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Administration reference

You can perform administrative tasks by selecting Administration in the Tax Provision menu. Administration pages have various grid options available including
Add
,
Delete
,
Import
,
Export
, as well as sorting and filtering data.
1
Use
Administration
in the Tax Provision menu to access your system categories.
2
Use the Administration list to set up and maintain system categories.
3
Use the Administration ribbon to
Add
,
Delete
,
Import
,
Export
, and use the Grid Options to change how the data appears in the grid.
4
Use
Groups
to group your data into a new order by dragging columns to this section of the page.
5
Use the grid to access your data, review dataset information, select actions, and select units. See Grid Options for more information about the grid.