The selected client switches to a different engagement when entering time in CCH® ProSystem fx® Practice Management v2017.17.01.

Version 2017.17.01 of CCH® ProSystem fx® Practice Management has an issue in Time Entry for some workstations. When a client has multiple engagements sharing the same client sort name, looking up the client by sort name may result in a different engagement being populated in the client lookup field.

Example: You select engagement 500, but when moving to the next field, engagement 100 displays in the client lookup field.

To resolve the issue, upgrade Practice Management to the latest version. See our article for instructions on how to upgrade Practice Management to the latest version.

 
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