The AFR import screen seems to be forgetting previously imported slips, and I’m having trouble figuring out why.
For instance, this is a selection of the AFR screen that is coming up when I click on the data/AFR function:
The slips that are registering as new (highlighted) are not in fact new - I’m using the previously downloaded data, and all of the slips have already been imported into the file. When I exit the AFR screen and navigate to the slips, they do have the AFR data column filled in as well so the initial import of the slips was successful.
To test that it wasn’t just a one off, or some issue caused by the preparer’s process, I went through and assigned all of the slips again and re-imported. I then immediately went back to the AFR screen and used the previously downloaded data again, and these same slips are showing as new. It is my understanding that the starred and bolded slips in AFR windows should only indicate new information, or perhaps slips that were downloaded but not imported. Do I have that wrong?
This is the third return I’ve reviewed today where this has been occurring… the only thing consistent between them seems to be their complexity (i.e. all have >50 slips importing).
I re-enter the AFR screen quite often as part of my file review process - either if I’m doubting that the slips have been properly reconciled by the preparer, or if there are a high number of T3 slips and I want to re-download and verify that nothing new has been posted since the file was prepared, so this has definitely slowed down my reviews.
I’m not sure if this issue is new or if I just wasn’t understanding/noticing it before, but in any case I’m wondering if I’m missing something/if others are experiencing this?