Does anyone know if it's possible to have sections that are tickbox so that you can tick it for example if they have given you the paperwork to work on.
So it's easy to print out a letter to all the unticked clients saving time searching?
Hi Eilef
Not sure about the 'ticks' as I dont use access, but you can certainly set parameters so that you can easily see whatever you need. Might need to be date related, although I would be surprised if you couldnt use ticks. Have you tried some of the You Tube guides?
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Joanne
Winner of Bookkeeper of the Year 2015, 2016 & 2017
Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.
You should check out answers with reference to the legal position