ljr
Level 9
a month ago
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@IRonMaN - If you are not swamped and wanted to use the 2-year comparison on a new client you can manually input the info off the prior year hard copy you are reviewing anyway. I might do that if I'm not swamped and I'm feeling very energetic lol
This way when the client presentation prints it does give them a comparison rather than just showing blanks for prior year.