colinsbray
Level 3
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How on earth do you stop 2020 Lacerte from automatically starting proforma of all clients?

Even if you manage to cancel it, the next time you go back to that client type, it starts again.

Prior years did not do this. We are NOT ready to proforma all clients but we need to work on a few select ones now. It is doing this on every machine, & we cannot for the life of us figure out how to disable this.

Thanks in advance!

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