We’d like to suggest adding a dropdown field in the Supplier and Contact Creation Forms to classify entities (e.g. Sole Trader, Pty Ltd, Trust, Superfund, Public Ltd, etc.).
This would help streamline compliance tasks. During a recent payroll audit, we had to manually segregate entities by type—having this field would make such processes much easier. We believe this feature could benefit other businesses as well.
Thanks for considering.
1 Votes
1 Comments
T
Tony Harcourtposted
4 days ago
Admin
Hi Amanda,
I would definitely recommend doing this as a custom field, as all of our global clients would have a different list.
Hi Team,
We’d like to suggest adding a dropdown field in the Supplier and Contact Creation Forms to classify entities (e.g. Sole Trader, Pty Ltd, Trust, Superfund, Public Ltd, etc.).
This would help streamline compliance tasks. During a recent payroll audit, we had to manually segregate entities by type—having this field would make such processes much easier. We believe this feature could benefit other businesses as well.
Thanks for considering.
1 Votes
1 Comments
Tony Harcourt posted 4 days ago Admin
Hi Amanda,
I would definitely recommend doing this as a custom field, as all of our global clients would have a different list.
You could do it as a mandatory drop down field.
Regards,
Tony
0 Votes
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