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ProDoc Software Manual
Locating Charge Descriptions
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Use the scroll bar at the right side of the window to scroll through the list.
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Click on the top entry of the window, Receipts, and type the first letter of the description you
wish to locate. Each letter you enter will move the highlight through the list to the next
description beginning with the letter. When it reaches the end, it will start again at the first
matching description.
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Enter a search word or phrase in the blank field above the Description column and click Find.
The first description title that contains the word or phrase will be highlighted. Each time you
click Find, the next matching charge item will be highlighted, and the highlight will continue
through the list of matches, then start again at the first match. If no matches exist, a window will
appear to tell you this.
NOTE:
Searches and keystroke moves start from the point at which the cursor is
positioned. If you want to search from the beginning, you should place the cursor
at the top of the Description list.
Entering Charges
This is a general overview of the steps to enter charges. For specific help on various types of
charge entries, click the Help button on each charge entry screen.
To enter data on the Charges Form, perform the following steps:
1. Double-click a charge description, right click a description and select New Charge Item, or click
a description once and click the New button on the toolbar.
2. A window appears, titled with the description you chose. It will display the entry fields
appropriate for the charge item. When the cursor is placed in a field, a message appears with
explanatory information regarding the information that should be entered.
3. Complete the displayed fields for the charge item. These will vary according to the type of charge
you are entering.
4. In the Description field, enter a complete description of the charge item.
5. In the Comment section, enter any relevant information which might aid in identifying the
charge item.
6. Enter the Date of Receipt for each entry in mm/dd/yyyy format or click the calendar icon
use a Select a Date 263 that makes it easy to add a date.
to
7. In the Amount section, enter the amount of the received payment. The program will convert
whole dollar entries to currency format for you.
8. For Gains on Sales (Schedule B) assets, use the Sale Price, Carry Value, and Gain fields to
compute the net value received on the sale.
9. For Net Income From Trade or Business, use the fields for the Name of Business and, in
another Business Transactions window, use the fields for Description of the transaction,
Comment, Date of Transaction, and Amount.
10. When you are finished, either click the Add Another button to enter another charge item in the
same category or click the OK button to return to the Charges Form. The descriptions and
amounts will be listed here.
11. You may edit an entry by double-clicking it, or right-clicking an asset entry and clicking Update
Charges, or by clicking it and clicking the Update button on the toolbar.
12. You may delete an entry by highlighting it and clicking the Delete button on the toolbar, or
right-clicking a charge entry and clicking Delete Charges.