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Work with returns

The Returns screen is where you manage all the active returns.
The returns screen has been redesigned to make managing returns simpler and faster. Here’s what’s new and how to get started:
  • Cleaner Layout
    : Key details are easier to find with a streamlined design.
  • Quick Actions
    : Common tasks like approving or rejecting returns are now just a click away.
  • Improved Filters
    : Search and sort returns by status, date, or order number with enhanced filtering options.
  1. Select
    Returns
     to see all the active returns and the options for them.
  2. Select
    More
     to see a list of additional options.
  3. The filters now align with the filters used on other screens.
    note
    All filter fields support
    type-ahead
     search which lets you type quickly to locate relevant data.
  4. When you select
    Show New Returns
    , you will see only newly created returns in the list.

Page Navigation and Search Updates

The final section of the new screen includes page navigation, which was previously located at the bottom of the old screen.
  • The
    Columns
     button works just like the gear icon from the old screen. Use it to
    add or remove columns
     from your return list, giving you control over what information is displayed.
  • The search feature has been improved. The new search now looks across all columns and supports any combination of column values, making it easier to find exactly what you need.
For example, if you want to search for the client code and the taxpayer name, you can type both the taxpayer name and the client code into the single search field.

This article applies to:

  • PRODUCT: GoSystem Tax RS
  • Subject: Setup

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