Efile exceptions, ready to Print, ready for efile, etc

Technical question, How do you monitor the files? The Client Explorer has a group of sixteen people that it claims are " Ready for EFile"  but they have been filed, it says 'accepted'  under the Save box.  Under "Efile exception" I get one person who HAS been efiled and is accepted; while another file that was not accepted because of an error with the Postal Code, was NOT showing up as an exception. I found that one by chance.  Under "Ready to Print" No clients show up at all???    If I use "Save AS" instead of save, a few of the previously filed fall off the list, but are still there. Either I'm doing something  wrong or this is the worst monitoring system I've ever seen. Any suggestions would be appreciated. Thanks 

Answer

Hi Contact,


I am sorry to hear you are experencing this. It sounds like a corrupt database as the files are not refelcting the actual file status of the files. Please follow the steps starting at "If using Client Explorer:" in this article (https://profile-en.community.intuit.ca/articles/1624383-files-are-being-excluded-or-incorrectly-disp... )to resolve this issue. after the database has been cleared. A reindex of the database will refect the actual file statuses of the files.

If you find this happening often, please call in so we can further investigate. thank you and have a great weekend.

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