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misty2
Level 1
October 8, 2024
Question

We have multiple users that perform some sort of data entry on each client file in Lacerte. Does Lacerte have the ability to show which user profile entered certain data?

  • October 8, 2024
  • 1 reply
  • 19 views
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1 reply

George4Tacks
George4Tacks
Level 15
October 10, 2024

That is not currently available. 

Answers are easy. Questions are hard!
D
DatabaseRobertLTUG
Level 5
November 30, 2024

In the F4/Status screen, the CENTER tab (Activity Log) will show you WHO did HOW MUCH of what & WHEN.  [LEFT is Status dates&initials, RIGHT is E-File activity]

 

e.g. RDK added 17 entries on 27 Nov, Deleted 4 entries.  You will NOT be able to discern WHICH entries were changed in any manner.

 

While you are in Interactive mode (NOT Ctrl+W/switch to Batch mode view) pro forma'd entries are BLACK while typed entries are BLUE.  I believe the entries for W-2s you scan & pay Intuit to process for you come back in GREEN.

 

Also, if you hover the mouse over any given entry, if it came from some other mesthod there should be a pop-up tooltip saying "K-1 passthrough" (if you got it from another module) or "Family Link" (if you have linked returns for Kiddie Tax) or other such sources, I do not recall all of the possible source types.

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