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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.
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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jenshugrue
Level 1
03-10-2023
11:21 AM
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Anyone know if there is a function to identify new clients added in the current year? Would be helpful to track growth. Thanks!
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joshuabarksatlc
Level 10
03-10-2023
11:44 AM
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Have you used up all 20 statuses?
If not, can you not set up a "NFinal" to differentiate one that would normally be Status "Final", for a client that's New, for example?
I come here for kudos and IRonMaN's jokes.
pamdory
Level 8
03-10-2023
12:15 PM
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If you haven't already used it for something else, there is a field in the Client Information screen>Misc Info called Custom Filter. You could enter the year the client started with you there. Then add a column in Option>Display. Then you can just click on the header for that column to sort by year.
