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Computer software for service based business

Mayl 2008

In this edition

  • Am-Win Support Solutions
    • The "Alloc" payment method of receipting a customer payment where you have not allocated a payment to the account when crediting a customer.
  • Business Tips
    • The risks involved when dealing with illegal software sellers over the web
  • Windows Tips
    • Windows Tips - Open search results in a new browser and configure Google to do it for automatically.
    • MS Word Tips - Using the spike and move whole sections of your document
    • Excel Tips - Recalculate macros whenever your worksheet is recalculated.
  • Whoops - Birdies, eagles and now bears
  • Jokes - Make sure that you read the bacon tree.


Survey

Please note that there is no new survey this month.

Feed back

Want to say something or submit a good article or joke. The e-mail address is webmaster@am-win.com.au  

AM-Win Support Solutions

Remember - All of the AM-Win support solutions published in the newsletter are added to our knowledgebase library. To access the library simply login to our website. 

The second article in the series - Payment Methods.

Customer Payments - the "Alloc" payment method of receipting a customer payment where you have not allocated a payment to an invoice when crediting a customer.

The "Alloc" method explained.

Alloc is short for Allocation and by using this method you are able to allocate an amount to an unallocated credit note.

Example. You have processed a credit for a customer [or supplier] but you have not allocated the credit amount to an outstanding invoice. This occurs when you have a credit note that cannot be allocated [no outstanding invoices] or you do not wish to allocate to an outstanding invoice when processing the credit.. The credit note is added to the transaction list and you will see this when you look at the enquiry screen for this customer.

Our example clip [below] from the customer enquiry shows this - Our customer paid his account [98.80] leaving a zero balance. He then returned some unwanted goods to us to the value of 34.00 but there were no outstanding invoices on his account. We wrote him a credit note for 34.00 and he has finished up with a credit balance of 34.00 [-34.00].

Next day he purchased goods to the value of 99.50 and his account balance stands at 65.50 because of the unallocated credit note as per the image below.

He then sent us a cheque for the outstanding balance of 65.50 - the balance outstanding because of the credit note. Note that when you open the payment screen you will see that the client has an unallocated balance of 34.00 and to allocate his payment to the new invoice we must now select the "alloc" [allocate] payment to process this payment.. 

So how do we allocate the payments correctly so that the payment is allocated against both the unallocated credit and the outstanding invoice.

In the payment screen select "Alloc" as the payment type.

Now type in the amount of the unallocated balance [the amount of the credit note] - in this case 34.00

Type in the cheque number and change the payment description if you feel that the default "Account Payment" does not sufficiently explain this transaction

Click the accept button. Now tag the relevant invoice by double clicking on the invoice. You will notice a green arrow next to the selected invoice indicating that it has been tagged and that the payment will be allocated to this invoice. 

Now click the process button. After you click the process button you will note that at this stage the payment screen shows a balance of zero. Don't worry about this as the screen needs refreshing so that it can calculate the new balances.

Close the payment screen and if you are working from the customer master file screen, the system will return you to that screen.

Open the customer payment screen again and call up your customer. The screen will be refreshed and will now show you the new and correct balances. You will notice that the unallocated balance is now gone indicating that your previous payment by "Alloc" has been successful.

Now we are going to receipt payment for the remaining balance 

We will now select cheque as the payment method. Note that if the customer paid you in cash then you would select "Cash" as the payment type

Now enter in the payment amount which in this case is 65.50

 

Click on the accept button then tag the appropriate invoice in the list 

Click the process button to process the payment.

Now open the customer enquiry screen to check your balances.

In our example the transactions have all been processed correctly and there is now a nil balance on the account. If you want to go further and check the 1010 or 1020 accounts [depending on the type of payment selected you will find a record of the payment in that account

Business Information

The risks involved when dealing with illegal software sellers over the web

From time to time, we receive email from someone who has come across another one of those too-good-to-be-true offers for cheap software and would like our opinion on the legitimacy of the company and the offer. Adobe Photoshop and other Adobe software is especially common in these software scams. We've all heard it a million times, but allow me the privilege of saying it one more time: If it sounds too good to be true, it probably is!

