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Settings, Options, Settings - Please expand "Status Descriptions" to more than 20.

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Settings, Options, Settings - Please expand "Status Descriptions" to more than 20.

Dale1

It would be very helpful if you would Please expand "Status Descriptions" to more than 20.

Status: New
Vote now if this is a good idea
7 Comments
roz2
Level 3

Yes, please.  It is beneficial for admin staff to have more statuses to indicate progress because we do not have a notes section on the all clients screen.

MM3
Returning Member

I second that. If the software development department could and another 20 status slots, it would be a huge help in tracking the status of a return. Fifteen years ago, 20 statuses was enough, but as our firm has continued to grow, we are in need of more.

sjrcpa
Level 15

Could you give some examples of what would be in Status 21-40?

I don't even use 20. I can't imagine what the rest would be. A curious mind wants to know.

Dale1
Level 2

We currently are using all 20 statuses.  Our firm has offices in 6 states.  Some of the states have unique filing issues that other states do not.  Such as Texas, Utah, Arizona, Nevada, Idaho, Colorado.  I have received requests from several of our offices to find a way to expand the number of Statuses.  I have received a number of Kudo's on this suggestion, so there are other offices that also want the number expanded.  I appreciate your review of this request.  Dale

sjrcpa
Level 15

Is Lacerte the only way you keep track of all of your tax returns?

 

Dale1
Level 2

It is the most convenient

roz2
Level 3

Yes, we have other software to track individual assignments for tax returns, however, it is easier to sort on the client screen and see multiple clients at once. 

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