Client Invoice Form Charges EXCEL SPREADSHEET PLEASE!

[larrygrussell1]

I've used Client Invoice Form Charges since 2004 and each year I print last year (2022) and pencil in the new charges for 2023 by applying an inflation increase (3% this time) and then keypunching each 2023 form charge into Lacerte.   With federal and 10 states for Individual and adding the PShip, Corp, SCorp and Fiduciary fee schedules, this is a HUGE list of individual forms to update and keypunch.  3 Hours to update 2023 Form Charges.  Totally unnecessary and time wasted.

LACERTE PLEASE let me simply Export to a spreadsheet, apply my inflation percentage, and then Upload the new Form Charges to the Client Invoice Form Charges.

PLEASE.  PRETTY PLEASE. BEGGING.

[Strongsilence-CPA]

Client > Group Select

Print > Database Reports > Status. Choose the billing/receipt or other status item that you need.

This prints a report. I think you can export the report to Excel.

Please let me know if that helps. 

[Strongsilence-CPA]

@larrygrussell1 Have you learned how to do it?

[larrygrussell1]

Here is where I am trying to export to an Excel the "Form Charges":

Settings > Client Invoice > Form Charges   <== Lacerte has a "Print" but not an "Export" button and not an "Import" button.