Wiki source code of Preparer Functions

Version 1.1 by christie w on 2023/02/01 16:02
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1 **Add and Remove Columns / Rows**
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3 *
4 ** Select **"Edit"** menu and choose to Insert Column
5 ** Select **"Edit"** menu and choose to Insert Row
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7 [[image:https://www.aatrix.com/files/2114/2308/5219/CA_Preparer_Functions_01.png||alt="Learn more about the Preparer's functions."]]
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9 * Right-click and choose to **Remove Row**
10 * Right-click and choose to **Insert Row**
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12 [[image:https://www.aatrix.com/files/2714/2308/5220/CA_Preparer_Functions_02.png||alt="Learn more about the Preparer's functions."]]
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14
15 **Assigning Box Numbers and Linking a Province to a Column**
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17 *
18 ** After inserting a column, there will be a new yellow column that is unassigned.
19 ** Choose the drop down menu to assign the column to a box.
20 ** Once a box is selected, you will be prompted to assign the column to a **Province**
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22 **Adding a Province**
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24 *
25 ** Right-click on column that does not have an assigned province, choose to assign a **Province**
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27 [[image:https://www.aatrix.com/files/8014/2308/5221/CA_Preparer_Functions_03.png||alt="Learn more about the Preparer's functions."]]
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29 *
30 ** Choose a **Province** from the drop down menu.
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32 [[image:https://www.aatrix.com/files/3414/2308/5222/CA_Preparer_Functions_04.png||alt="Learn more about the Preparer's functions."]]
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34 **Column Totals**
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36 *
37 ** Column Totals will display at the top of each column.
38 ** 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.
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40 [[image:https://www.aatrix.com/files/8414/2308/5223/CA_Preparer_Functions_05.png||alt="Learn more about the Preparer's functions."]]
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42 **Sorting Rows**
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44 *
45 ** Right-click on the column you wish to sort your employees by and choose to sort.
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47 [[image:https://www.aatrix.com/files/9214/2308/5224/CA_Preparer_Functions_06.png||alt="Learn more about the Preparer's functions."]]
48
49 **Company Information**
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51 *
52 ** 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.
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54 [[image:https://www.aatrix.com/files/5514/2308/5225/CA_Preparer_Functions_07.png||alt="Learn more about the Preparer's functions."]]