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u Sort and Find – The client’s data is displayed in columns on the Client
Selection screen. Sort any column by clicking the column header. The
current sort column header will be noted with a s. To sort at multiple
levels, click the Utilities menu and select Custom Sort. Make selections. The Find feature in Client Selection and Management coincides
with the sort selection.
u List Business Codes – Select this option to view the business code list.
Business codes are used on Schedule C and Schedule F. To access this
function click the Workbench menu and select List Business Codes.
u Date Auto-fill – On a date field, you may press the letter T to fill in the
current date. Or, if only the month and day (MMDD) are entered in a date
field, the program will assume the current year and fill it in accordingly.
u Dragging – An alternative to scrolling on a form is to drag the form. Drag
by moving the mouse while depressing the left mouse button or mouse
wheel control. Dragging is convenient while viewing the Input and Output
panes.
u Renumber Multiples – To renumber a multiple, select the form or
schedule. Click the drop down box at the top of the form and select
<Delete/Rename>.
Tag form and click Delete
to delete form.
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Tag the multiple you want to delete, and click Delete. Verify the
information, if prompted, and click Yes. Click Yes to compress the
remaining input forms. Clicking No will delete the information on the
form, leaving a blank form.