Are we no longer able to edit letters? I have edited the letters in the template editor to suit my preferences, but sometimes I like to edit the individual letter before I print it for my client in the program, depending on the individual client and the specific situation - once I do, a line always appears to indicate that it has been edited and if I make any changes to the return, they don’t flow through, but I can always revert back to the original (and lose my changes). Have we lost this option!?! This was super valuable to me ![]()
On occasion I would edit the Client Invoice or Joint Invoice on a client by client basis as I was completing the return to provide some additional text or information but somehow the ability to do that seems to have been lost this year too.
Shoot; I would do that too sometimes, hadn’t come across that yet to realize.
I really don’t like this change. Hopefully they will revert it back to how it was!
Just noticed it now. Please revert.
Still works just need to set options.
Just seems to be so cumbersome to do it via options now. I liked the old way…
It still works just like the old way, just the warning banner is more obvious, and you have to set your options. This all to prevent the illiterate or those asleep behind the wheel to shoot themselves in the foot
Amazing - thank you for sharing!!
Ugh! I just noticed this too after banging on my cursor countless times and nothing happening. This is annoying!
Much better overall setup now once you set your options.
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