P/Y Number of Slips

Suggestions
1

One thing I am used to looking at as a reviewer is the number of slips of each kind entered for a client. If they had 5 T5’s last year, I’m hoping to see 5 T5’s this year, etc.

I know there is an “incomplete slips” email we can send to the client which names the specific slips, but it would be great if on the SLIPS worksheet at the top in the summary area there was a column for the number of slips there were last year.

Just a thought :slight_smile:

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2

Have you looked at ISLIP Form?

3

Yes. And we use it. But it would be much easier just to compare two columns of numbers.

4

I’ve noted your suggestion @jglass in our tracker. Thank you for the input.

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