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Level 1
July 27, 2022
Discussion ongoing

Schedule D

Related products:ProConnect
  • July 27, 2022
  • 1 reply
  • 3 views

Easier way to enter and make changes to sch D sales. With more and more than people trading, there should be an easier way, think excel like features, to make changes to the transactions after importing. Maybe be able to sum to ensure all transactions were imported correctly. It’s just time consuming and difficult using the current setup. Especially having to scroll through the pages and cells one at a time.

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1 reply

October 31, 2023

Thanks for the enhancement when making changes to Schedule D transactions after importing. 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. >> ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.