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June 29, 2023
Discussion ongoing

Client Display Function under Options

Related products:Lacerte
  • June 29, 2023
  • 1 reply
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I just tried to highlight all of my clients with Schedule C and E's under the display function; however, most of the clients with these two schedules are not showing up.  It seems that once a client is "locked", the display will not include those clients.  You have to unlock a client to have it listed with a check mark indicating that those schedules are included in the return.  This does not make sense to me, and basically makes this function useless.  I have to decide as to whether or not I want to lock returns that have been finalized to protect the integrity of the return, or leave the returns unlocked so that I can accurately use the display function.  Please adjust the program to allow requested information to be displayed for locked returns.

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1 reply

July 21, 2023

Thanks for the idea to allow locked returns to be accessible under the display function. We are changing the status to "Open for voting" since it is no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.>> Lacerte Idea Exchange

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