Re: Is it possible to TB link Grouping or Subgroupings?
I will check with a couple of other resources on this Todd. Thanks for the screenshots!
View ArticleRe: Is it possible to TB link Grouping or Subgroupings?
Great, thanks a lot for your help, Stephanie
View ArticleRe: PDFLyer Tickmarks
Raechel, I just wanted to stop by and let you know that this discussion is featured in our new blog series, Community Content Spotlight. Thanks for reaching out! Best,Brendan KoralSocial Media...
View ArticleAuto book depreciation
We have an auto entered on DP-1 and subject to (tax) limitations using DP-3. We have also used DP-2 to take straight line depreciation for book purposes. The book depreciation is also being limited....
View ArticleRe: Auto book depreciation
The auto limit is applied to book depreciation when the asset is designated as an auto in the Tax system. If the auto limit is not desired, the book depreciation can be overridden on DP2, Box 107...
View ArticleRe: PPC Transition
We now have a separate User Group for Knowledge Coach with helpful videos, documents, and other resources. Please let me know if you would like to join, or click the link below to request to join:...
View ArticleRe: PPC Transition
We started using Knowledge Coach in August of last year. It has been a huge transition but as we get more familiar with the work papers and are agreeing as a firm on how to answer the questions it has...
View ArticleKnowledge Coach - EBP Disclosure Checklist
What are other firms doing regarding the disclosure checklist? The general checklist seems to be overkill and most answers are "not present". If you say "item present" to receivables - you have 6...
View ArticleRe: Knowledge Coach - EBP Disclosure Checklist
Hello Nikki: I have a couple of notes and suggestions: 1. If the answer is N/A to the sub question, you may want to mark the item N/A. 2. If there are a few items that are applicable, you may want to...
View ArticleTB Link
Hi, I am looking to create a TB link that could summarize all account with a common last 4 digits. For example, I have few accounts that end on .1809 and want to TB link to the sum of these accounts....
View ArticleRe: TB Link
Avital, There is a way to create a TBLink that has a “range” of account numbers (for example, 1100-1199). However, there’s no TBLink functionality that can selectively sum accounts based on the last...
View ArticleWe are a small tax firm with about 5 employees. Can you recommend a program...
Trying to minimize double and triple entry of phone numbers and addresses.Also trying to better monitor client tax due dates so that we are aware jobs need to be worked on and not run out of time.
View ArticleRe: We are a small tax firm with about 5 employees. Can you recommend a...
Hi Gary, Thanks for reaching out. We have a number of solutions to manage due dates, but it really depends on the specific needs of your firm. We’d be happy to put you in touch with our account group...
View ArticleSynchronization in the Field
We are a regional firm that has recently adopted Prosystems Engagement and the KBA methodology. We are experiencing issues synchronizing in the field and are currently using hubs and are still...
View ArticleRe: Synchronization in the Field
We are having the same problem. It seems without having an IT person onsite our auditors have lots of trouble. We often try to use our VPN connection and sync to the office but this is unreliable...
View ArticleTrial Balance Report
I have created a Trial Balance Detail report already. I entered unadjusted figures and have subsequently entered many journal entries; some of which are to the same account. When I go to print the...
View ArticleChanging from Prosystem FX Practice to Practice Management?
Has anyone changed from Prosystem FX Practice to Practice Management? If so was the transition easy. What are the benefits?Thanks!
View ArticleRe: Issues Syncing over VPN
Did you ever find a resolve to this? We are using 3.1.04066 and are still experiencing the issue.
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