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: - 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.