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Data entry

Enter common state data

Another control feature you can use is Common State in combination with Column Filter. This gives you the ability to quickly enter common data, such as modifications and income adjustments, for multiple entities. Select your entities as columns or rows and then enter modifications and adjustments for each entity.

Use common state with column filter

  1. Go to
    Data Entry
    .
  2. Select the
    Year
    .
  3. Select
    Common State
    .
  4. For
    Filing Group
    , select from the list or
    None Selected
    .
  5. Select either
    Actual
     (YTD) or
    Forecast
    . Actual is the system default.
  6. In the Rows category, select Entry Items or Entities.
    • If you select
      Entry Items
      , then the Column Filter lists all the available entities.
    • If you select
      Entities
      , then the Column Filter lists all the entry items.
  7. In the
    Column Filter
     category, you can change the way entry items and entities are displayed. Select the items or remove the items you wish to see.
  8. Once you have made your selections, select
    Load
     to see the Data Entry workpaper.
  9. Enter data on the Data Entry workpaper. You can use the
    Copy
     and
    Paste
     commands to copy data from an Excel spreadsheet and then paste it into your workpaper.
  10. Select
    Save
     when you're finished entering data.

This article applies to:

  • Product: ONESOURCE Estimated Payments