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CCH Software User Documentation

Data Navigator

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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.

 

 

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