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Business Matters
A Newsletter for DAISY
Users December 7, 2006
Train Remotely on DAISY Scheduler Get trained on DAISY
Scheduler from the comfort of your own desk! DAISY will offer web-based training
Wednesday, December 13, from 12:00pm to 1:00pm. Call DAISY support to sign
up. Situation I want to run a report
showing total adjustments posted this year (2006). I want it to show
individual totals for each adjustment type. Solution Run the Transaction Analysis report, filtered for the current year. 1. Locate the Transaction Analysis report in the Report
Gallery. A default copy of the
report is located in the Yearly Closing folder. 2. Right-click
the report icon, choosing Properties. 3. Click Reset. 4. Filter the Posting Date tab for is in the
period YearToDate. 5. Click OK 6. Double-click
the report icon to generate the report on-screen. Print the report from the
DAISY Report Viewer. Additional Info The Transaction Analysis
also shows total payments, as well as individual totals for each payment
type. 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: January
12th, Friday February
7th, Wednesday March 7th, Wednesday Portland Time: 9:00am to 1:00pm Questions? Call Oksana at 800-368-6401 ext 3458 |
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