Preparer Functions

Learn more about the Preparer's functions.

Search Our Knowledgebase (Windows; Canada)


Add and Remove Columns / Rows

    • Select "Edit" menu and choose to Insert Column
    • Select "Edit" menu and choose to Insert Row
Learn more about the Preparer's functions.

 

    • Right-click and choose to Remove Row
    • Right-click and choose to Insert Row
Learn more about the Preparer's functions.
 

Assigning Box Numbers and Linking a Province to a Column

    • After inserting a column, there will be a new yellow column that is unassigned.
    • Choose the drop down menu to assign the column to a box.
    • Once a box is selected, you will be prompted to assign the column to a Province

Adding a Province

    • Right-click on column that does not have an assigned province, choose to assign a Province
Learn more about the Preparer's functions.

 

    • Choose a Province from the drop down menu.
Learn more about the Preparer's functions.
 

Column Totals

    • Column Totals will display at the top of each column. 
    • Column Totals can also be checked by highlighting the column; Located in bottom left corner of the Preparer it will display the total number of entries and the total of all amounts. 
Learn more about the Preparer's functions.
 

Sorting Rows

    • Right-click on the column you wish to sort your employees by and choose to sort.
Learn more about the Preparer's functions.
 

Company Information

    • To change any company information go to the "Edit" menu and choose "Company Info". This will open the company setup to change the company information.
Learn more about the Preparer's functions.
 

 

Additional Functions




Related Pages:






AATRIX eFile Website
http://efile.aatrix.com


Aatrix Support (Windows)

 Available Mondays through Fridays from 8:00am - 5:00pm CST
Phone: 1-701-746-6814
Fax: 1-701-746-4393 
Email: helpme@aatrix.com

Aatrix Live Chat
(Windows)





Feedback

Did this page help you? *