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The Down To Earth
Software Information Newsletter
3018 Knollwood Drive, Cameron Park, CA
95682 www.datvsn.com
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In This
Issue...
DTE Solutions Home
- Helpful
Hints - Company
Controls - Define your unique Company settings within Down To Earth.
- Data Exports
- from Standard DTE reports including some
application examples.
- FUGT - Net
Lingo - Exploring Social Networking, RSS Feeds, and Portals.
- Fiscal
Year End - What to do and
When to do it. Review the steps to end your Fiscal year with
ease.
- DTE Solutions Information - Find our
Web-sites, Find Information, and Find
Us!
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Helpful Hints
Company
Controls
Each application in Down To Earth
includes Controls that determine how your Company operates. For both DTE v3.5 and v7 series, these
options are found by selecting “Company” from the Maintenance menu column of any
application.
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A given application’s Controls are a way to define what your company (or
companies) preferences are for processing. For example,
default values for transaction entry, G/L accounts used when posting, and even the order your
entry window displays.
In addition, customer statement, order forms, and Payroll and A/P
check formats are also defined.
With Down To Earth v7 series, you have the option for customized forms such as
Purchase Orders and customer Invoices. These forms can
be designed to print within pre-printed laser forms or on multi-part pin fed
forms. The custom format is a program all its own and is carried forward to any future
updates, if needed.
Reviewing your Company Control settings and options can provide you with a
better understanding of the functions within Down To Earth. Although there is
a brief description on each Control, a more detailed definition and reference to other Controls
associated is found within each application manual.
View the online PDF Reference Manual or download
your own copy at:
www.datvsn.com/d2esupport/DTE-v7-Reference-Manuals.html
www.datvsn.com/d2esupport/DTE-v3.5-Reference-Manuals.html
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Data
Exports
from
Standard
DTE Reports
Down To Earth already offers several Export menu selections and
options -- financial totals within General Ledger, Name and Address data from Name/Address, and
just about anything from the System Manager, Export Data selection.
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But you
can also easily export any standard DTE report (when data is contained on a single line) and
import into Excel® for manipulation and analysis.
For example, within
Accounts Payable, the standard reports listed below are typical format to
export/import…
And in General Ledger,
financial analysis can be turned into an Excel® graph or chart from data found in Chart of
account listing, Journal, or Trial Balance reports.
When analyzing your
Inventory, you can use such reports as Unit Costs, Negative Stock, and Dead Items reports. Other
reports for export allow you to see a (single) Vendor History, review Receiving Items Costs or
Purchases not yet Invoiced within Purchase Order.
They are all available, any time you need them. Just choose Text file from the Print Option pull
down menu.
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F
requently
U
sed
G
eek
T
erms
Net
Lingo Today’s
Internet
Language
It may not come up in dinner time conversation but
much of today’s internet has its own language and terms.
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Over the next few issues, DTE Solutions will
be exploring Internet terms and provide more information about their origin and purpose.
If there is a term used that you’d like to know more about, you can e-mail us
at support@datvsn.com
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Social Networking – Very
big! Very lucrative for Advertisers! Usually
a free “service,” social networks connect people (and advertisers) with common interests on
the internet. Somewhat
non-personal, social interaction sites such as Facebook®, MySpace®, and Twitter® are common
but there are many others, too. Search
on “Social Networking websites” in your favorite Search Engine. (Usually open to anyone age
13 and up.)
RSS Feeds – Short for Really Simple
Syndication or Rich Site Summary, this handy service is revolutionizing the way we find
information. The purpose of an RSS is to regularly update you with information
such as weather, interests, news, and entertainment by receiving web feeds directly to your
portal page. (Keep reading for more on a portal
page.)
Let’s say you want to include your Netflix®
Queue on your my.yahoo.com portal…
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When logged into Netflix®, click on the
RSS link at the bottom of any page. Choose the feed you want, block and copy the link
Netflix® assigns to you.
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* Now go to your my.yahoo.com, Add
Content, and Add Feed. Paste you feed into the space
provided.
That’s it! Refresh your page to see your new
Queue.
Portal Page – A web portal, also known as a
Links Page, is your “home” site when you browse the internet. It’s the web-site you choose for entry into the internet
network. For example, Yahoo!, MSN, AOL, and Google
all offer a Home Portal Page. (Yours is defined via
Internet Options >> General Tab >> Home Page.)
The Internet doesn't have to seem like a
different language. Stay tuned to FUGT next quarter for a few more terms to help
your Web browsing experience.
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Fiscal
Year
End
What to do
When to do it
It’s a very common question and a very basic
answer. Down To Earth makes your Fiscal Year End easy so there isn’t much for you
to do.
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As your fiscal year end nears, you need to copy your chart of accounts and
create new accounting periods for other application processing, even if you’re not quite ready
to close the year.
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Within General Ledger, select "Close/open
year" from the Miscellaneous menu column. The current year should display as the
default value or you can change the year as needed.
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Choose
Neither for the Function field value, Yes ,
copy accounts; No, don’t bring balances forward, and through the
default retained earnings account number.
The Neither option copies the chart of accounts and sets up
the new accounting periods automatically.
Ready to close? When you are ready to actually close the last period
and year and bring balances forward, follow the same procedure as above except select the Close
function and Yes to bring balances forward.
Don't
forget! Change the Control value for CURFISCALYR within Company
Maintenance to reflect your new year after you have brought balances
forward.
Working in Both
years? Select “Change
accounting year” from the Maintenance menu column to go back and forth between years while both are
open. Remember the default processing year is controlled by the CURFISCALYR
Control.
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Find our websites
Find
information
Find us
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Web-links:
www.datvsn.com
www.datvsn.com/d2esupport
www.dtewebdesigns.com
DTE Technical Support:
7:00am - 5:00pm PST support@datvsn.com
Datavision/DTE Solutions:
3018 Knollwood Dr.
Cameron Park, CA 95682
530.387.3575
(voice)
530.387.3587
(fax)
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