Letter Index

AE Tax only

This is the list of text letter-style reports (layouts).

For example, in Tax Tracking the layouts that support the Overdue steps report are OutStga, OutStge and OutStgi. If you have copied the master versions as a client set and customised to suit your practice’s reporting requirements, you may select the required layout for your report from this list.

On this window and from the right click menu:

Open: Opens the text for the letter for editing.

Properties: Provides detail on an existing client letters. Master letters must be transferred to client before properties may be viewed.

New: Creates a new letter with a new code and description.

Delete: Deletes an existing practice letter. Only Client letters may be deleted.

Cancel: Exits the window

List: Right click to print a list of your text letter layouts.