Objects that can be deleted

After the customer's data has been converted and all data has been set-up, the following can be deleted from the "program" database. By deleting these objects, it will take less time to compile and there is about 1-2MB reduction in size of the program database.

• Tables
  • Predefined Chart of Accounts
  • Predefined GL Report Groups
• Queries
  • Import QB Update Bank
• Forms
  • Import Wizard
• Reports
  • Predefined Chart of Accounts
• Modules
  • Import Data Files

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Month End Reports

We have had the question from customers running the Yes I Can application as to what reports should be run at a month end. The following is a list of recommended reports that should be run.

Of course, each company's needs will vary as to what reports are needed. There will probably be other reports that will suit your needs. Keep in mind that Yes I Can retains all data, so that almost any report can be run at anytime.

Our recommendation is if you don't need or look at the report at a month end, don't waste the paper. The items below with a red font are highly recommended.

Accounting

• General Journal Report
• Checks by Bank and Ledger Account
• Balance Sheet
• Income Statement
  

Banking

• Bank Account Transactions by Type/Date
  

Customer

• Collection Report (Serves as an Age Trial of customers' outstanding balances)
  

Sales

• Payment Detail Totals - Monthly
• Sales Tax Report by Tax Rate
• Sales Persons Commissions
• Invoice Sales Person Analysis by Month
• Invoice Customer Analysis by Month
• Invoice Manufacturer Analysis by Month
  

Inventory

• Stock Mgmt - Inventory Items Overdue
• Stock Mgmt - Inventory Items Low Stock

Purchases

• A/P Detail Aging by Supplier
• Payables Paid Detail Totals - Monthly

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Resolution Size

In order to display correctly, the resolution must be a minimum of 800 x600 and small fonts must be used.

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Import to Excel

Access provides the ability to import a report directly into an Excel spreadsheet. For some Yes I Can reports, this does not always work correctly. This is usually caused by heading formats that causes confusion in Excel. The following provides a tip on how to get around this problem.

• In Yes I Can, display the report in preview mode
• Click on Tools
• Click on Office Links
• Click on Publish it with MS Word (This will open Word and display the report)
• Click on File
• Click on Save as
• Change the type of file Text Only
• Provide a file name
• Close Word
• Open Excel
• Open the saved text file (Excel will display import options)
• Select Delimited (Should be the default)
• Click on Next
• Make sure the Delimiter tab option is checked (Should be the default)
• Click on Next (Verify the columns are displayed correctly)
• Click on Finish
• Data should be imported into correct columns

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