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  1. In Accounting Center, in the left navigation pane, click Insurance, and then click Annual Schedules or Quarterly Schedules. 
  2. Click the schedule category, and then click the name of the schedule you want to execute.
    You see the panel for the schedule you selected. 
  3. Complete the options on the panel.
    The panels for the schedules have three sections that drive the selection of data and the formatting of the results: Required Parameters, Advanced Reporting Formatting Options, and Result Format Type. An example of a schedule panel follows. 
    Schedule D - Part 1 panelImage RemovedSchedule D - Part 1 panelImage Added
  4. Click Submit. 

Insurance Schedule Panel Options

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