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Preferences

Not available in Accountants Office

The default sequencing of calculations in the Calculations index is set using the Preferences tab.

How to edit the Control Record preferences
  1. Click Utilities > Control Record. The Control Record screen is displayed.

  2. Click [Preferences] to open the Control Record Preferences screen.

  3. At Sequence: select the default method for sequencing calculations in the Calculations index. Enter the one digit code for the sequence method required. You may also click [F10] to select from a list of the sequencing options:

    • Return: Description: Type

    • Client: Description: Type

    • Client: Return: Description: Type (the default)

    • Description: Type

    The Calculations index contains a Sequence option. This switches between all the above methods of sequencing calculations.
  4. At View: Select to view either individual, trust or all at the index. Enter the one character code for the option required, or click [F10] to select from the list of the options.

  5. When the required details have been entered, click OK to save the information.

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