Contents - Index


Browsing Form Records


 

You are browsing a table of records entered into the system for the selected payor which appears at the top.  If the table is empty, no records have been entered.

 

You can perform an action by clicking on one of the buttons at the bottom to:

 

Action Shortcut key on keyboard      

Insert - adds a record INS or Alt-I  

Change - edits a record ENTER or Alt-C  

Delete - deletes a record DEL or Alt-D  

 

The sort order of the records displayed is dependent on the currently selected tab at the top:

 

ID# - first by Employer ID# (EIN), Social Security # (SSN) and then by System ID#.

Name - by Last Name if the ID# is a social sec. number or Company name if an EIN.

Control # 

Account # - not avail. for Form W-2 or W-2C

Last Edit - date the record was last edited

Created - date the record was created

 

The Select Payor button is available at the bottom if you wish to work with a different payor.

 

Each browse incorporates an explorer type sorting model.  Simply click on the header to sort a column.  Click again and it will reverse sort.  

The current sort column for the browse will be highlighted in a different color text and the column title will be bracketed.  To search the current sort column simply type in a text value that you are looking for and the program will incrementally search for that value.  This is a search of left to right on that field.  If you need more advanced search criteria then select the query button to define something more complex..