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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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- Proforma - Transfer all my clients for all my modules at once - problem
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Proforma - Transfer all my clients for all my modules at once - problem
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Proforma - Transfer all my clients for all my modules at once - problem
Proforma - Transfer all my clients for all my modules at once - problem
Submitted by RonRamos on 12-14-2022 09:09 PMHi Lacerte Team,
I love the idea of transferring all of my clients for all of my modules at once, BUT, it transfers every client in the old program, not just FINAL clients. I tried selecting just the FINAL clients or filtering just the FINAL clients and it still selects all of the Proforma, Info Pending and other Status's I use.
An option to choose all or filter Client Status would be great.
Thanks,
RR
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