Sorting by EFile Status

Forum|Forum|6 years ago
February 7, 2020
4 replies
25 views

Is it just my office, or has Lacerte taken away the ability to sort by EFile status? As the season progresses, that has been a very useful way to sort, particularly in the EFIle Clients tab. Switching the Efile status to the left most column does not seem to force it to sort that way either.

TYIA

Jack

Lacerte Tax

This topic has been closed for replies.

S

scheunemanncpa

Level 5

I use the filters on the left side of the clients screen.

George4Tacks

Level 15

Join the club. https://proconnect.intuit.com/community/lacerte-discussions/discussion/sorting-client-lists/00/50810

Maybe @IntuitAustin can report this to Lacerte as a negative change from prior years.

Answers are easy. Questions are hard!

S

scheunemanncpa

Level 5

Go to settings - display. Then left side of screen. Sort by. pick efile status

S

scheunemanncpa

Level 5

whoops. right side of screen

G

Glohman

Level 2

Sorting by E-File Status just stopped working. Please put back the way we had last year. Why change something that is working perfectly? Specially something as important and useful as this?

L

LGCW

Level 2

I also had the same issue here. Looks like I can sort by names, client id, preparer, but not by Efile status.

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