abctax55
Level 15

I don't know of an easy way....hopefully someone else does?

I *think* you can print a list of who transferred, immediately after the process finishes, but I haven't proforma'ed yet.

First, I'd note the difference in number of clients, so I'd know how many were missing.

Then I'd have the 2018 client list up on one monitor, 2017 on a second monitor (or separate windows on one monitor) and then compare to see who forgot to wander over to the new year.

YMMV

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