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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.
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- Re: Applying changes to multiple clients
Applying changes to multiple clients
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CWestonCPA
Level 1
10-02-2023
02:11 PM
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Hello All!
I am returning to Lacerte after 20+ years and struggling with the functionality from the workflow side.
I want to be able to select multiple clients and apply changes to all (not status updates).
Example: we had a couple preparers leave and I need to reassign the Staff Preparer. Rather than do this manually for each client, I want to be able to select a group of clients and apply the change to all.
How can this be done?
Much thanks in advance!
CW
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1 Comment 1
Karl
Level 8
10-03-2023
03:42 PM
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