AzPete
Level 1
01-18-2021
09:46 AM
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I can only see clients with a "Final Status" in Lacerte 2019. If I select filters for "Proforma", "Additional Information", "Extensions", etc., no clients are listed. If I try to add a new client, it defaults to Proforma, but then disappears as soon as I select another client. If I try to add a new client using an existing Client Number, I get an error message - "Client No. XXXX already exists." I have rebooted my computer an restarted Lacerte several times and nothing changes.
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