I just stumbled onto the batch calculation feature in Client Manager, and I think it’s a game changer from a file management perspective! I can think of quite a few uses for it, which leads to my first suggestion: could you add the ability to save batch calculations?
There are a few batch calcs I’ll be using that have relatively complex expressions, and it would be great to just be able to click on a saved version and hit run.
My second suggestion has to do with the excel export that is generated: right now it appears that when dollar values are exported to excel, they are formatted as text with a currency symbol in front of them (in my case a pound sign for some reason), ex. £52,936.91. Could the export be modified so that these values are formatted as “numbers” or “currency” in excel, so that we can sort, calculate, etc., without first manually converting the formatting?
Hellom
I support this suggestion.
I’m new to Taxcycle and I’m discovering the features.
Your competitor allows me to save the choices and exports the data in CVS format which is very helpful.
The currency symbol might be related to the same issue noted in this thread (I see you responded to a post in that thread, so maybe you already know about this…):
Thank you Nezzer.
My hope is that the exported excel file is in CSV data to be able to do calculations…
For example, the income is now exported as «105 200 $» in text format which cannot be manipulated in Excel because is text.
I don’t work at TaxCycle. I’m just another user like you.
The only thing I could suggest is to write a VBA macro in Excel to convert the text to a value. Something like this:
Sub fix_nums()
Columns(“A:A”).NumberFormat = “0.00”
r = 1
Do
x = Cells(r, 1).Value
If IsNumeric(x) Then
Cells(r, 1) = Int(x)
End If
r = r + 1
Loop Until Cells(r, 1) = “”