What am I doing incorrectly? I’m new to TaxCycle this year.
I scanned a bunch (read over 60) of medical receipt, put the date as 2016/12/31 in DoxCycle, and posted.
TaxCycle populate the name and amount, but leaves the date blank with a memo to the effect that it’s unable to post the date to that field, but also a warning that the date is required. Needless to day, deleting 60+ memos, plus inputting 60+ date that are all the same (somehow, wouldn’t even let me copy paste it) was a pain in the a**, but if that’s the way the software works, I’d rather learn it sooner than later and change our workflow for medical to good ol’ manual process.
See attached screen shot of one given receipt from both the DoxCycle and TaxCycle side. Again, what did I do wrong?