Viewing/Printing the Client Log in Lacerte

How do I view and print the client log in Lacerte?

Solution:

To view and print  the Client Log:

1. Click on the Clients tab.
2. Highlight the name of the client file you want to view.
3. Press the F4 function key on your keyboard.
4. Click on the Client Log tab.
   1. The Revision list displays the date, the time, the person who made the changes, and the number of input fields changed.
   2. Click Clear Log to erase the Revision list. You cannot recover a Client Log after you have cleared it.
   3. Click Print to print the Revision list. You can then choose where you want to print the list (printer, DMS, PDF).
   4. Click OK to save changes.