The Locate Dialog automatically selects recipient returns by incrementally searching the index you specify for the characters you type. To open the Locate Dialog,
The Search By drop down box contains a list of indexes specific to the form on which you are working. The Search Characters field is where you type the characters to be searched.
The Locate Dialog
In the illustration above, Search Characters A13 match the first 3 characters of Search By index Account for PAYER 2. Consequently, the return for PAYER 2 is automatically selected.
Regardless of how you close the dialog (OK, Cancel, Edit), the selected record is displayed on the selected tax form. Closing the dialog using the Edit button, however, conveniently positions the cursor to the first numeric field for editing.
Setting (Resetting) Indicators
In addition to locating returns, the Locate Dialog can be used to set (reset) any of the indicators (Void, Efile, 1096, Print, etc.). Simply double-click directly on the indicator to be set (reset).