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With the 7/31 Form 5500 deadline nearing, we've put together a list of resources to help you during this deadline period.
With the 7/31 Form 5500 deadline nearing, we've put together a list of resources to help you during this deadline period.
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- Excel Export?
Excel Export?
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_angie
Level 1
05-29-2024
04:27 PM
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When generating a report on clients, are we able to do so as an excel sheet, instead of a pdf? I've tried converting the pdf to excel afterwards and the formatting isn't that great. Thanks!
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