Lacerte Tax Idea Exchange

Can you send a list or how to we print a list and match it to a billing report for esignatures only.

My esignatures are not matching what Lacerte has listed we used for 2022 tax season and I would like a report of clients that we used esignature for to match to our Lacerte program.

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Vote now if this is a good idea

Comments

Thanks for the idea to print an e-signature list to compare to a billing report. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".

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New Member

Hi,

Is there a way to find out which clients belong in a batch of payments made? We get the emails from the individual payments, but can the total batch have each client listed or a link to who they are? We are having trouble reconciling.

Thank you!