Accountants Enterprise only
How to insert a date field in a practice template
Open the practice template for editing. See Opening a practice template for editing.
Position the mouse cursor in the practice template where the new field is to be inserted.
Click Insert Field on the toolbar.
or
Select Insert > Field on the main menu. The Insert Field window opens.
Select Date.
Click OK. The Date window opens.
Enter a Field name for the Date field. The Field name is automatically filled when the Date window opens. You can accept the default or overwrite it. The system will allocate the next sequential number prefixed by a D for date fields. If you decide to overwrite the default Field name, then enter a unique Field name.
Conditions for the Field name:
It is limited to a maximum of 30 alphanumeric characters.
It must not start with a number, as this affects the calculations.
It must not contain any spaces.
It may contain an underscore as part of the name.
It is not case sensitive.
- Select how the date will be entered. There are two options:
User entered date – You will enter the date in the workpaper on completion.
Automatic date of – The date can be generated automatically based on the selected criteria from the drop-down. The date can be automatically generated based on Today’s date, the Period start date, the Period end date, the Date of approval or the Date of preparation.
- If the User entered date option is selected, then the Rollover value to next period checkbox is selected by default.
This means that entered date will be displayed in the same field in the next rollover period. Deselect the Rollover value to next period checkbox, if you do not want the date value to be rolled over. - Click OK. The Date field is placed at the insertion point. The Date window and the Insert Field window close.
