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Level 1
August 4, 2023
Discussion ongoing

Color Coding Names List

Related products:Lacerte
  • August 4, 2023
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When you first open your list of names they appear in Black which is as it should be.  After filing a return, if the return is rejected by the Feds the name should be changed to Red.  It should remain Red until the return is accepted by the Feds.  If the return is rejected by the state, the name should be changed to Blue and remain Blue until the state accepts the return.  That way, as soon as you open the program and see the names list, you will immediately know where there is a problem, even if you missed checking the acknowledgements.

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1 reply

September 12, 2023

Thanks for the idea to color code clients based on return status. We are changing the status to "Open for voting" since it has been around for over 30 days and 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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