ESignature Reports

[joanielowe]

Can you send a list or how to we print a list and match it to a billing report for esignatures only.

My esignatures are not matching what Lacerte has listed we used for 2022 tax season and I would like a report of clients that we used esignature for to match to our Lacerte program. 

[IntuitGabi]

Thanks for the idea to print an e-signature list to compare to a billing report. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange


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[tmpcpa]

Hi,

Is there a way to find out which clients belong in a batch of payments made?  We get the emails from the individual payments, but can the total batch have each client listed or a link to who they are?  We are having trouble reconciling.

Thank you!