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Organizer issues under investigation

Admin Al
Community Manager
Community Manager

Update is now available to correct some of these issues listed.  Below are issues we are currently tracking for the Lacerte Organizer.   Subscribe to this post to be notified of any updates by clicking on the gear icon in the top right corner and choosing Subscribe.

 

Organizer Error - "The Selected Client [Client Number] Does Not Have Any Data to Print" when Letter Includes Border

UPDATE:  Corrected on the 12/10/2020 update which is now available.

This can impact the Client Letter, Engagement Letter, Cover Page, or Title Page. When printing either complete or condensed organizer the error message "The selected client #### does not have any data to print" comes up when the client letter is set to include the border.

Workaround: Within the Organizer, edit the letter to turn off the border. Tools -> Letter Settings -> uncheck "print border"

 

Organizer - " The Selected Client [Client Number] Does Not Have Any Data to Print" when adding a bitmap

UPDATE:  Corrected on the 12/10/2020 update which is now available.

This unexpected behavior has been reported to development for further review. Status updates will be provided here.

Workaround: Remove Bitmap image from the client letter.

 

Condensed Organizer - " The Selected Client [Client Number] Does Not Have Any Data to Print" when client has an appointment in Jan-Sept

UPDATE:  Corrected on the 12/10/2020 update which is now available.

The issue with the Condensed Organizer encounter an error printing when the Appointment for 2021 is in Jan-Sept is still open with our developers. Status updates will be provided here.

Workaround: Use the Complete Organizer.

 

Organizer - Some Fonts Not Saving For Organizer Client Letter

UPDATE:  Corrected on the 1/07/2021 update which is now available.

This unexpected behavior has been reported to development for further review. Status updates will be provided here.

Workaround:  None at this time.

 

Organizer Putting Incorrect Amount for Value of all IRAs at 12/31/20

UPDATE:  Corrected on the 12/10/2020 update which is now available.

This unexpected behavior has been reported to development for further review. Status updates will be provided here.

Workaround: None at this time.

 

Organizer Questionnaire Spacing is Off When Using Bold/Underlined Text

UPDATE:  Corrected on the 1/07/2021 update which is now available.

This unexpected behavior has been reported to development for further review. Status updates will be provided here.

Workaround: None at this time.

 

Organizer Columns Are Shifted To The Left, Causing Items To Print In Weird Places.

UPDATE:  Corrected on the 12/10/2020 update which is now available.

This unexpected behavior has been reported to development for further review. Status updates will be provided here.

Workaround: None at this time.

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1 Solution

Accepted Solutions
IntuitAustin
Intuit Alumni

The following issues will be fixed in the update of Lacerte on January 7th, 2021:

  • Organizer Spacing issues while using bold/underlined text
  • Organizer formatting issues caused by the 12/10/2020 update
  • Organizer spacing indentations do not work
  • Organizer fonts not saving correctly

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

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Admin Al
Community Manager
Community Manager

For more Lacerte News and Updates, click here.

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Admin Al
Community Manager
Community Manager

An update is scheduled for today, 12/10/2020, to correct the following issues:

  • Organizer Error - "The Selected Client [Client Number] Does Not Have Any Data to Print" when Letter Includes Border
  • Organizer - " The Selected Client [Client Number] Does Not Have Any Data to Print" when adding a bitmap
  • Condensed Organizer - " The Selected Client [Client Number] Does Not Have Any Data to Print" when client has an appointment in Jan-Sept
  • Organizer Columns Are Shifted To The Left, Causing Items To Print In Weird Places.

We will post here once the update is available.  Thank you!

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Admin Al
Community Manager
Community Manager

Update is now available to correct the following issues:

  • Organizer Error - "The Selected Client [Client Number] Does Not Have Any Data to Print" when Letter Includes Border
  • Organizer - " The Selected Client [Client Number] Does Not Have Any Data to Print" when adding a bitmap
  • Condensed Organizer - " The Selected Client [Client Number] Does Not Have Any Data to Print" when client has an appointment in Jan-Sept
  • Organizer Columns Are Shifted To The Left, Causing Items To Print In Weird Places.
IntuitAustin
Intuit Alumni

The following issues will be fixed in the update of Lacerte on January 7th, 2021:

  • Organizer Spacing issues while using bold/underlined text
  • Organizer formatting issues caused by the 12/10/2020 update
  • Organizer spacing indentations do not work
  • Organizer fonts not saving correctly

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

View solution in original post