1. I want to change the font size on reports, how should I do?
- The function " report format" in EFFECT software gives customers the utilities to:
Change the page orientation (horizontal or vertical)
Change the font and size of characters
Change paper type (A3, A4, letter,...)
Adjust to Left-aligned or centered on the report
... and many other utilities .
To use this function, users select the specific report and click on button "Report format" on screen "Books and Reports" and change accordingly.
2. Currently my company is using the "first in first out" to calculate the cost of inventory. Now I want to change to a method based on "monthly weighted average". So what do I do to change the method of inventory cost calculating?
- EFFECT provides customers with different cost calculation methods such as: first in first out, weighted average, the variable average, the actual name. And customers can completely change the cost calculation methods to suit the specific requirements of their units.
- To change the cost calculation method, users simply open the screen "Configuration" and select tab "Accounting System" and enter the account code to the corresponding cell with the chosen calculation method.
3 From the stock import-export report, can I refer to the relevant entries of the materials being considered?
- EFFECT software gives customers the function of “Up management”, is how to analyze user "dissecting" the report data on the reverse by looking at the information (or other statement) relating to Current indicators on the report's view. The “up access” continues until the original documents, ie from the report viewing screen, users can access data entry screen. This works not only for those who extract information or test the data (Chief Accountant, General Accountant) but also for those who generate data (data entry) when comparing the demand report on the results of detailed data (original documents) to detecting errors and modify data.
- If you do accounting on your computer, you may wish to look at "detailed debt book" of a particular customer while watching "The sum customer receivables" to examine "Sell goods, collect money" that created liabilities on the general balance sheet.
- When viewing the report (or check with customer data), if found flaws (for example: You have entered the wrong amount or the wrong amount of sales on the receipt ...), you will need to amend the errors (of course the data is in the unlocked window period). Usually, you have to go back to the regular "data entry", seeking to amend incorrect data and then report back to check see if still not right, you have to go back to edit data ... This process usually takes a lot of time and effort. With feature “Up management”, you can find the right place to correct the original data with a single push of the ENTER key or double-click on the report, then update data immediately without having to go back to the input interface. This so-called correction or report data from data from the top page.
4. In the list of my clients, there is a liabilities object with two different codes. When I want to delete one object, comes the message "There have been generated data, unable to erase!" So what do I do to delete one object?
- Principles of data synchronization do not allow users to delete the list of data points that have arisen account. So, to delete an item in the list that has generated data, users need to transfer the arising accounting entries out of an item to another item by editing arising documents, then user can delete that object.
- With the EFFECT Standard, EFFECT 3.0, EFFECT 4.0, EFFECT software offers customers replacement utility lists simultaneously from a point to a point other name to delete the point This goes, it's "utility lists change code in the data." To use this function, users need to open the screen "Search data", click "R ..." on the screen, select the required list of code changes, the old code to the new code needs to change, and press instead. The software will replace all the old codes with new codes in the data generated. And now users can delete the old code.
5. How to copy data from Excel file into EFFECT software?
- First, you mark the block and copy Excel data blocks. Then you open the input screen on EFFECT software, to highlight the first cell of the lines you want to copy below the detailed grid and press Alt + V.
6. How to export the report to Excel?
- EFFECT software supports users to export reports to Excel or Winword files so that users can edit or processed further (if necessary)
- To output the data from the report to Microsoft Excel, it’s mandatory that users view reports in table format.
- Then users will use the function buttons on the display report to export data to Excel or Winword file
7. Please Guide me how to view reports in EFFECT accounting software
Log on the Report-book viewing screen by clicking the "books, reports" on the function tree. Display screen of books and reports will appear.
Steps to view a report
- Select the table name needs to see, by pressing the Select button in the report as a group ("..." button to report the name box on the left) to select the report to view.
- Choose date to view reports by entering the number directly From the day in 2 boxes -date
- Set for report filtering criteria (if necessary). For example: View arising Balance of cash account, then enter 1111 in the box chains Account
- Press View to see the report in tabular form, or Click Home button to see progress report on the printed page, or press the Print button to print the report to the printer
8. How do I print from the software to write abstention votes during a power outage or when the computer is damaged?
EFFECT allows customers to pre-print blank checks/forms for customers to write by hand when the computer is out of order. The steps are as follows:
- Enter the data entry screen,
- Select type of forms/checks
- Press the printing button
- The software will perform the printing
9. How to switch from data input screen to report viewing screen without turning off the data input screen?
- You press the 3 dot button (...) near the screen closing button and select View reports&books.
10. What do I do when opening the program in the workstation and one error message shows up: “File qlbh.prg does not exist”
- Software error message pops up due to the fact that your computer is not connected to the server or the connection to the right part of the program on a server EFFECT incorrect. Ask your network administrator check the connection between your computer and the server.
