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Level 2
December 7, 2019
Solved

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?

  • December 7, 2019
  • 1 reply
  • 12 views

I am using Proseries Professional. I did it last year and can't figure out how I did it. LOL

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Best answer by Accountant-Man

If they are the signing preparers you can open a preparer column. I dont know if you can limit it, though.

1 reply

Accountant-Man
Level 13
December 7, 2019

If they are the signing preparers you can open a preparer column. I dont know if you can limit it, though.

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