New
adjust display columns
it would be VERY helpful to add "transferred to 202x+1" in the display column available options. I am specifically looking at my 2022 Lacerte and trying to ascertain whether or not, and which clients, have been transferred (proforma'd) to 2023. Obviously I can see in 2023 who is there, the question is, who is NOT there that should be... and I have 1,400 names to look through if I'm to do it manually... so again, a report or filter or setting of some kind would be GREAT if you can swing it.
Thanks!
