General Utilities

Editor

Editor See Using the Editor for a more detailed description of the editor. An editor is provided with the program to create, edit, and save documents such as letters, invoices and filing instructions…

Jake Forster
Updated 1 year ago by Jake Forster

How to delete an employee

Be sure to backup all client data before permanently deleting employees. To delete an employee or employees follow the steps below: From the Client List select the Client you would like to work on. F…

Christopher H
Updated 2 months ago by Christopher H

Label/Envelope Maker

Label/Envelope Maker This module prints four-line mailing addresses on labels, envelopes, or slipsheets. A list of label descriptions is displayed from one of four user chosen categories. The content…

Jake Forster
Updated 1 year ago by Jake Forster

Preparer/Representative Database

Preparer and Representative Database This database is accessible from and used in several forms that require preparer or representative information by choosing the menu selection "Rep Data" or "Prep…

Jake Forster
Updated 1 year ago by Jake Forster

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