Level 4

Question

Client Invoice Form Charges EXCEL SPREADSHEET PLEASE!

7 replies
35 views

I've used Client Invoice Form Charges since 2004 and each year I print last year (2022) and pencil in the new charges for 2023 by applying an inflation increase (3% this time) and then keypunching each 2023 form charge into Lacerte. With federal and 10 states for Individual and adding the PShip, Corp, SCorp and Fiduciary fee schedules, this is a HUGE list of individual forms to update and keypunch. 3 Hours to update 2023 Form Charges. Totally unnecessary and time wasted.

LACERTE PLEASE let me simply Export to a spreadsheet, apply my inflation percentage, and then Upload the new Form Charges to the Client Invoice Form Charges.

PLEASE. PRETTY PLEASE. BEGGING.

This topic has been closed for replies.

Level 10

Client > Group Select

Print > Database Reports > Status. Choose the billing/receipt or other status item that you need.

This prints a report. I think you can export the report to Excel.

Please let me know if that helps.

larrygrussell1Author

Level 4

Sorry but this does not help. I can already print the Form Charges on paper directly from the Form Charges screen.

BUT this is what I want to AVOID.

EXPORT (button) Form Charges to Excel

Update Excel for inflation

IMPORT (button) Excel updated amounts to a new Fee Schedule

Level 10

Larry, have you tried to get a solution from Tech Support?

Level 10

@larrygrussell1 Have you learned how to do it?

larrygrussell1Author

Level 4

Here is where I am trying to export to an Excel the "Form Charges":

Settings > Client Invoice > Form Charges <== Lacerte has a "Print" but not an "Export" button and not an "Import" button.