User's Manual - Drake Software

Drake Software User’s Manual
Software Setup
3. In the Edit Macro pane, construct a simple formula or words and operators that
will enter the data you choose. Symbols for non-character shortcuts are listed in
Table 2-13.
4. Click Save.
For instance, if you wanted to create and use an address macro for 1234 Peachtree
Street, Atlanta, GA 30331, Fulton County, using keys ATL+L for your macro:
1. From the Drake Home window, go to Setup > Macros.
2. In the Setup Macros window, double click an empty Data line line.
3. In the Edit Macro window, enter 1234 Peachtree Street>>
Atlanta>Ga>30331>Fulton>>GA
4. Click Save.
5. Go to screen 1 in Drake.
6. Click in the Street address field and press ALT+L.
The macro enters 1234 Peachtree Street for the Street address line,
jumps the Apt # field and enters Atlanta in the City field, enters GA in the State
field, enters 30331 in the ZIP code, enters Fulton in the County field, then
jumps ahead two fields and enters GA in the Resident State field.
TIP
If a single macro is to allow data entry in multiple fields, use heads-down mode
and right angle brackets (>) to jump to a field.
Example: The macro EF>#25>X>#~ would open the EF screen (EF>), toggle
heads-down data entry mode to ON (#), enter field 25 (25>), select the box to
Suppress Federal/State EF and all Bank Products (X), toggle heads-down
mode to OFF (#), and save the data and escape the EF screen (~).
“Recording”
Macros
New for 2012: Click the Record button on the Edit Macro window and you can use
key strokes to enter certain macro operators. For instance, click Record and:
• The ENTER key or the TAB key inserts the “field forward” (>) operator.
• SHIFT+ENTER or SHIFT+TAB inserts the “field back” () symbol is inserted in front of the selected data in a macro, the
program jumps ahead one field from the active field before inserting the data. If inserted after the
selected data, the program inserts the data first, and then moves the cursor forward a field.
Tax Year 2012 39