How would I run a selection on custom fields within the client manager?
I’d also like to know if this is possible. Or if there is some kind of report you can generate based on custom fields.
I never received a reply to my question.
If this is important to you, I would suggest calling TaxCycle Support and making a request to the support personnel there. I have found them to be a font of information.
You can report on any fields in TaxCycle using the “Batch->Calculate” feature in the Client Manager.
Export the results to Excel for review.
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This is exactly what I needed to hear!
Unfortunately, this is limited to only 5 items. I need something more robust being able to spit out a CSV with client info in multiple fields.
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Yes, I agree. It would help if the batch calculate allowed more fields as part of the export.