Filter reports for a specific partner
Log in to HandiTax.
Go to Report, Client Expression.
On the Client Expression window, click New.
Give your expression a Name and in the Expression field type in the following:
PartnerRef@Clients = "JOEBLOGGS"
Note: JOEBLOGGS will need to be replaced with the partner's name that you are filtering for.
Click Save.
You can then select this filter when running or requesting reports.
Note: The partner's name that you enter into the filter needs to match the name in HandiSoft exactly. If it's at all different, the filter won't pick up any results.