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Lock Client

okonskae
Level 2

Anyone know if Tech Support is aware of any issues regarding locking and unlocking clients in Lacerte? Keep getting an error when trying to lock or unlock a client in Client Status that client is currently in use. I don't have time for extra steps.

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3 Comments 3
robmotty
Level 1

I am having the same problem. I found a workaround if you go to client tab in top left and lock from there. I have not contacted support for a solution.

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sjrcpa
Level 15
WAAZCPA2762
Level 3

I had a problem locking an Scorp return, keep getting that error that the file was being used.  I did call Tech Support and they are aware of the issue, and they gave me that work around you mention.