11. How to export data from the found data table to Excel file?
- On screen "found data", press "F7", then click "Set field" and check the fields you want to export to excel, then click "Export to Excel" and select one of the entries:
- Give directly to Excel in the format of
- Files Offer. the format XLS
- Givenfile. XLS format does not follow
12. How to remove a saved document?
To remove a saved document you can perform the following steps:
- Search the needed document.
- Upon finding documents need to remove, if such document has only one business (a line) you can cancel directly with the F8 button
- If documents you need to remove are in many services, you can actually remove each position as either double-click on documents required to obtain certification from the remove entry screen
- Then click "remove" to remove the selected documents.
13. I use the search screen to search for data. But when I finish, I can only see my data without the data of others. So how do I do to be able to see the data of other users which have been entered into the software?
- The reason you do not see another user's data is so you do not have right to allow others to view your data. Please contact the system administrator program EFFECT (Supervisor) your rights to be distributed further.
14. I want to change the password, how?
- You want to change your password, do the following steps:
- Opening screen "User Administration"
- Enter the new password in the two fields: Password and Retype
- Save your passwords
- One red frame appears, asking you to enter your old password.
- Type the old password and click OK
15. I want to lock the system so that no one could modify the monthly figures, how I should do?
- We can lock the system up to a certain point, not aimed at anyone, edit or enter new data into the interval in front of the correct key milestones as follows:
- Log on the system
- Get to the List
- Choose Category "base unit"
- Enter required locking dates to "Locking date"
For example, enter 31/05/2010 in the box, the system will lock repair data from 31/05/2010 and before. The user will not enter or edit data on 31/05/2010, 30/05/2010 and before.
16. I have an expense account which is 64 278, but when I perform the function "Finalize and determine business outcome" and view the report, there is still account balance. What should I do?
- When you add new accounts related to revenue, cost (no account ending balance), then you must report such accounts on the table without moving the account balance.
- The way to declare as follows:
- Opening screen "FS determining Transfer"
- Click "Create table transferred from the account table"
- Check that you have all the account level 1 need not switch
- Press X at the corner table plays forward Level 1, program appears the message: "Are you sure you move from table to table creation account?
- "Press the button.
- Click the X button to close.
- So your new account has been declared more.
17. I want to create a new account using EFFECT software, how should I do?
- To create a new account , take the following steps:
- Open the screen "User Administration"
- Press the button 3 dots (...) located next to the USER NAME section
- Press Ctrl + I to create a new line in the list 1user
- Rename the new user
- Provide the password and grant User rights
18. How to start EFFECT software?
- To open software EFFECT user clicks on the icon EFFECT on the screen, then select your username. Next, enter a password in the password box and click "Continue".
19. I wish to classify product portfolio and distribute to each staff for management. Can EFFECT Accounting find a way that each staff can only see his type of product he is in charge, because otherwise there will be confusion?
The accounting version EFFECT (EFFECT-Small version except only 1 user) allows filter condition list and assign the filter conditions for the user (users). How do the following (you must be logged in as a Supervisor or person entitled "Put Rights"):
- On Windows screen User Management.
- Click "filter conditions" table, if does not have a filter condition you want, press Ctrl + I to add new items.
- Press F2 to set the new entries: Name filter conditions , and a list of strings alias filter conditions.
- Exit form and select the User you want to limit.
- Click the button "panel filter conditions" and marked with the spacebar in the newly created line conditions. User will be limited to selected lines anywhere on the current software catalog table respectively.
So you need to give each user a filter condition line by commodities. This filter condition can be the first character of the commodity product code (if you set the filter string (eg left :) (ma) = 'ABC') or name the target number of classification (as that you set the filter string (for example :) LOAI_TB = 101).
20. How to learn to use EFFECT software the fastest possible?
EFFECT both the packaged product lines and customize. You can use the tools of the EFFECT EFFECT-Interactive Help to learn how to use the packaged version and the general use of the customization is the fastest version
Help is EFFECT-Interactive tools guide the user to interact with a visual, lively and not boring. Software out the step by step instructions for users to learn how to use the software on each individual item or process instructions used. You should read the manual (short, obviously), then direct practice on software, then the subsequent manipulation instructions, then practice ... The instructions appear on the screen you are manipulating the interface very intuitive and vivid than any guide book or resource use separate software.
EFFECT-Interactive Help is installed in all versions of EFFECT accounting software. For packaged software versions, immediately after installing new software and login, you will be exposed to the interface of the Interactive Help and receive "dedicated" instructions by EFFECT.
21. What do I do when the funnel-shaped button located on the right of the date cell in the data input screen to view the data, the data table contains too many columns not related to current operations?
Table has multiple columns can make you eye confused, for example: Transactions not involving fixed or warehouse still appears in this column of the table.
(NOTE: Only effective to customized version).
o You must reconfigure for business (Type ph) by pressing the "Op" -> "Other Configuration", then press the "..." button of the "Display Data Structure" . Uncheck the columns of data that you do not want to appear.
