ca-torrance
Level 1

We just rolled over our clients from 2020 to 2021 Lacerte.. all went well except one Partnership. This is a big partnership with hundreds of individual investors - the client number shows in the Partnership module, but no client name and data. When you close the module you get the message "Transferring Proforma Clients" - historically this has never been an issue, but this one client has this error. I am going to let it run over night just in case it is just a big file requiring more time to roll over. But wanted to ping the community to see if anyone has had similar errors. Should be noted only one staff member is doing the proforma function from 2020 to 2021. 

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