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re: the pro series program

Level 7

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

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2 Comments 2
Level 15
Level 15

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?

Level 11
Level 11

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