User's Manual - Drake Software

Software Setup
Drake Software User’s Manual
4. In the fields of the Add Entry section (Figure 2-11 on page 36), enter a Code
(eight or fewer characters) and a Description (25 or fewer characters).
Figure 2-11: Enter code and description in the Add Entry fields.
5. Click Add.
6. Repeat the previous two steps for additional drop list items. When added, items
are displayed in the Entry List on the left side of the dialog box (Figure 2-12).
Figure 2-12: Entry list of Edit Entries dialog box
7. Click Save Changes to close the Edit Entries dialog box.
Click Exit to return to the Administrative Options tab. The drop list is now available
in data entry.
The Edit Entries dialog box also offers the following options:
• Changing the order of a listed item — Use the Move Up, Move Down, Sort
Ascending, and Sort Descending buttons to change the order of items in the drop
list. (See Figure 2-12.)
• Removing a listed item — Select an item and click Remove. (See Figure 2-12.)
• Editing a listed item — Double-click an item. The Selected Entry box (see
Figure 2-11) is activated with the item properties. Make changes and click Save.
NOTE
You can also create drop lists for the Adjustments and Payments field
of the BILL screen.
When viewing a customized drop list in data entry, click F1 to see the
item descriptions.
36 Tax Year 2012