Batch Input

Add a client and return to the Clients tab. Print a blank input sheet for Screen 3.1, Miscellaneous Information/Direct Deposit. On the input sheet, write "1" in Daytime Phone (Code 26) to force the printing of the daytime phone number and write the name of a bank in Name of Bank (Code 19). Once you have entered this information on the input sheet, open the sample client, switch to Batch input, and enter the applicable information in Screen 3, Miscellaneous Information/Direct Deposit. Switch to Interactive and review the input.

The input should be as follows (from the input sheet):

Program Considerations

Input sheets are designed to resemble the Interactive input screens. You can reference codes from Interactive input by accessing the Context Sensitive Help [F1].

To print blank input sheets:

1. On the Print menu, click Input Sheets.



2. Click the Blank input sheets tab.



3. Click the US folder.




Note: If you check the box next to US, then all federal input sheets will be selected. To deselect all input sheets, uncheck the box.

4. Check the box for 3.1 Miscellaneous Info .




5. Click Print .

To switch to Batch input:

1. Open the sample client.
2. On the Detail menu, click Switch to Batch.
   
   

To switch back to Interactive input:

1. On the Detail menu, click Switch to Interactive.
   
   

Tips & Shortcuts

You can switch input methods by pressing [Ctrl]+[W] .

Troubleshooting

Problem: I can't switch input methods.

Solution: You must be at the Detail tab to select an input method.

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