Reachable by link
These screens carry no tile on the module page. They are reached from the record they belong to, from a saved view, or by their address — and they behave like any other list once open.
12 steps · 6 questions · 3 screens on this shelf
The screens on this shelf
Workspace
Set a Connection Up by Hand
For a corporate file exchange, where there is no sign-in and the endpoint, the directories and the credentials really are typed. Seven steps, each narrowed by the last, asking only what this bank and this channel need.
Open
Records
Jurisdiction Zones
Where a jurisdiction applies, by address. The United States problem in one table: special districts do not follow postal boundaries, so a postcode is a hint and not an answer — the same postcode can carry two district rates on opposite sides of a street.
Open
View
Tax Run Steps
Every step of every run, with who ran it, what it found and who approved it. The wizard is the way to work these; this is for searching across periods.
Open
Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.