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How do I adjust the printing and data entry settings in Yearli Desktop?

Views: 1458 Created: 2016-08-04 16:24 Last Updated: 2018-07-09 14:15

SYMPTOM

How do I adjust the printing and data entry settings for Yearli Desktop?

Modifying the way Yearli handles data and printing specifications.

RESOLUTION

Procedure 1 (Accessing printing/data entry options)

  1. Click on the Settings menu.
  2. Click on Printing/Data Entry.
  3. Choose the options you wish to use. Click OK. 
Print W-2 Totals Return: Check this box to automatically print a page that contains the totals of all W-2s.

Print 1099 Totals Return: Check this box to automatically print a page that contains the totals of all 1099s.

Print only the last four digits of the TIN on recipient copies of 1099 & 1095 forms and Journals: Check this box to default masking of the Recipient SSN as XXX-XX-1234 or EIN as XX-XXX1234 on Recipient copies of 1099 and 1095 forms and Journals. 

Open Payers & Recipient screen to the Payer List on program start: Check this box to automatically open the Payers & Recipients List window when starting the program.

Maximize Main Menu: The Main Menu can be displayed in two sizes; either as a small bar at the top of the screen or fully maximized. Check this box to automatically maximize the display upon loading Yearli. 

Auto Place Decimal Point: Check this box to automatically add a decimal point prior to the cents positions. The automatic decimal point is added upon leaving a dollar field when an amount has been entered (two positions from right). When the field is exited after a one-digit entry is made, a zero is added to prior to the entry (e.g. an entry of 1 is displayed as .01). 

Default Data Entry Method: Select to use either Year End or Quarterly data entry.

Navigation Between Fields: Check to use either the Enter key or the Tab key to move between data entry fields in the software.

APPLIES TO

  • Yearli 2014 - Current 

HB159