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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.
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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- List of all Sticky Notes on a file
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List of all Sticky Notes on a file
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List of all Sticky Notes on a file
List of all Sticky Notes on a file
Submitted by Kimberley on 02-20-2024 12:34 AMA sticky note is a great way for internal users to make notes within the software for review by other internal users, but it is difficult to know they are there unless you are on that specific screen in that specific section. Unlike client notes that will remain in the file and will proforma, sticky notes are not listed anywhere for easy identification.
It would be really nice to have a means by which we can see all of the notes on a particular client. Perhaps in much the same way the MISSING DATA flags are used, having a singular place/means to locate sticky notes would be nice.
training benefits, easy communication on items that do not require proforma since they relate only to the current year return information, etc.
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