Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

FirmFlow

Extend the due date for multiple deliverables

You can extend the due date for multiple deliverables at once using any FirmFlow Report by Deliverable.
To use this feature you must have Extend permissions enabled in FirmFlow workflow-level permissions.
  1. Go to
    Reports
    ,
    FirmFlow Reports
    ,
    Options
    ,
    Standard Reports
    , then
    Due Date (By Deliverable)
    .
  2. Select your Service Type. For Current Step, select INCOMPLETE. For Current Due Date, enter 4/15/YYYY. For Deliverables, select your 1040 Deliverable.
  3. Select
    Search
  4. Use the Group By option to organize by column headers as needed.
  5. Mark checkboxes for the deliverables that you want to extend, right-click in the search results list, and choose Extend Deliverables from the context menu. Details on the commands in this context menu are as follows.
    • Extend Deliverables
       - Extends the current due date of your deliverable and changes Extended (Y/N) to Yes within FirmFlow Reports.
    • Add Extension Flag
       - Will not extend the current due date of your deliverable; however, choosing this command will change Extended (Y/N) to Yes within FirmFlow Reports.
    • Remove Extension Flag
       - Will not unextend the current due date of your deliverable; however, choosing this command will change Extended (Y/N) to No within FirmFlow Reports.

error-icon

error-close