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C
CVV
Level 2
February 13, 2021
Question

date printing

  • February 13, 2021
  • 2 replies
  • 22 views

When setting up a new client, the date will not print on the client letter or the invoice.

Prints "<@FDIFrozenDate>"

Prints fine on returning clients.

    This topic has been closed for replies.

    2 replies

    IRonMaN
    IRonMaN
    Level 15
    February 13, 2021

    Sometimes rather than fight with the software, I surrender and find an alternative route.  I would try loading the basic information for a new client in the prior year and then transfer the client to 2020 to see if that solves the mystery.

    Slava Ukraini!
      JRC
      JRC
      Level 7
      February 13, 2021

      For all new client's you need to uncheck the Box on the "Client Status" form. "By checking this box, the client billing/invoice and client letter dates will use the date EFiled above instead of your system date."

      Bug in program automatically checks this box for new clients.

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