Janet Lauzon
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Activity overview
Latest activity by Janet Lauzon-
Janet Lauzon created a post,
Bulk Add Jurisdiction(s) to existing jobs
Bulk Add or Import function to add specific state or local jurisdiction(s) to existing tax return jobs. Multi-state/office firms have a different state or local jurisdiction requirement for many ta...
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Janet Lauzon created a post,
Job Transfer Between Services
CompletedJob Transfer option to move a batch of jobs between Services instead of deleting each job from a service and adding same batch of jobs to another service if there is no time, expenses, or WIP attac...
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Janet Lauzon created a post,
Bulk Edit Existing Job with revised Job Templates
CompletedA bulk edit option to select & update existing Jobs with related job template revisions instead of having to create new jobs from the revised job template. If revising existing jobs via job templat...