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February 12, 2026
New

Promise date

Related products:Lacerte
  • February 12, 2026
  • 0 replies
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There is an option in client info to use "Promise Date" to use for when you told the client it would be done or are we extending. There is no column option or report option for that information. It would be nice to be able to have a column to see what needs to be worked by Promise date. At this point, its a random piece of information in the client information that can only be accessed while in the client file.