Relocation Expense Tracking and Gross-up From HR Solutions

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Tips and Tricks-The Edit Screens Popup Menus

Our users report that they spend more time entering transferee information in Tally-Up! than performing any other activity. Tally-Up! has a number of "popup" menus (menus displayed by clicking the mouse's right-button) to make entering and editing data easier. This is a review of the Tally-Up! popup menus in the edit screens, the pages where all transferee data are entered.

There are three popup menu types in the edit screens. A sample of each of the three types are below.

The Expenses Page Popup Menu

All expenses are entered and edited in the Tally-Up! edit screen Expenses page. The popup menu appears when you click on the expense table (the lower half of the screen) and then right-click on a table cell.

Menu Items	Action
Cut Row	Moves the entire selected row to the clipboard where it may be pasted into an empty row of the same type, either in this record or another record. Enabled only if the selected row is filled.
Copy Row	Copies the entire selected row to the clipboard where it may be pasted into an empty row of the same type, either in this record or another record. Enabled only if the selected row is filled.
Paste Row	Pastes a copied or cut row from the clipboard. Enabled only if the selected row is blank, and the clipboard data is of the same type as the current expense table.
Sort By	Allows the data in this table to be sorted by the selected column.
Column Widths	Allows you to set the column widths for this table.
View Clipboard	Allows you to view the current data in the clipboard. Useful if you are not sure of the last data saved to the clipboard.
Edit Payee	If the selected column is the Paid To column and the selected payee is in your Frequent Payee list, the Menu item will read "Edit <Payee name>", and Tally-Up! will display the payee card file for that payee. Otherwise, it will display your frequent payee list where you can select a payee to edit.
Pick List	Displays the pick list for the selected column. Enabled only if the selected column is either Paid To or Type.
Today's Date	Loads the selected cell with the current system date. Enabled only when the selected cell is a date type.
Calendar	Displays a pop-up calendar where you may select a date to load in the cell. Enabled only when the selected cell is a date type.
Calculator	Displays a pop-up calculator.
Expense List	Shows a list of all expenses entered in this record. The list can also be displayed by pressing the Ctrl+X key combination.
Print Page	Prints the page. The Ctrl+P key combination can also be used to print the page.
Properties	Displays your Grossup and Withholding rules for the selected expense.

The Notes Popup Menu

The Notes field is a simple mini-editor, where you can enter any data you want. The notes can be used as a report selection criteria (e.g., Notes contains "mortgage"). In addition, there are special reports that can print note field contents.

Menu Items	Action
Cut	Moves the selected text to the clipboard. Enabled only if some text is selected.
Copy	Copies the selected text to the clipboard. Enabled only if some text is selected.
Paste	Pastes the clipboard contents to the note field at the cursor position. Enabled only if the clipboard contains data.
Delete	Erases the selected text. Enabled only if some text is selected.
Select All	Selects all text in the note field. Enabled only if some text is not selected.
View Clipboard	Allows you to view the current data in the clipboard. Useful if you are not sure of the last data saved to the clipboard.
Expense List	Shows a list of all expenses entered in this record. The list can also be displayed by pressing the Ctrl+X key combination.
Insert Note Field	Pastes the note field you defined in Personal Options at the current cursor position. Enabled only if you have a personal note field defined.
Spell Check	Performs spell checking on the entire note field.
Print Page	Prints the page. The Ctrl+P key combination can also be used to print the page.

The Popup Menu For The Other Edit Screen Fields

Almost all the other edit screen fields use a variation of this popup menu. The availability of some of the options may depend on the selected field.

Menu Items	Action
Undo	Reverses the last action taken on this field. Enabled only if the field has been modified by the popup menu.
Cut	Moves the selected data to the clipboard where it may be pasted into another field of same type, either in this record or another record. Enabled only if the field is filled and selected.
Copy	Copies the selected data to the clipboard where it may be pasted into another field of same type, either in this record or another record. Enabled only if the field is filled and selected.
Paste	Pastes the clipboard contents to the field. Enabled only if the clipboard contains data of the correct type.
Delete	Erases the selected contents of the field. Enabled only if the field has selected data.
Select All	Selects the current field value. Enabled only if some field data is not selected.
View Clipboard	Allows you to view the current data in the clipboard. Useful if you are not sure of the last data saved to the clipboard.
Edit Payee	Allows you to access the payee card file.
Today's Date	Loads the selected field with the current system date. Enabled only when the selected field is a date field.
Calendar	Displays a pop-up calendar where you may select a date to load in the field. Enabled only when the selected field is a date field.
Calculator	Displays a pop-up calculator.
Expense List	Shows a list of all expenses entered in this record. The list can also be displayed by pressing the Ctrl+X key combination.
Print Page	Prints the page. The Ctrl+P key combination can also be used to print the page.