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.
- Click the Settings menu.
- Choose Printing/Data Entry.
- Under Default Data Entry Method, choose Year End Data Entry or Quarterly Data Entry, based on your filing needs.
- 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.
- Click the Payer List button.
- Choose the payer.
- Click the Change Data Entry Method button.
- Click Choose Year-End or Choose Quarterly.