Thank you in advance for taking the time to read this. In all years prior to 2019 release I was able to drag the Fed e-file Stat column to the left and then under filter on the left hand column expand the Client Status and select either Proforma, Info Pending, etc. All the returns I did for the day that had been printed would show up as Passed Validation and would show up at the bottom where I could easily navigate and select them for back-up.
The problem for 2019 is that I am no longer able to sort this way as the client list remains in alphabetical order which I do not want. My office does a high volume and I need to back up as we complete returns throughout the day as I like to place them in a final status once backed up. I do not always have time to scroll through 6500 clients looking for the recent passed validation.
Has anyone figured out how to do this in the new tax program?
Click the status column and all should short by status - click again to reverse order. Drag a column to the left - still works.
I am on the most recent update and look for fresh updates often simply because I am looking for functionality that I am hoping will find its way into the 2019 release.
I have tried your suggestion and it still does not perform like it used to. In 2018 and all prior years, after the client passed validation they remained in a proforma status until I manually change it to final. Sorting by the status in 2019 is not segregating the passed validation to the bottom and simply leaves them among the proforma list. I am not sure if others back up this way or not but no matter how I come at in in 2019, it will not segregate the passed validation returns from the others. I am still left to scan my entire list looking for those ones waiting to be finalized as opposed to dragging the fed e-file column, hitting the end key on my keyboard, and highlighting all the passed validations. What used to be a very quick process where I could back-up 10 clients in a matter of 30 seconds now becomes a chore and removes much needed efficiency.
Any further insight is greatly appreciated.
Try going to Use Options->Display and make sure the two check boxes are NOT checked. They are labeled "Automatically adjust..." and "Left column Fixed. I think this will fix your problem.
Dennis McFerran, RTRP, San Jose, CA