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    • Created with Sketch. In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
    Created with Sketch. In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
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    re: the pro series program

    shf1957
    Level 7
    ‎03-05-2021 11:35 PM

    Can you add a column showing paid  and the amount or is that not possible? If so how can i do this?

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    2 Comments 2
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎03-06-2021 07:19 AM

    Im not sure, Ive never looked...did you go through the choices in

    Homebase > Add/Edit Customs Views  (you need to be in a standard HB view, not the EFcenter)

    and see if it was one of the choices?


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    Skylane
    Level 11
    Level 11
    ‎03-06-2021 08:39 AM

    Good question. I don’t think so,. I keep a spreadsheet sheet separately to track progress for each client. PS has a lot of functionality but managing a tax practice is not one of their strengths.

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