The Data Navigator comes with a number of features to aid you in completion of clients’ Returns:
Summary provides an instant view of the real-time computation, as it is built through the data entry process.
Search facility allowing you to locate the data entry screen you require.
Hide unused sources providing you with a more refined list.
The up and down arrows take you through each node in the navigator in turn.
The [Tab] key will take you through and [Shift + tab] will take you back up the navigator in turn.
Expanding a list from any parent node:
Clicking the [Return] key expands the list
Double click a parent node expands a list
Option to mark a data entry screen or group of data entry screens as completed or reviewed directly from the navigator.
Right mouse-click the relevant text on the navigator
A list of options appears - click the relevant option
Visual indicators when an area is complete and/or reviewed
There is a completed and reviewed check box at the foot of each data entry screen.
When completed is ticked a red tick will be displayed on the navigator.
When reviewed is ticked a green tick will be displayed.
Ability to open in new tab any chosen data input screen.
Right mouse click on any description.
Choose 'open in new tab' from the options made available.
Right click the Tab itself and chose the option 'Detach' if you wish to view this on a separate screen.
Separate screens will be displayed for each accounting period where relevant.