Scenario: Husband/Wife/Son - all filing - all linked in one file.
Both TaxCycle and DoxCycle are linked and open.
Press “Save” in DoxCycle, and it proceeds to pop up with the File Information - Family Workflow Summary to save.
After pressing Save, it then repeats this process for each member even though all three are in the same file. It pops up the window a 2nd time (hit save) and a 3rd time (hit save).
Then it closes the file - when I go to TaxCycle, it repeats this process. It pops up to save one, then 2, then 3.
I’m pressing save 6 times with the same window popping up repeatedly just for one file.
TaxCycle Version: 14.1.56212.0
DoxCycle Version: 14.1.56033.0
Environment: Windows 11 Enterprise 64-bit / Microsoft .NET 8.0.14
I can’t seem to replicate this. Does it happen after you have been working in the files for a while or right away? Does it only happen after some other event (ie posting to TaxCycle or printing to DoxCycle) or does it seem random?
This is the only report I have seen where this is happening and I am unable to replicate which suggests there is something specific to the file (if it is intermittent) OR some other process on your system that may be causing this (if it happens all of the time). If you have the time, can you reach out to support and have them take a look to see if it may be the latter.
Every file. You click save in DoxCycle - and it saves. But then the “File Information” Window pops up in TaxCycle in order to save the file. I click save, then the popup “File Information” for TaxCycle comes back. I click save again (only husband/wife file) and then it stops. When I do this for a client with 3 children, I see the TaxCycle “File Information” window 5 times when I click Save in DoxCycle.
I reached out on here - because it is a “Bug Report” - I’m not looking for support, it’s annoying, yes, but not worth my time to sit on hold - only to have someone tell me to update the version when my version was newer than the one they told me to update to. (See: last time I contacted support)
I found the setting to reproduce what you are reporting. When the option to “Always show Workflow Summary before save” is selected in TaxCycle clicking save should save for all family members but instead cycles through each person in the file. I will log it for engineering.
