02_Installation Setup.fm - Drake Software Support

Drake Software User’s Manual
Software Setup
Figure 2-8: Locked, Visible, and Hidden screens
• Locked — Menu items with a shaded check mark are not visible or accessible.
• Visible — Menu items with a black check mark are both visible and accessible.
• Hidden — Menu items with no check mark are not visible but can be accessed
using the selector field.
4. Click Save to save any changes or Cancel to close the menu with no changes
saved.
Selections made here do not apply for users with administrative rights.
Customized
Drop Lists
Your firm can create drop lists for the Miscellaneous Codes on screen 1 and the
Adjustment and Payment description fields on the BILL screen. Once you have created
a drop list, it appears in the selected field. In Figure 2-9, a drop list has been created
for Miscellaneous Code 1 and Code 2 on screen 1. As shown in the example,
Code 2 has the user-defined referral codes BUSREF (business reference) and WOM-
REF (word-of-mouth reference).
Figure 2-9: Screen 1 drop lists and user-defined miscellaneous codes
The instructions below explain how to create the drop list like the one in Figure 2-9.
To create a drop list:
1. From the Home window, select Setup > Options and click the Administrative
Options tab.
2. Click the second Customize button (Figure 2-10).
Figure 2-10: Click Customize to customize user-defined data entry fields.
3. In the Customizable Dropdowns in Data Entry dialog box, double-click a field
to customize, or select a field and click Edit. The Edit Entries dialog box is
opened.
Tax Year 2012 35