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Yearli Guide
Have questions? Our knowledge base has answers.
  1. Yearli Guide
  2. Yearli Desktop
  3. General How To's
  • 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 manage my payers and recipients?
  • How do I delete multiple recipients with no returns?
  • 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 Desktop?
  • How do I create a return?
  • How do I change the data entry method in Yearli?
  • How do I access SQL Configuration Manager?
  • How can I search for a recipient?
  • How can I obtain blank paper copies of forms?
  • What is the Amount Types window?
  • What important deadlines should I be aware of?
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