Drake Software Evaluation Guide

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1 4 | N a v i g a t i n g t h e P r o g r a m 2 0 0 8 D R A K E S O F T W A R EFigure 3: Home WindowNAVIGATING DRAKETo navigate Drake, choose the method that is most comfortable for you. You can access Drakescreens using your mouse, keyboard, and toolbar. Drake also offers several shortcut keys to makenavigation quicker and easier.MOUSE• Left mouse button — Move the pointer over an item and click the left mouse button toselect that item.• Right mouse button — During data entry, place the pointer in any gray area and right-clickto display a menu of common program functions. Right-click in a specific data entry fieldto cut, copy, paste, or view help for that field, or add a worksheet where applicable.• Speed buttons — For a description of a speed button, place your pointer over the buttonand see a pop-up box with a description.Drake Software Evaluation GuideCopyrighted Material
2 0 0 8 D R A K E S O F T W A R E N a v i g a t i n g t h e P r o g r a m | 1 5KEYBOARDManeuver through the Drake program with the computer keyboard. A variety of specialty keysmakes the job easier.Shortcut keys — These keys allow you to move through the menus and select options quickly.Press ALT to display the underlined shortcut key for each option on the menu bar. Theunderlined letter for each option is the shortcut key. For example, to open a return with thekeyboard, press ALT, F (for “file”), and O (for “open”). Press ENTER.Hot keys — Similar to shortcut keys, hot keys perform various actions with simple keystrokes.In Drake Software, right-click to display a list of hot keys available for that screen. Forexample, to calculate the return while in screen 1, press CTRL + C. To view the return, pressCTRL + V. For a list of Home window and data-entry hot keys, see “Hot Keys” on page 39.Macros — Use a macro to enter frequently-used data entry items with just a couple ofkeystrokes. To set up your own macros, go to Setup > Macros.TOOLBARThe speed buttons located under the menu bar are shortcut keys that can be used to maneuverthrough the program quickly. Different areas of the program are associated with specific speedbuttons. For a description of a speed button, place your pointer over the button and see apop-up box with a description. See Figure 4 below.Figure 4: Speed buttons for the Home window• OPEN/NEW opens an existing returnor begins a new return.• CALCULATE opens the Batch Calculationwindow.• PRINT opens the Return Selector toprint returns.• VIEW opens the Return Selector toview returns.• SUPPORT takes you to Support.Drakesoftware.com.• HELP takes you to the Drake Helpsystem.• RESEARCH opens the RIA Checkpointtax research Web site.• CSM opens the Client Status Manager.• SCHEDULER opens the AppointmentScheduler.• EXIT closes the software.Copyrighted MaterialDrake Software Evaluation Guide
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