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Hello,
how can I change the default file name format for pdf print files in proseries pro. This is my first year using the software and there doesn't seem to be any rhyme or reason for the format with the exception of a ".21" for the filing tax year.
Its just a random 4 digit number.21i eg. 1234.21i
logically a first 4 letters of the last name and last 4 of the SS makes a whole lot more sense. Is it possible to change the default?
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when I do a pdf file the file name of the pdf is taken from the file name of the taxpayers file name. (which in my case matches their client number in my over all system). Not sure if there is anyway of bulk changing that.
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Theres a checkbox in the Options somewhere (I stumbled across it the other day) about default file names for PDFs. It looked like you can turn off the auto naming....of course now that Im looking for it, I cant find it!
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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