Latest changes to the TMNZ Dashboard

Latest changes to the TMNZ Dashboard

Latest changes to the TMNZ Dashboard Lloyd Evaroa

In addition to updating the TMNZ Dashboard system so that client’s login is now their email address, we’ve also made a couple of minor changes after receiving feedback from clients.

The TMNZ Dashboard homepage for direct clients now lists all subsidiaries in an easy-to-view way.

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Under the “Login to Corporate Dashboards” area in the TMNZ Dashboard homepage for tax agents, users can now search by company name when more than 8 companies are listed.

screenshot-dashboard-agent4

Transaction history is now listed under one report and can be exported as one spreadsheet rather than being split based on product-type.

screenshot-dashboard-direct1

 

If there are no pending requests in the system, then the tab automatically hides. 

screenshot-dashboard-direct2

 

 

 

Lloyd Evaroa

Marketer and amateur developer. Lloyd is the Customer Experience Manager at TMNZ.

All posts by: Lloyd Evaroa