Knowledge Base > Best Practices > Integrating Lacerte Statuses with Projects

in Best Practices Tags: ProjectsLacerte

The Lacerte Integration Tool allows the status of a return in Lacerte to be directly available in the corresponding project in Practice Management Workspace for reference purposes. It is best practices that you add your Lacerte Status descriptions into the Project Assignments of PM Workspace so that you will be able to seamlessly see both the current assignment of your project as well as what status the return holds in Lacerte. SETUP>PROJECTS>PROJECTS ASSIGNMENTS>LACERTE allows you to enter your statues from Lacerte, you will also need to enter the corresponding number. These statues do not need to be used within a project to be displayed.