Actually, they do carry forward if you re-proforma the client file. You likely transferred them over fairly early, before the year to year transfer work was completed by the developers.
Nope... I transfer my files at late as possible usually late January.
They may have fixed it, now, but it wasn't *fixed* in time to be useful. Unless one waits to to transfer individually, as clients come in. That doesn't work for my practice.
And it wasn't fixed for organizer purposes.
The other issues is meals at 100% prior year vs meals @ 50 % for 2023
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