Not a biggie but it would be nice if after updating Taxcycle the “Name Display” format in the Client Manager would retain the setting. Currently it always switches to “First name Surname” on update.
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This minor PITA still exists, Is it tough to change?
Similar item – after every update I have to adjust my screen Zoom factor to 130%
It would be nice to be able to create default settings across the board for all modules so that we wouldn’t have to set them in each module, upon updates, and/or when moving systems. I am thinking about such settings as file naming settings, display zoom settings, default pdf naming settings such things as:
Last name, first name
Zoom settings
Print name setting
I do like that when flip between spouses I stay on the same form. This is a handy improvement.