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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Is there a way to automate a search in DMS?
Is there a way to automate a search in DMS?
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browndj3
Level 1
06-09-2023
11:41 AM
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Every so often we go through our client list to check if they have engagement letters. The problem is that it's currently done by hand, one client at a time, one down arrow press at a time. It's painfully tedious. Is there a way to automate this, checking to see that the client has a tax return done for that year and has a file named "engagement letter.pdf" in the source documents?
If there isn't a way to do this built in, is there any API documentation that I can look through to try and slap together a way to do it via Python or something?
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George4Tacks
Level 15
06-10-2023
02:29 PM
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Press F3 and search for engagement (or maybe just eng in case someone spelt pourly!
Answers are easy. Questions are hard!
browndj3
Level 1
06-12-2023
10:35 AM
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While this does let me search for the files, this doesn't give me the granularity I need. I only care about clients that have a completed tax return but do not have the engagement letter.
