Client not showing up on partner reports even though they are allocated to a partner

Question

We are having an issue with some clients allocated to a partner in the firm in the client database but when we run reports by partner they are not showing up. This includes tax reports. They do not show as allocated to a partner in tax preparation.

I tried ringing the helpline the other day but was passed to 3 different people and then finally disconnected after 40 minutes with no solution.

Regards

Muriel Brough

niceday · Answer

Good Afternoon Muriel,&nbsp;We are sorry to hear the experience you had received.&nbsp;We will pass your details onto a technical support representative who will contact you to investigate your issue further.&nbsp;Thank You

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Client not showing up on partner reports even though they are allocated to a partner

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