Solved
Fee report
Each year, I prepare a list of fees charged for each client, to be modified and used in the mail merge of my Client Letter for the following year. I need it in Excel, for a couple of reasons.
In the past, I've created a custom report in Lacerte, but that gives me a pdf. I've then needed to use Acrobat to convert it to Excel, but doing so creates many Excel errors, like merged cells, that take a long time to fix.
Does anyone know how to create a list in Lacerte of clients and fees in a .csv format?
Thanks
