You can add one custom column to your Delivered Returns Report. In this example I will be using different Office Locations.
Common Custom Columns
- Office Location
- E-File Status
Using Custom Columns
- Open "Settings"
- Click "Edit Column"
- Enter the "Name" of the Column i.e Office Location
- Click "Add" to start adding values
- Enter "Values." i.e. City name
- Click "Add"
- Got to Reports and "Delivered Returns"
- You will see the "Office Location" column
- Check the box next to the return you want to edit
- Click "Change Office Location"
- When opened, you will see a Drop Down of all your Values to choose from
- Select an option
- Click "Save"
- Once saved, you will see your change made in the "Office Location Column"
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