Discussion ongoing
rolling forward the basis activity each year
Basis tracking is becoming more and more vital. It would be nice to have the historical information we've recorded in Lacerte roll forward and be visible in the current year in a manner similar to how the invoice screen does. In the invoice screen, you can see the amounts of the invoices for each year. Although basis tracking does involve a great deal more information, having it available in the current year would be very advantageous.
