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Data Entry Display window
Configure data entry folder and input screen visibility and order.
Show all expandable content
Use this window to configure the order and visibility of data entry folders and input screens. Hiding infrequently used folders and input screens will help reduce the clutter during data entry. Screens that are hidden using this window can still be easily selected for use while a client's return is open.
To open this window, choose
Setup
, <Product Name>
, select the Input Screens
button, and choose data entry Display in one of the tabs in the Product Information window. For example, if you open this window via the 1040 Federal tab, you are changing the data entry display for all 1040 federal clients.Fields & buttons
Folder/Input screen list
This list contains the folders and input screens for the current entity. To sort the list by the folder or screen ID, description, or display condition, select the column heading at the top of the list. To select multiple folders and/or input screens, hold SHIFT or CTRL and select the items.
note
The options will be enabled in the Display conditions group section based on the items you select in this list.
Display conditions group section
Use the options in this group section to set the display condition for the folders or input screens highlighted in the adjacent list.
Folder:
- Select theAlwaysoption to show the selected folders regardless of the presence of data.
- Select theIf data on any input screenoption to hide the folder until data is entered on one of the input screens contained in the folder.
Input screen:
- Select theAlways, when folder presentoption to show the selected input screens whenever the folder that contains them is visible.
- Select theIf dataoption to show the selected input screens only if data has been entered on them.
note
The options in this group section will be enabled only when the corresponding item (folder or input screen) is highlighted in the adjacent list.
Move Up/Move Down buttons
Use these buttons to modify the order in which folders or input screens are displayed for all clients of the current entity.
note
You can't modify the position of the first input screen in a folder, as that input screen may contain mandatory fields that must be filled before the other screens in the folder can be accessed.
Preview Input Screen button
Select this button to open a preview of the highlighted input screen.
note
This button is enabled only when a single input screen is highlighted in the previous list.
Print Report button
Select this button to print the data entry Display Report, which lists the folders and input screens for the current entity and the display conditions you have set for each item.
Mark all “if data” button
Select this button to set the display condition to “if data” for all input screens.
Restore CS Default button
Select this button to reset the default display conditions for all folders and input screens to
Always
, or to restore the customized display conditions from your settings in the prior-year application.This article applies to:
- Product: UltraTax CS