Tutorials


21st Century Payroll for Adagio Tutorials - System

Data Entry Shortcuts

F1 and Shift+F1: Help

Press F1 at any 21st Century Payroll field for information about the field. Press Shift+F1 in any 21st Century Payroll window for an overview of that function.

F2: Modify, Do, View, Select ...

Press F2 on a highlighted batch, entry, or component to open or select it for modification or review. When in doubt, press F2!

F9: Adding Entries and Batches

The multipurpose F9 function key (New entry, New account, New anything) puts you into "add" mode in configuration windows.
  • Example: You just opened the Accounts/Bank Accounts window. Press F9 and the cursor moves to the first field in the data entry pane on the right, ready for you to add a new bank account.

F9: Adding on the Fly

Press F9 in certain fields where the drop-down selector is available if you want to add something on the fly.
  • Example: You're adding a new employee and realize that the employee justifies adding a new category. Press F9 in the Category 1 field in the Configure/Employees window Personnel tab to go directly into <new> mode in the Category window

Unique-Beginning IDs

Assign IDs with unique beginning characters. When you type one or two unique beginning characters in an ID field and press the key to move to the next field, the system completes the entry, validates the entry, and displays any defaults associated with it.
  • Example: If you have several bank accounts at Commercial Bank, give them IDs of 1Commercial, 2Commercial. In bank account ID data entry fields, when you enter 1 and press Tab or Enter, 1Commercial is entered in the field.
  • Example: Don't call your Custom Pay Summary reports Custom 1, Custom 2. Call them 401K Custom Report, Federal Taxes Custom Report. Then just enter 4 or f in the Report name field when you print the report.

Evoking the Drop-Down Selector List

Type any character in a Selector field to evoke the drop-down Selector List.

For items without unique beginning IDs, such as account IDs, type a letter or number in a field that is in the range of items you're looking for to open the drop-down list near the item you want.

  • Example: You're looking for a liability account in the 2000s, but you aren't sure of the number. Enter 2 in the Account ID field. The drop-down list opens with the first account in the 2000s highlighted. You can Down-Arrow to the account you want and press Enter or click it with the mouse.

Changing the Drop-Down Selector List Order

You can change the sort order of items in a drop-down list with headings, such as the Account ID list. Click the heading by which you want the list to be sorted in alphabetic or numeric order. Click again to sort in the reverse order.
  • Example: To view the Account ID selector list in account name order, open the list and click the Name bar at the top of the list.

Find

Press F6 or CTRL+F in drop-down selector lists to find items in long lists.
  • Example: You're entering Incomes and you want to post a salary to an expense account, but you can't remember the exact number or name. In the G/L account field, open the account ID drop-down list. Press F6 or Ctrl+F, type expense in the Find what field, and click Find now or press F6 or Ctrl+F again.

Panes

Press F8 to move back and forth in data entry windows between the left pane and the right pane.

Calculator

Press F5 or, in a 21st Century Payroll numeric field, enter a number plus an arithmetic operator ( +, -, /, or *) to display the 21st Century Payroll Calculator. You can cut and paste from data entry windows into the Calculator, run calculations, and paste back into data entry windows. You can also run the Calculator from the numeric keypad or by clicking the numbers and the arithmetic operators and then insert the results into data entry windows.

 


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