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Business Matters
A Newsletter for DAISY
Users November 30, 2006
Tip of the Week
Train on DAISY Scheduler via the Internet Learn to use DAISY
Scheduler's "Availability" and "Time-Off" features from the
comfort of your own desk! DAISY will offer web-based training Wednesday,
December 13, from 12:00pm – 1:00pm (Pacific time). To sign up, call DAISY
support. Situation I want a report indicating
how many statements were sent out this year (2006). Solution Run the Statement History report, filtered for
the current year. 1. Locate the
Statement History report in the Report Gallery. A default copy of the
report is located in the Monthly
Closing folder. 2. Right-click
the report icon, choosing Properties. 3. Click Reset. 4. Filter the
Statement Date tab for is in the period YearToDate. 5. Filter the
Statement Type tab for is
not equal to No
Stmt. 6. Click OK 7. Double-click
the report icon to generate the report on-screen. Print the report from the
DAISY Report Viewer. Additional Info To report quick statements
only, filter the Statement Type tab
for is equal to Quick. To report monthly
statements with credit balances only, filter the Statement Type tab for is
equal to Credit. To report monthly statements
with positive/debit balances only, filter the Statement Type tab for is
equal to Regular. YOU ARE
INVITED TO A DAISY USER MEETING Get
the most out of your DAISY system!
Uncover features you never knew existed, take the headache out of
Month End Closing and learn how to protect your office against data loss. Sign
up for the meeting of your choice by emailing the names of attendees and date
of the meeting to: A
confirmation notice will be faxed to you a week prior to the meeting. Dates and Locations: December
8th, Friday January
12th, Friday February 7th, Wednesday March 7th, Wednesday Time: 9:00am to 1:00pm Questions? Call Oksana at 800-368-6401 ext 3458 |
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