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I have a couple of preparers that work in my program. How do I create a homebase view for each of them with only their clients in them?

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Level 1

I am using Proseries Professional. I did it last year and can't figure out how I did it. LOL

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Level 11

If they are the signing preparers you can open a preparer column. I dont know if you can limit it, though.

** I'm still a champion... of the world! Even without The Lounge.

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Level 11

If they are the signing preparers you can open a preparer column. I dont know if you can limit it, though.

** I'm still a champion... of the world! Even without The Lounge.

View solution in original post

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