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How do I change the data entry method in Yearli?

Views: 1904 Created: 2016-07-21 15:22 Last Updated: 2018-07-09 12:18

SYMPTOM

How to change the Data Entry Method in the Yearli program.

RESOLUTION

Procedure 1 (Changing the default Data Entry Method)

Note: This will not make changes to current payers. To change the Data Entry Method of an existing payer, go to Procedure 2.

  1. Click the Settings menu.
  2. Choose Printing/Data Entry.
  3. Under Default Data Entry Method, choose Year End Data Entry or Quarterly Data Entry, based on your filing needs.
  4. Click OK.

Procedure 2 (Changing the Data Entry Method of an existing payer)

Note: Please backup your data before changing the Data Entry Method of a payer. For steps on how to backup your data, please see the How do I backup my Yearli data? article.

  1. Click the Payer List button.
  2. Choose the payer.
  3. Click the Change Data Entry Method button.
  4. Click Choose Year-End or Choose Quarterly.

APPLIES TO

  • Yearli 2014 - Current



HB161