Taxprohere
Level 7
12-06-2019
10:11 PM
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There was a similar post/answer from a year ago, but this is not the same issue. I am not changing the global options after a transfer. I have global options set at Per Form Charges and 3d (show only forms being charged). Yet when I transfer a client from 07 to 08, this option is blank. I am currently having to go to the billing page and recheck the caution box (to re-import the current options)...for every transfer. New clients are not affected.
Ideas of what the problem is?
Best Answer Click here
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