Accountant-Man
Level 13
12-28-2021
07:45 PM
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Where is the 2020 fee input on 2020, and where do you want it to transfer to in 2021?
FYI, I like the fees to appear on the Client Status sheet each year, and the 3 prior years' fees appear in the middle, before the Current Year Notes section; HOWEVER, the 2020 fee will NOT carryover to 2021 unless you have the fee input on the invoice.
If it is merely input in the middle ON THE STATUS sheet in 2020, it WILL NOT TRANSFER to the 2021 Status sheet.
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