Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Lacerte Jumps Clients After Client Status Update

Swaldrep
Level 2

Does anyone else have the issue of Lacerte jumping to other clients after doing a Client Status change? ex: you change client status to preparer, hit ok, then details, expecting the same client. It's not. Sometimes its the one right above. Sometimes its 15 people down. The client who had the status change is the only one selected.

It's really frustrating.  Any suggestions to make it quit? It's done this for a few years, but this year seems to be more frequent.  It upsets the billing process when you have to constantly delete and re-enter invoices for clients because it changed who you had selected & you don't catch it until it's been printed.

0 Cheers