Dashboard
The Dashboard is a management tool which you can use to maintain the status of all your payors. There are six statuses allowed for each payor. Initially at the beginning of the year the status is blank. You can maintain these statuses as you proceed through the W-2/1099 season. The six statuses are:
You can change the status of a payor at anytime by double-clicking on the payor or highlighting the payor and select the change button at the bottom. A screen will appear with a drop-down list of all the statuses and a field to optionally enter a date.
A report of each status can be generated using the button at the bottom. If the current tab selected at the top is "All" then the report will show all statuses.
Additional information kept for each payor is the date and time when infromation was printed or efiled for them. It can be useful if you need to track down the activity of when output was done for that payor.