22. How to view and edit the data that has been entered to the input screen?
You may not know how to perform this simple task without specific instructions. Way to do is as follows:
o Click the button to the right hopper box "Date" or press Alt +0 (Alt + zero). The table contains data out of current operations and therefore you enter (data not shown other people if you do not have permission) Record pointer to the last run. In this table you can edit the data directly (like in Excel), or use the Ctrl + F, Ctrl + G or F4 to find documents you 'd like to see, edit. When you run the cursor to edit documents you may need to press F2 to bring up the data entry screen as you enter and edit new documents.
23. How to set the default value for the data input cell?
Setting the default during data input increases productivity. For example: Storekeepers when importing or exporting materials already has his warehouse named after him.
o The default setting is only available in customized versions. To do this, set the configuration tasks for input operations must be carried out meticulously. The operations for each person (as storekeeper for each) must be declared separately, and put the right place for professional default. Press the "Op" -> Set the default entry screen after selecting a professional to set the default data.
24. During data input, how to choose the name of clients, goods… the fastest possible?
The act of choosing a name (item) from a given list to give any input box on the data entry screen operation is carried frequently. So if you optimize this act, the data entry work will be done much faster.
- If you can remember the name of the code relative point (client code, goods code ...) and have a habit of points selected according to character code list, you can select an item from the list by typing the first letters the corresponding code in the box on the entry screen, press TAB or Enter to continue existing table and select with the arrow keys and Enter.
- In case you do not remember the characters begin to remember that only certain strings from the code lists in points (such as memory 001 strings of code 'VL001'), the filter string you enter after typing'' sign (you entry 01), then press TAB or Enter to select the table.
- From version 3.0 or higher, you can enter the first letters of the code, and then enter a string followed by a few filters from the column "Name" separated by commas. This way you can create for the selected item from the list of groups (the first letter of the code) associated with the filter string by name.
- In cases where the code list can not (or do not want to choose according to the code), you select a category name on the principle of filter strings. You hit the box corresponding filter string in a text entry screen, press TAB or Enter to enter the menu and select with the arrow keys and Enter. Here, you also need to remember strings of characters representing the name of the list (customer name, goods and expense items ...). You will remember these strings because the data entry takes place daily repetitive. With version 2.0 or less, you only get 1 or 2 strings separated by commas filter but from version 3.0 or older, you can judge the amount of unrestricted filter string.
- Where the list contains too many entries (eg over 10,000 points list) and you choose to follow the code or by 2 tables that filter out strings still have a lot of lines to find the line leading to the need to select difficulty, then you can perform it in two ways:
- Use Ctrl + F while in the column "Name" to enter the search string. If the first is not to find the desired line, then use Ctrl + G to find next until found (note: Ctrl + G to find work to manipulate Ctrl + F times before even when you exit the program to go back to the list).
- Use the F4 function select ">> Contains" (when in column "Name"), enter the filter string to collapse the table and find items to choose an easier way. When tables collapse and then you can continue to use the Ctrl + F, Ctrl + G or use the F4 key.
25. How to run to an input cell the fastest possible?
Many users only use the arrow keys or mouse to run the desired input cell (to edit or delete the data on it). However, these ways are very slow. (for the slow key running, or you may go too fast and pass the desired cell...). These ways can slow down data entry operation.
- Chi fastest way is to use hot keys: For example: Press Alt +9 will run right to the "Interpretation" ... To know hotkeys of the input box is, you just put your cursor in the box that input, stop for a moment and see inform hotkey (ToolTipText) right at the cursor, remember to take this hotkey to use later.
- You can also change the hotkey of the input box by pressing Ctrl + Alt + K to redefine the table hot keys for input box.
26. How to choose a operation (type of document) the fastest possible?
If you have to update data for many different operations (the import, export, revenues, expenses ...) in the only data input screen of EFFECT software, the fastest way to choose the right operation to input data also helps to increase the productivity. There are ways to select the desired operation:
- If you're new to EFFECT (not the familiar name of business), you can use the mouse to click on the "..." button in the upper left corner of the screen and select operations with a mouse. This relatively slow because the mouse to move, but easy to implement.
- If you have "remember" the name of the business is relatively clear on the screen after inputting (or after pressing Alt + M, selecting new documents - The cursor changes to a box), enter the unique string of pressure on the business name cell, press TAB or ENTER will display only the transactions containing the string you entered, use the up and down arrow keys and Enter to select the desired operation. If the string is present in only characteristic of the business name you want to choose that are not present in the name of another business, the business will be out soon, but you do not have to select from the table.
- You can enter 2 or 3 strings now want to select characteristic (separated by commas) to select the desired service right now (please take the time to find out the string has championed characters specific to each position and remember - similar to the following code of professional use only).
