Level 3

Question

Client Invoice Form Charges EXCEL SPREADSHEET PLEASE!

Forum|Forum|2 years ago
January 31, 2024
3 replies
10 views

I've used Client Invoice Form Charges since 2004 and each year I print last year (2022) and pencil in the new charges for 2023 by applying an inflation increase (3% this time) and then keypunching each 2023 form charge into Lacerte. With federal and 10 states for Individual and adding the PShip, Corp, SCorp and Fiduciary fee schedules, this is a HUGE list of individual forms to update and keypunch. 3 Hours to update 2023 Form Charges. Totally unnecessary and time wasted.

LACERTE PLEASE let me simply Export to a spreadsheet, apply my inflation percentage, and then Upload the new Form Charges to the Client Invoice Form Charges.

PLEASE. PRETTY PLEASE. BEGGING.

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Level 10

Client > Group Select

Print > Database Reports > Status. Choose the billing/receipt or other status item that you need.

This prints a report. I think you can export the report to Excel.

Please let me know if that helps.

larrygrussell1Author

Level 3

Sorry but this does not help. I can already print the Form Charges on paper directly from the Form Charges screen.

BUT this is what I want to AVOID.

EXPORT (button) Form Charges to Excel

Update Excel for inflation

IMPORT (button) Excel updated amounts to a new Fee Schedule

Level 10

Larry, have you tried to get a solution from Tech Support?

Level 10

@larrygrussell1 Have you learned how to do it?

larrygrussell1Author

Level 3

Here is where I am trying to export to an Excel the "Form Charges":

Settings > Client Invoice > Form Charges <== Lacerte has a "Print" but not an "Export" button and not an "Import" button.