Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Is there a way to automate a search in DMS?
Is there a way to automate a search in DMS?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
browndj3
Level 1
06-09-2023
11:41 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Every so often we go through our client list to check if they have engagement letters. The problem is that it's currently done by hand, one client at a time, one down arrow press at a time. It's painfully tedious. Is there a way to automate this, checking to see that the client has a tax return done for that year and has a file named "engagement letter.pdf" in the source documents?
If there isn't a way to do this built in, is there any API documentation that I can look through to try and slap together a way to do it via Python or something?
Labels
2 Comments 2
George4Tacks
Level 15
06-10-2023
02:29 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Press F3 and search for engagement (or maybe just eng in case someone spelt pourly!
Here's wishing you many Happy Returns
browndj3
Level 1
06-12-2023
10:35 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
While this does let me search for the files, this doesn't give me the granularity I need. I only care about clients that have a completed tax return but do not have the engagement letter.
