Data Entry Screen

The Data screen contains all data entry points and planning notes within the software compressed into one screen. This allows for quicker data entry and data adjustments. The Data screen does not include descriptions of required data but does allow you to enter planning notes. Entering Data Data Fields - To enter client data, type directly into any highlighted field. To avoid possible ‘#Value’ errors, be sure the data entered reflects the format of the cell. Entering text into a numeric cell can cause ‘#Value’ errors in the calculations. Note Fields - The note fields included in the Data screen do not require a specific format as the software will not use this information within the calculations. Date Fields - To enter Dates it is suggested you use the same format established in your system settings, for example “dd/mm/yy” or mm/dd/yy”. You can also choose to enter dates as "mmm dd, yyyy" and allow your computer to automatically determine the correct format, for example Jan 01, 2011. Age Fields - Some age fields allow you to enter either a numeric value for the age of the client or a predetermined value from a drop down. Entering text that is not included in the dropdown may cause ‘#Value’ errors. Single Clients - The Razor is defaulted to build an analysis for a pair of clients each time you start a new client file. To build an analysis for a single client, simply delete the spouse’s name and date of birth. The software will then alter all reports to include only one client. Printing - Currently there is no built in print function for the Data screen. To print these documents hold ‘Ctrl+P’ on your keyboard. This method however, cannot guarantee that the page layout and print margins are ideal. We will be looking to add a printing ability to the Data screen in a future release.

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