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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- HomeBass Mass Update for Client Payments
HomeBass Mass Update for Client Payments
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BobKamman
Level 15
03-23-2023
02:51 PM
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The "client status" column shows a lot of clients as "billed." Is there any way to mark them "paid," without opening and closing each one?
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Skylane
Level 11
03-23-2023
09:21 PM
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No…i gave up on client status years ago… i keep a shared spreadsheet so staff can see client status and update as we go through the process
If at first you don’t succeed…..find a workaround
