How do I change the data entry method in Yearli?

Changing the default Data Entry Method

Note: This will not make changes to current payers. To change the Data Entry Method of an existing payer, go to Procedure 2.

  1. Click the Settings menu.
  2. Choose Printing/Data Entry.
  3. Under Default Data Entry Method, choose Year End Data Entry or Quarterly Data Entry, based on your filing needs.
  4. Click OK. 

Changing the Data Entry Method of an existing payer

Note: Please backup your data before changing the Data Entry Method of a payer. For steps on how to backup your data, please see the How do I backup my Yearli data? article.

  1. Click the Payer List button.
  2. Choose the payer.
  3. Click the Change Data Entry Method button.
  4. Click Choose Year-End or Choose Quarterly.
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