kawalilak
Beginner
8 months ago

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