Yearli Guide
Have questions? Our knowledge base has answers.
- How do I enter shipping information for my PDF Archive delivery?
- How do I export Yearli Desktop data into a Yearli Excel template?
- Payer Information Field Descriptions
- How to use the Payer List
- How do I setup my payer to file to state agencies?
- How do I enter foreign address information?
- How do I edit a recipient?
- How do I edit a payer?
- How do I delete multiple recipients?
- How do I delete multiple recipients with no returns?
- How do I delete multiple payers?
- How do I delete a recipient?
- How do I delete a payer?
- How do I copy recipients from one payer to another?
- How do I add or edit payer state information?
- How do I add or edit payer or recipient notes?
- How do I add or edit a payer group?
- How do I add a recipient?
- How do I add a payer?
- What keyboard shortcuts are in the program?
- What is the Default Data Entry Method?
- Important program directories and file locations
- How to use the Recipient List?
- How do I sort recipients?
- How do I export the information in Yearli to CSV?
- How do I easily navigate between returns or recipients?
- How do I delete a return?
- How do I create a Windows Firewall exception for Yearli?
- How do I create a return?
- How do I change the data entry method in Yearli?