Header Fields for the Tax Codes Form

Use the header fields above the Actions bar to search for existing tax codes, add new tax codes, or switch between list and detailed views. Header fields are generally available, whichever tab is currently selected.

Contents

Field Description
Find tax code At the top of the active setting form, enter a partial or complete name or number in the Find tax code lookup field to find and select an existing record that you want to view or edit.

Your current record selection will be preserved for the active Hub or application even if you switch from one Hub to another. For example, if you are working in the Activities hub and then switch from that hub to another, when you return to the Activities hub, your most current record selection is still available.

For information about creating and using searches, see the Search Vantagepoint help topics.

x of x Use these arrow icons to scroll through the records and open a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
+ New Tax Code Click this option to add a new tax code. Enter information for the code on the tabs of this form.
On the Search Navigation Controls at the top of the form, click the Switch to List View icon to switch to the list view of the form. In this view, fields are displayed in columns in one grid on the form. Records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking to the right of the grid. This opens the Select Columns dialog box.

For information about selecting columns, see Select Columns for a Grid.

For more information about working in list view, see Use List View.

After you switch to list view, you can click the Switch to Detail View icon to switch back to the detailed view of the form. In detail view, all selected fields are displayed on the form. This is the default view when you first open the application. Subsequently, the view that was active when you closed the application is the one that displays when you open it again. Detail view is the view that is described in the Help.
Name Enter the name of the tax code at the upper left of the form, or click to edit an existing name.

If you are using multiple companies, the name of the active company displays below the name of the record.