11525: Form Description Missing in the Bill and/or Summary

If there are lines not showing descriptions on the bill or bill summary, you will have to provide a form name in the pricing file.

First identify the form number. Point to each document (Basic view) or document name (Enhanced view). A tooltip appears that identifies the form code (1), name (2), description (3), and number (4). Note the form numbers of all forms that lack a form name.

1. Go to Setup > Pricing to display the Pricing Setup screen.
2. Select the Return Type.
3. Scroll down until you find the form Number that was previously identified as lacking a form name.
4. Type the name of the form in the Form Name field, as you expect to see it on the Bill.
5. Exit to save the changes. 
6. Now view the bill again. The bill will now identify the form name you supplied.

In Drake22 and prior, you will:

1. On Setup > Pricing, locate the form in the list and double-click to edit the form details.
2. Enter the Form Name.
3. Click Update.
4. Then Save. 

Note: The list on the Pricing Setup screen can be sorted by clicking the column headers.