Preparer Functions

Add and Remove Columns / Rows

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  • Select "Edit" menu and choose to Insert Column
  • Select "Edit" menu and choose to Insert Row

• Right-click and choose to Remove Row
• Right-click and choose to Insert Row

Assigning Box Numbers and Linking a Province to a Column

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  • After inserting a column, there will be a new yellow column that is unassigned.
  • Choose the drop down menu to assign the column to a box.
  • Once a box is selected, you will be prompted to assign the column to a Province

Adding a Province

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  • Right-click on column that does not have an assigned province, choose to assign a Province

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  • Choose a Province from the drop down menu.

Column Totals

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  • Column Totals will display at the top of each column. 
  • Column Totals can also be checked by highlighting the column; Located in bottom left corner of the Preparer it will display the total number of entries and the total of all amounts. 

Sorting Rows

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  • Right-click on the column you wish to sort your employees by and choose to sort.

Company Information

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  • To change any company information go to the "Edit" menu and choose "Company Info". This will open the company setup to change the company information.