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Entering and Editing Data

Last modified 07:49, 24 Apr 2017

Overview

All of the transaction windows within CGT and Dividend Scheduling adopt a common approach in  relation to data entry.

Adding New Transactions

New transactions are entered using the transaction entry panel located at the top and when the transaction has been confirmed, using either the Enter key or the OK button, the details are posted to the grid area below.

The grid area of the screen is designed to provide a read-only view of all the key fields within the transaction. To view the full details of any transaction you simply need to click the relevant transaction within the grid and the full details will then appear within the transaction entry panel at the top of the screen ready for edit.

Edit Transactions

Should you wish to edit an existing transaction then you simply need to click the relevant transaction within the grid and then click the specific field you wish to change within the transaction entry panel.

When the transaction has been amended you simply need to press Enter or click OK.

To delete an existing transaction simply click on the relevant transaction within the grid and then click the Delete button on the right-hand side of the screen. To avoid inadvertent deletions you will be asked for confirmation before the transaction is deleted.

Transactions can be easily sorted within the grid by simply clicking on the column heading e.g. Date or Security Code.

 

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