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    • Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
    Created with Sketch. 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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    re: the pro series program

    shf1957
    Level 7
    ‎03-05-2021 11:35 PM

    Can you add a column showing paid  and the amount or is that not possible? If so how can i do this?

    0 Cheers

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    2 Comments 2
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎03-06-2021 07:19 AM

    Im not sure, Ive never looked...did you go through the choices in

    Homebase > Add/Edit Customs Views  (you need to be in a standard HB view, not the EFcenter)

    and see if it was one of the choices?


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    Skylane
    Level 11
    Level 11
    ‎03-06-2021 08:39 AM

    Good question. I don’t think so,. I keep a spreadsheet sheet separately to track progress for each client. PS has a lot of functionality but managing a tax practice is not one of their strengths.

    If at first you don’t succeed…..find a workaround






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