George4Tacks
Level 15
01-04-2022
12:23 PM
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Historically there have been problems with the proforma process. It is best wait as long as possible to do it. I just proforma clients "As Needed" until at least mid to late January. Be sure to update the 2020 program before using proforma or organizer. The single issue was mentioned quite a while ago. Are you up to date 41.1215
If you are getting errors, wait until the next update and try again.
Here's wishing you many Happy Returns