Partner Data Entry toolbar

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Partner Data Entry includes a special toolbar that you can use to enter partner, allocation, changes of ownership, and transfers of capital information. The buttons available on the toolbar change based on which window is open.

Partner data entry toolbar

Button Function
Add Partner button

Add Partner / Date [Edit menu]: Add a new partner at the end of the Partner Name list in the Partner Information window and add a new date in the Changes of Ownership window or in the Transfers of Capital window.

Note: This button is available only in the Partner Information, Changes of Ownership, and Transfers of Capital windows.

Shortcut: CTRL+A

Insert Partner button

Insert Partner [Edit menu]: Insert a row above the row in which the cursor is located in the Partner Name list in the Partner Information window.

Note: This button is available only in the Partner Information window.

Shortcut: CTRL+I

Delete Partner button

Delete Partner / Date [Edit menu]: Delete the highlighted partner in the Partner Name list in the Partner Information window, delete the highlighted change of ownership in the Changes of Ownership window, or delete the highlighted transfer of capital in the Transfers of Capital window.

Note: This button is available only in the Partner Information, Changes of Ownership, and Transfers of Capital windows.

Shortcut: CTRL+D

Move Partner Up button

Move Partner Up [Edit menu]: Move the highlighted partner up one row in the Partner Name list in the Partner Information window.

Note: This button is available only in the Partner Information window.

Shortcut: CTRL+U

Move Partner Down button

Move Partner Down [Edit menu]: Move the highlighted partner down one row in the Partner Name list in the Partner Information window.

Note: This button is available only in the Partner Information window.

Shortcut: CTRL+N

Create Custom Scheme button

Create Custom Scheme [Edit menu]Open the Create Custom Allocation dialog to create a custom percentage or unit allocation schemes that you save and which are available for re-use.

Note: This button is available only in the Allocations window.

Apply custom scheme

Apply Custom Scheme [Tasks menu]: Open the Apply Custom Allocation dialog to re-use a designated custom percentage or unit allocation on one or more values.

Note: This button is available only in the Allocations window.

Collapse Folders button

Collapse Folders [View menu]: Collapse the folders in the Allocation list in the Allocations window or in the Changes of Ownership list in the Changes of Ownership window.

Note: This button is available only in the Allocations and Changes of Ownership windows.

Shortcut: CTRL+S

Expand Folders button

Expand Folders [View menu]: Expand the folders in the Allocation list in the Allocations window or in the Changes of Ownership list in the Changes of Ownership window.

Note: This button is available only in the Allocations and Changes of Ownership windows.

Shortcut: CTRL+E

Focus Allocation button

Focus Allocation [View menu]: Focus on the selected special allocation in the allocation grid to view the detailed allocation information. To select an allocation, click the special allocation in the allocation grid.

Note: This button is available only in the Allocations window.

Shortcut: CTRL+ALT+F

Partner Allocated Amounts button

Partner Allocated Amounts [View menu]: View the actual rounded amount to be allocated to each partner for the selected special allocation.

Note: This button is available only in the Allocations window.

Shortcut: CTRL+ALT+M

Distribute button

Distribute [Tasks menu]: Open the Distribute dialog to distribute the remaining percentage or amount of an allocation, a change of ownership, or a transfer of capital to selected partners and to indicate whether the remaining percentage or amount should be distributed equally or on a pro rata basis.

Note: This button is available only in the Allocations, Changes of Ownership, and Transfers of Capital windows.

Interim closing annualization

Interim Closing Annualization [View menu]: Open the Interim Closing Annualization window.

Note: This button is available only in the Allocations and Changes of Ownership windows, and only when at least one change of ownership has been entered.

Wizard button

Wizard: Open the Transfers of Capital Wizard: Options dialog or click the drop-down list to create a new transfer, modify the current transfer, zero capital account balances, or prepare Form 8308 without entering a transfer of capital.

Note: This button is available only in the Transfers of Capital window.

Cut button

Cut [Edit menu]: Cut the selected text. Use this button to cut data from a cell or to cut and paste data from one cell to another.

Shortcut: CTRL+X

Copy button

Copy [Edit menu]: Copy the selected text. Use this button to copy data from one cell to another.

Shortcut: CTRL+C

Paste button

Paste [Edit menu]: Paste the selected text. Use this button to paste data from one cell into another cell.

Shortcut: CTRL+V

Print Partner Reports button

Print Partner Reports [File menu]: Open the Print Reports dialog to print partner information reports.

Shortcut: CTRL+P

Find Partner button

Find Partner [Tasks menu]: Open the Find Partner dialog to search for a partner in Partner Data Entry.

Shortcut: CTRL+F

Sort Partners button

Sort Partners [Tasks menu]: Open the Sort Partners dialog to sort the partners in ascending or descending order by partner name or partner number or based on entries in a particular allocation column.

Custom Fieldview button

Custom Fieldview [Edit menu]: Open a list dialog to enter items for the custom fieldview attached to the current field.

Note: This button is available only in the Partner Information window and only if the cursor is located in a field with an attached custom fieldview.

Edit Note button

Edit Note [Edit menu]: Open the Field Note/Tick dialog to add or edit a note that pertains to the highlighted partner, to delete a note that pertains to the highlighted partner, or to delete all partner notes. A musical note next to a partner's name indicates an attached note.

Help button

Help: Activate help. Click this button to open the topic for the current window in Partner Data Entry.

The Did you know button button in the toolbar opens an overview of Partner Data Entry.

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