Even if you forget about the piracy issues, which as software vendors ourselves we obviously don't endorse,  there are real risks to you or more specifically to your bank account and through the illegal use of your personal details that could lead to identity theft when you deal with these software vendors.

Suckering you into buying something cheap and getting you to pay for it by credit card is a great way of finding out your bank account details and most of of the cheap software sites we have have checked out are trying to do just that.

Some even ask for your name and address, phone and e-mail details which is most unusual [and suspicious] especially if you are paying by credit card.

Here are some ways of spotting software seller scams.

Some of the warning signs that a vendor is not operating legitimately are:

  • If the price is way out of line from the prices offered by reputable, authorized resellers such as your local computer store or well-known online retailers.
  • If you go to purchase your goods and there is no secure padlock showing at the bottom of the screen. If there is no padlock then the payment gateway is not secure
  • If the seller asks for personal information your name and address, phone and e-mail details
  • If the merchant has a page on their site or in their FAQ explaining how they are legal, they probably aren't.
  • If the merchant's "terms of sales and service" page has a statement that you give up the right to initiate a charge-back [credit] through your credit card company, be very concerned. (Some will even claim the right to counter-sue you for fraud if you initiate a charge-back!)
  • If you are required to use a special number or procedure for activating your software before you can use it, you are likely getting a hacked version that bypasses the manufacturer's embedded product activation.
  • If the offer was received by unsolicited email (spam) or posted on an Internet message board.
  • If the product is advertised as an OEM, NFR, or academic version. (OEM software is only to be sold with hardware such as new computer systems. NFR stands for not for resale and is generally distributed for evaluation purposes and beta testing. Academic versions can only be purchased by students, teachers, and education faculty.)
  • If the packaging is inconsistent with the same products offered through reputable sellers.
  • If the product is advertised a "full version" but states that you will receive only CDs but no manuals or certificates of authenticity.
  • If the product is advertised as a "backup copy" with serial number.
  • If the seller states that the software can't be registered.
  • If the Web site address does not use a proper domain name, but a series of numbers instead (i.e. http://68.33.34.128).
  • If the company does not provide a full business name, street address, or phone number.
  • If the company offers no warranty or refund policy.

Here are some additional pointers for spotting piracy, directly from Adobe:

If an offer sounds too good to be true, it probably is. Check a reputable retailer site to look up the market price for the software. If there is more than a 20% discount on the MSRP without Adobe rebates, then there is a significant risk that the seller is:

  • Trying to resell OEM bundle copies without the required hardware
  • Trying to resell products unbundled from an Adobe Collection or Suite
  • Trying to pass off an educational version of software as a full retail version
  • Trying to sell a counterfeit or illegal product (usually provided on CD-R) with a cracked or bogus serial number
  • Trying to provide an upgrade version with a counterfeit previous version as a "full" version of the current software
  • Trying to resell a product stolen from a reseller or retailer.

Don't let official-looking logos on these sites fool you. Unscrupulous scammers are always devising new ways to dupe the public. And it's easy to copy company logos and post them on a web site to make it appear that the site owner is an authorised vendor.

And remember the old adage - You get what you pay for and you get nothing for nothing.

Windows Tips

Remember - All of the Windows, MSWord and Excel  tips published in the newsletter are added to our knowledgebase library. To access the library simply login to our website. 

Windows

Open search results in a new browser and configure Google to do it for automatically.

Have you ever used a search engine and found what looks like a great site that will give you exactly what you're looking for,  only to find when you open it that it really has nothing to offer.

We were watching a client searching for something on Google the other day. In went the search phrase and up came the search results - a whole screen full of great search returns all relevant to the search phrase.  She clicked on the first result and was taken to the selected web site but she lost all of those other great search results when the new site opened over the Google results page.

