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Client status won't change

swortmancpa
Level 3

My first return status is "proforma'd" and even when I change the status to something else it keeps reverting to "proforma'd"  How to I make this work?

Thank you!

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1 Solution

Accepted Solutions
TylorValdez1
Employee
Employee

Go to the Settings menu and select Options.
Click the Status tab .
Select the Status Description causing the problem then click Modify.
If not sure which one, do this for each.
Clear the field by hitting Backspace or Delete several times.
Retype the Status Description , making sure to not use any spaces at the end or any unusual characters.
Click OK then OK again to exit out of the Options screen.

Then try to change the status again.

View solution in original post

3 Replies 3
TylorValdez1
Employee
Employee

Go to the Settings menu and select Options.
Click the Status tab .
Select the Status Description causing the problem then click Modify.
If not sure which one, do this for each.
Clear the field by hitting Backspace or Delete several times.
Retype the Status Description , making sure to not use any spaces at the end or any unusual characters.
Click OK then OK again to exit out of the Options screen.

Then try to change the status again.

View solution in original post

swortmancpa
Level 3

Thank you Tylor,

I had set up my own status items,  and found the one that was causing the problem.  I renamed it and now it works!

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TylorValdez1
Employee
Employee

You are welcome.

0 Cheers