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Level 2
March 8, 2020
Solved

I see there is a place to put promised date, but I don't see a way for that to show up to see in the view of the returns. Can it be setup in the status columns?

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George4Tacks
Level 15
March 8, 2020

Are you asking about Lacerte. The answer is NO. 10+ years ago it was useful. Not so much anymore, but they left it in. I have tried finding something through custom filters and even that is none eventful.

 

Answers are easy. Questions are hard!

2 replies

George4Tacks
Level 15
March 8, 2020

Are you asking about Lacerte. The answer is NO. 10+ years ago it was useful. Not so much anymore, but they left it in. I have tried finding something through custom filters and even that is none eventful.

 

Answers are easy. Questions are hard!
Level 2
March 10, 2020

Thank you Gerald even though this isn't what I wanted to hear.  It would be helpful for me to be able to see the promised dates in my listing of returns instead of my having to maintain a list manually.  Thank you for answering my question, I do appreciate it.

Sharon