Eastern Virginia User Group Meeting 2010

User group meetings are a great opportunity to get together and discuss new ideas.  Because of the economy our users have been unable to travel the past few years so with our users' help Capital Software is launching a new and exciting idea.

ON LOCATION USER GROUP MEETINGS

15 Eastern Virgina Municipality Users joined us on location in Virginia.  One City graciously hosted all of us.  Jeff McDonald, Capital's Manager of Client Services, traveled onsite for a one day visit covering a variety of topics.  Following a tight agenda, Jeff was able to highlight exciting new features in the 2010 updates, discuss and teach situational processing and everyone had access to an indepth question and answer period.  The energy was great.

We received many positive emails from these users about the new release and the overall team approach to learning and future product development.  One such nice comment was sent by Neil Showalter, Finance Director of Mt Jackson VA.

"Hi Jeff,

Just wanted to thank you for coming all this way to meet with us in Woodstock yesterday. I thought your presentation was informative and helpful and a productive use of time for all of us there.
Hope to see you again soon."

"The local user group idea makes it possible and affordable for all of us to get together while being smart with time and money.  We are going to work with other regional users across the country to schedule more dates.  It is very exciting," added Jeff McDonald.

To discuss hosting a regional users group contact support at support@capitalsoftwareinc.com.



Using Terminal Services with Capital Apps

The more complex networks get and security rights become, the harder installation, setup and overall performance is slowed down.

We are encouraging our clients to consider using Microsoft Terminal Services to win the network battle.

Brief explanation: Capital Applications are installed on the server. Users use a brower to securely access their Capital application on the server from anywhere.  Reports are configured to run naturally on your local printer.  The benefit is that network traffic is eliminated, setup is easy, issues with workstations are minimal and updates take place on the server making it easier to manage.

Amber at Christiansburg, VA had this to say about using her property tax program with Terminal Services
"We recently started using Terminal Services after having many issues of slow posting, error messages, locking up, etc. Since then, all of our cashiers have been able to post at the same time and the processing time has decreased incredibly. I can do my corrections much faster that we have ever been able to in the past. It would take a very long time to process when writing off multiple years of interest, especially if someone else was trying to post a payment at the same time. It has really improved the speed and efficiency in which we operate and has really improved our processes. I wish we would have did that much sooner!"

Terminal Services is very affordable and we encourage you to talk with your network person about implementing Terminal Services.  Often you can install Terminal Services on a newer existing server.

Email Capital Support if you have an interest in discussing using Terminal Services.

Chris Sturm

Printing Crystal Reports in a Terminal Services Environment

If a terminal services environment is being used to run Capital Software applications there is one thing that must be done on the server for the crystal reports to work.

On the server there should be a folder called c:\windows\crystal, copy the crystal folder (holds reporting .dll’s). Once copied, in Active directory, each user should have its own home directory defined in the properties of his/her account. Under that folder there should be a windows folder, paste the crystal folder that was copied before into each of their windows folder in their home directory. This should take care of the reporting issues that are being observed.

Date Driven Reports in all Capital Programs

In the 2010 product releases, users will enjoy more date driven control in financial reports. These reports are based upon the gl transactions created behind the scene by the products so it is important to understand these reports in order to get the most out of the software.

In all Capital Software revenue programs, when a charge is added, modified or paid the system will create historical transactions at the time of the transaction (AR transactions must be turned on in the tran code in order for the system to make entries when charges are applied or edited).  Capital recommends turning your AR transactions on for every tran code to enhance your reporting experience whether you are tracking AR entries in your accounting software or not.

The 2010 products include new or improved reports in the following areas:
Daily Balancing Cash - This report displays all payments by session in detail and is a critical daily balancing tool.  This report reads directly from the gltran database so if a payment was made it will appear on this report.
AR Distribution - Whenver a charge is applied (like a billing or monthly interest) or adjusted your Accounts Receivable is effected.  You can run this report for any date range and see the amounts. This is only AR not payments.
Fiscal Audit with Ageing (GL AR BASED) - Enter a starting and ending date and this report will display (by due date) all charges that have been billed, adjusted, penalties, interest, payments, credits, reversals, writeoffs and ending balancing as of whatever ENDING date you enter.  This is a great audit tool when looking at a specific fiscal year.
Aged Trial Balance by Code (GL BASED) - Enter an ending date and this report will display every tran code outstanding as of the ENDING date.  Each tran code is grouped by due date so you know what is applied, received and outstanding for that code/due date as of ending date.
Aged Trial Balance by Due Date (GL BASED) - Enter an ending date and this report will display every tran code outstanding as of the ENDING date for a due date.  You know what is applied, received and outstanding for that code/due date as of ending date.
Trial Balance Account Summary and Detail (GL BASED) - These reports allow you to analyze a single account or multiple accounts.  The report will display every line item on an account in the start and ending date range entered.  This is very helpful when looking at an account over time and explaining what has occurred.

