Organizer Input
PrerequisitesYou should be familiar with or have completed the Adding Clients and Interactive Input exercises. ObjectiveIn this exercise, you will view the Organizer Input to see how the screens relate to the Organizer pages. FactsAdd a client and open Screen 3.1, Miscellaneous Information/Direct Deposit. Note the descriptive layout of the screen. Enter "ABC Bank" for the name of a bank in the Direct Deposit section. Open Screen 3.1, Miscellaneous Information/Direct Deposit from the Organizer Input and contrast the two screens. |
LESSONS
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Program Considerations
The Organizer Input is designed to resemble the Organizer pages and facilitate data entry from the Lacerte Organizer. Therefore, input screens accessed through Organizer Input do not contain all the input fields that you see in the Interactive Input method.
How?
To use Organizer Input:
- Open the sample client.
- On the Detail menu, click Organizer Input.
- Select Screen 3.1, Miscellaneous Information/Direct Deposit from the Contents tab.
To switch back to Interactive input:
- On the Detail menu, click Interactive Input.
Tips & Shortcuts
You can press [Ctrl]+[N] to switch between the Organizer Input and Interactive Input.
Troubleshooting
Problem: I can't access the Organizer Input.
Solution: This feature is only available from within the Interactive Input method.