So we sat down for a couple of minutes and showed her not only how to open the search links and still keep her original search results but how to open several links at once to increase her chances of finding exactly what she wanted.

The secret is to always open the search results links in a new window.

Here's how:

Try searching in Google using the search words "great recipes".  Once the search results are displayed,  instead of clicking with your left mouse button on the blue link in the search results use your right mouse button.

This will open a menu - select open in a new window or if you are using Internet Explorer version seven you can select open in a new tab.

The selected website will now open in a new window leaving all of your search results intact in the original window. Now while you're waiting for the web site to open with information about your recipes try flicking back to your search results and open a couple more links in a new window. These will open while you're perusing the pages of the first site that you opened.

If you think that opening the search results is a good idea you can set Google so that your search results open in a new window automatically. Here's how:

On the right hand side of your Google search box you will see the word preferences

Click preferences and the Google search preferences screen will open

Scroll down to the bottom of the page and click the box that says open search results in a new window.

 

Click save preferences - now when you LEFT click on your search results they will always open in a new window.

Tip in a tip

While you're on the search preferences page take note of other preferences on the page. Sick of seeing unsavoury search results for example - try selecting safe search filtering to protect you from the seamier side of world wide web.

MS Word

The Spike

Summary: Everyone uses the Clipboard to make edits, but few people know of another powerful way to edit—using the spike. Once you understand how to use the spike, the way you do your editing may change forever. (This tip works with Microsoft Word 97, Word 2000, Word 2002, and Word 2003.)

Word has a feature that allows you to collect groups of text and paste them in another location. It is different than the Clipboard, which allows you to work with only one item at a time. The Spike is named after an old-fashioned paper holder onto which people poked papers as they were done with them. To collect information in the spike, simply select the text and press Ctrl+F3. This cuts the information from your document and places it in the Spike. You can continue this process, and Word will add all the selected text to what already exists in the Spike.

When you are ready to paste the information somewhere, simply press Ctrl+Shift+F3. All the information in the Spike (not just the last text you placed there) is deposited in your document at the insertion point. This action also erases everything in the Spike. If you want to paste the contents of the Spike without clearing it, you can follow these steps:

Position the insertion point where you want the Spike contents pasted. 
Type spike. 
Press F3. 

Summary - When working with the outline of a document, you can easily move whole sections of your document. It is as easy as selecting a heading and clicking an up or down arrow. (This tip works with Microsoft Word 97, Word 2000, Word 2002, Word 2003, and Word 2007.)

If you find yourself in the position of needing to revise the structure of a document, you can make the job easy by following these steps:

  1. Make sure you have used the standard headings defined in the Word styles—Heading 1, Heading 2, Heading 3, etc. 
  2. Switch to Outline view. (Easiest way is to click the Outline view icon on the status bar.)
  3. Select the head level at which you want to work with the document. For instance, if you must reorganize at the Heading 2 level, make sure you specify that you want "level 2" displayed in the outline. The way you do this depends on the version of Word you are using. If you are using Word 97 or Word 2000, click the 2 tool on the Outline toolbar. If you are using Word 2002 or Word 2003, use the Outline Level drop-down list on the Outline toolbar to specify Level 2. If you are using Word 2007, use the Outline Level drop-down list on the Outlining tab of the ribbon.
  4. Position the insertion point somewhere in the heading you want to move.
  5. Click your mouse on the Move Up tool to move the heading (and everything subordinate to that heading) higher in the outline. The Move Up tool looks like an up arrow.
  6. Click your mouse on the Move Down tool to move the heading (and everything subordinate to that heading) lower in the outline. The Move Down tool looks like a down arrow.
  7. When you have finished, switch back to your regular viewing mode. 

Excel

Summary: Normally a macro is only calculated when you specifically tell Excel to calculate it. Some macros need to be calculated whenever your worksheet is recalculated. This won’t happen unless you include a very specific command within the body of your macro. (This tip works with Microsoft Excel 97, Excel 2000, Excel 2002, Excel 2003, and Excel 2007.)


