nlaporte
Level 1
12-06-2019
06:00 PM
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Best Answer Click here
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George4Tacks
Level 15
12-06-2019
06:00 PM
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Settings > Transfer prior year settings, then select what you want from the list.
Answers are easy. Questions are hard!
impactcfa
Level 1
03-26-2021
02:08 PM
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What if my Lacerte applications have been moved to a new server. What folder do I need to copy or what manual process do I need to perform to transfer all my custom client letters from old instance to new instance?
