DeGray_Bookkeeping

I do not like your Invoicing in the client file. Each time, we have to put the tax forms used and the price next to it. It should do that automatically. Some times I spend more that 10 minutes going back and forth to see what forms I should charge for any particular client.

Thanks for the idea for the tax form used and price to populate automatically. We are changing the status to "Open for voting". 

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Status: Open for voting
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Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea for the tax form used and price to populate automatically. We are changing the status to "Open for voting". 

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Level 15
Level 1

I agree. The current process is time-consuming for firms that charge fees based on forms prepared.