I have a couple of preparers that work in my program. How do I create a homebase view for each of them with only their clients in them?
I am using Proseries Professional. I did it last year and can't figure out how I did it. LOL
I am using Proseries Professional. I did it last year and can't figure out how I did it. LOL
If they are the signing preparers you can open a preparer column. I dont know if you can limit it, though.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.