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Home   Help for Accountants   Archive: Lacerte - General Forum  
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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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Viewed by asker 11/15/09 11:42am PST

Organizers and "organizer type" from Screen 3

In the 2006 program, in Screen 3, I coded around 4 or 5 clients to have a paper "condensed organizer," and everyone else to have the "complete organizer."I assumed (naively?) that this coding would mean that if I printed a large group of organizers at once, and hit the button for "print complete organizers on the highlighted clients," it would print the type of organizer specified in Screen 3 -- so that those few whom I wanted to get condensed organizers, would get condensed organizers.But what actually happened was that they ALL got complete organizers.What is the significance of the Screen 3 input, if it won't override a large group you're printing at once? Is Screen 3 valid only to create a handy group so you can then highlight that group and hit the button for "print condensed organizers"?Another strange thing is that when I created a filter for "condensed organizer clients" and for "complete organizer clients," some of the clients who should have appeared on one or the other list, appeared nowhere. Many others did appear on the list. It's almost as though the filter is worthless, and/or the Screen 3 input is worthless.Well, maybe it'll get better next year. Or does someone know anything I'm doing wrong?Sincerely,Amy

Back up before it's too late. For a professional answer, call Tech Support at 1-800-933-9999 (Lacerte)(other numbers ProSeries, QB, or TurboTax). I am a volunteer, not compensated or supported by Intuit.
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12/08/07 11:00pm PST

Two things at play here. First, the org type field is simply a filter designation and has no control over printing. It was designed to allow you to designate which type, filter, select (F3), then print. Secondly, if clients with the designation are not showing up in the correct filter, they have not been processed (Forms tab) since that designation was entered. Highlight those clients, then select "Update Client Database" on the Client Menu. This will correct that issue. Hope this helps.

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Even though we sent about 100 e-organizers out and got confirmations of successful transmissions, when you view by e-org clients, the E-Org Sent column says Not Sent. The Received column is working. Did I miss a step in sending these out that would trigger the status showing Sent?

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No you didn't miss anything. The columns are for the curent year software. Meaning - sent will be in 2006 and received is in 2007. So, you will see "sent" in 2007 after you send them for next year.....(explains the column order a little I guess).

Bill

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