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.

• 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.