CHARGES TAB vs. GLTRAN
Older reports like the original aged trial balance (which reads data from the Charges tab) are still available in the system but these reports are not date specific.  Some reports like the applied charges have been removed in exchange for the new GL based reports for created accuracy and to take advantage of the new system features.

We hope you enjoy these new reports.  Remember that the system will make AR entries from the point you turn the AR function on in the system.  It is not retroactive and can not recreate old transactions.

Thank you,
Capital Support Team.

Important Note about the Transaction Journal Reports

Capital Software has within its applications a large arsenal of reports in which to access and display our client’s data. Two of the most utilized weapons in that arsenal are the transaction journals. In particular the Transaction Journal by owner which is a detailed report that displays all pertinent detailed billing information for each individual account, and the Transaction Journal by Service which is a summarized report showing again all pertinent billing information for each charge line or Tran Code that has been place on each account. In more simple terms these reports show our clients the data for every bill that is being sent to their customers.

These powerful tools are real time reports. For example,this meaning that when any payments or reversals are performed the data changes to reflect these changes. These reports are entirely parameter driven (as are all crystal reports) and in this case that parameter is the due date. It is important to keep in mind when using these reports if the due date that is listed on the charge tab within the program does not fall in between the date range entered when launching, the data retrieved on the report may not be what was desired.

It is import to again state that these reports are real time and due to this feature this report is not capable of pulling information from a fixed point in time. There are points in time reports that may be used for that function. Using a report for a function that is was not designed is not recommended.

If the reports that have been provided within our software do not pull the information in just the format you require, please contact Support@capitalsoftwareinc.com and let us know what you desire. We will be able to let you know if a report already exists that will show that and if not we will research the issue and let you know if it is possible to create the report and if so the any possible fees.

Important Reminder when Running Delinquent Reports

It is important to remember when running any of the delinquent reports with in CSI software to first press the Delinquent Query for Reports-Run First Button. This will launch a sql query that will pull all of the delinquent information into a data base file called Delinquent Master , allowing the delinquent reports to pull their information from this table. If you attempt to run the reports with out first pressing the button your delinquent information may be inaccurate.

CSI Upgrade Installation Instructions

Upgrade Installation Instructions

Welcome
Thank you for selecting a Capital Software application. Please read this entire installation instruction sheet to ensure a satisfactory installation.

Contact Information
If you experience any problems during the installation process, you should email your question to support@capsoft.ws. Email submissions will be answered in the order they are received.

Location of Installation
This program is to be installed on the computer that houses the old program. If you are working on a network environment then this needs to be done from the server. If you are working on a standalone computer, this installation needs to be done on that computer.

Standard Installation Process

1. Receive Download site or CD
2. Print installation instructions (pdf)
3. Install version
4. Upgrade from existing Capital Program(s).

Note – The new 32 bit application you are upgrading to must be completely installed.

Step by Step Install Instructions

1. Download or insert CD into computer.
Click START / RUN.

2. Type d:\setup.exe and push OK. Replace d with whatever your CD Rom drive letter is.
When the screen launches, click YES to continue Upgrade install.
When the Welcome screen appears, click NEXT.

2a. If the setup.exe is downloaded locate the setup.exe and double click it.
When the screen launches, click YES to continue Upgrade install.When the Welcome screen appears, click NEXT.

3. Click NEXT for the default directory (UPGRADE) and NEXT for the application name. Click INSTALL and wait for progress bar.

4. Double click on shortcut.

5. Choose the type of system you are upgrading from, 16 bit or 32.

6. Then choose the program you are upgrading. Then click NEXT.

7. Click the choose directory.

8. A windows browser will appear. Choose the capital program file folder. Click OK, the Click NEXT.

9. Click Upgrade.
It will say at the bottom Process Finished. Click the close (X) in the top right corner.

Congratulations, you have upgraded your software with your existing history from your old program.