When you write a macro, it is designed to be run whenever you choose to run it. What if you need to develop a macro that will run whenever something changes in your worksheet? What if you want the macro to run automatically? This is particularly necessary if you are creating a custom function that you want to use within the cells of the worksheet.

This is where the Volatile method comes in handy. All you need to do is include the following statement within your macro:

Application.Volatile
This informs Excel that the results of the macro are dependent on the values in the worksheet, and that it should be executed whenever the worksheet is recalculated. For instance, consider the following user-defined function:

Function CountCells(MyRange As Range)
Dim iCount As Integer
iCount = 0
For Each cell In MyRange
If cell.HasFormula Then
iCount = iCount + 1
End If
Next cell
CountCells = iCount
End Function
This function, if used in a cell, counts the number of cells that contain formulas within a specified range. However, the function will only run the first time it is entered into a cell, or whenever the cell containing the formula is edited. If you want the function to recalculate every time the worksheet is recalculated, you would add the Volatile method near the beginning of the function:

Function CountCells(MyRange As Range)
Dim iCount As Integer
Application.Volatile
iCount = 0
For Each cell In MyRange
If cell.HasFormula Then
iCount = iCount + 1
End If
Next cell
CountCells = iCount
End Function
The inclusion of the Application.Volatile method means that every time the worksheet is recalculated, this function (macro) is again run.

Whoops

Jokes

We publish the joke section of the newsletter by popular demand. Please note that some jokes may contain adult themes and could be considered by some as offensive.  If you are offended by this type of humour please do not continue reading. We keep the joke section at the end of the newsletter and you will miss nothing by reading further. 

This is a very sensitive and important document

A young executive is leaving the office late one evening when he finds the CEO standing in front of the shredder with a piece of paper in her hand.

"Listen," says the CEO, "this is a very sensitive and important document here, and my secretary has gone for the night. Can you make this thing work?"

"Certainly," says the young executive. He turns the machine on, puts the paper in, and hits the start button.

"Thanks." says the CEO as her paper disappears inside the machine. "I just need one copy."

I want to become a great writer.

A young man went to a fortune teller.

Gazing into her crystal ball, the old lady asked, "What is your dream, young man? What do you want to do with your life?"

"I want to become a great writer."

"How do you define great?" she asked.

"I want to write things that the whole world will read, things that people will react to on a truly emotional level, things that will make them scream, cry, wail, howl in pain, desperation and anger."

The fortune teller reassured him, "It will be so."

He now works for Microsoft.... writing error messages.

The Bacon Tree

Two Mexicans are lost in the desert, wandering aimlessly and close to death. They are close to just lying down and waiting for the inevitable, when all of a sudden. ......

Hey Pepe, do you smell what I smell. Ees bacon I is sure of eet

Si, Luis eet smells like bacon to me.

So, with renewed strength, they struggle up the next sand dune, and there, in the distance, is a tree loaded with bacon.

There's raw bacon, dripping with moisture, there's fried bacon, back bacon, double smoked bacon...every imaginable kind of cured pig meat.

Pepe, Pepe, we is saved. "Eees a bacon tree.

Luis, are you sure ees not a meerage? We ees in the desert don't forget

Pepe when deed you ever hear of a meerage that smell like bacon?...ees no meerage, ees a bacon tree.

And with that ....Luis races towards the tree.

He gets to within 5 metres, Pepe following closely behind, when all of a sudden, a machine gun opens up and Luis is cut down in his tracks. It is clear he is mortally wounded but, true friend that he is, he manages to warn Pepe with his dying breath.

Pepe...go back man, you was right ees not a bacon tree

Luis Luis mi amigo...what ees it?

Ees... gasp gasp

Ees... gasp gasp

Ees... gasp

Ees...

Eees a Ham Bush!!

Until next month

C