nlaporte
Level 1
12-06-2019
06:00 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Solved! Go to Solution.
Labels
George4Tacks
Level 15
12-06-2019
06:00 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Settings > Transfer prior year settings, then select what you want from the list.
Here's wishing you many Happy Returns
impactcfa
Level 1
03-26-2021
02:08 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
What if my Lacerte applications have been moved to a new server. What folder do I need to copy or what manual process do I need to perform to transfer all my custom client letters from old instance to new instance?
