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rolling forward the basis activity each year

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rolling forward the basis activity each year

Kimberley

Basis tracking is becoming more and more vital.  It would be nice to have the historical information we've recorded in Lacerte roll forward and be visible in the current year in a manner similar to how the invoice screen does.  In the invoice screen, you can see the amounts of the invoices for each year.  Although basis tracking does involve a great deal more information, having it available in the current year would be very advantageous.

Thanks for the idea to roll forward basis activity each year (like the invoice screen). We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
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1 Comment
IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea to roll forward basis activity each year (like the invoice screen). We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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