On the Billing Worksheet, I occasionally have fees that I want to override and not charge some clients. With profile, I would simply override the amount and the line wouldn’t show up on the Invoice. This does not work in TaxCycle, as it then shows the line with the fee left blank. If I delete the row, it wants to re-create it. If I override the entire row, I get a blank row on the invoice.
Is there a way to overcome this issue without having to remove the fee from the Fee schedule in Setup? The only other option I can think of is to record a Discount to remove the fees that I don’t want to charge.
Also, sorting the Fees in the worksheet … the options are Ascending or Descending.
I wish there was an option to restore default sorting, because as soon as they are sorted, the T1 Federal jacket gets moved out of the top position and now I have to manually move it back up.
I much prefer Profile’s billing system over TaxCycle. It will take a while to adjust, or I switch to using Quickbooks for my billing.