Data Navigator
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:
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Clicking the [Return] key expands the list
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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.
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Right mouse-click the relevant text on the navigator
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A list of options appears - click the relevant option
Visual indicators when an area is complete and/or reviewed
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There is a completed and reviewed check box at the foot of each data entry screen.
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When completed is ticked a red tick will be displayed on the navigator.
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When reviewed is ticked a green tick will be displayed.
Ability to open in new tab any chosen data input screen.
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Right mouse click on any description.
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Choose 'open in new tab' from the options made available.
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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.