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S
Sholom
Level 1
March 15, 2026
New

Total balance or refund due

Related products:Lacerte
  • March 15, 2026
  • 5 replies
  • 4 views

Please show the total balance or refund due on the top right corner of the screen.  You have that in ProSerious, so it should be easy to implement in Lacerte.

5 replies

S
strongsilence
Level 10
March 22, 2026

1 vote opposed.

It feels like it will be screen clutter, and a distraction from the first and most important and essential goal of getting the input right.

BobKamman
BobKamman
Level 15
March 22, 2026

It could always be made optional, as with ProSeries.

IRonMaN
IRonMaN
Level 15
March 22, 2026

"You have that in ProSerious, so it should be easy to implement in Lacerte."

But that is like saying a feature you like in your old KIA should be an easy thing for the manufacturer to add in your new Lexus.  ProSerious and Lacerte are owned by Intuit but they don't run on the same platform so you can't just lift a line of programming and add it to another program.  And for the record I hope ProSerious goes back to its old name.  That ProSerious name, just sounds way to serious to me.

Slava Ukraini!
George4Tacks
George4Tacks
Level 15
March 22, 2026

SERIOUSLY? ProSERIOUS?

Answers are easy. Questions are hard!
S
scheunemanncpa
Level 5
March 23, 2026

You can always add columns to your main client screen that shows refunds and balances dues.

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