Tip of the Month
for June 2010
Daily
Business Summary
The Daily Business Summary
display provides critical management information for all the
key areas of your company's business. The
information is updated each day during the nightly end of
day processing and all the supporting reports and detail are
easily available in this one screen. This screen is
ideal for office managers and business owners.
- Totals are calculated
and displayed for the company as a total, but also for
each warehouse individually.
- In addition to
viewing totals, the support reports and registers that
generated the totals are easily viewable. For
example, the screen displays the total value of the
Inventory. Using the
icon will display the complete Inventory Status Report
that generated the total figure. Clicking on the
icon will display a summary Open Purchases Orders Report
to view details of how the total of the open purchase
orders was calculated.
- To enable the icons
on the toolbar, the desired reports need to be enabled
during the day-end processing. Some reports
are generated automatically by the system, such as the
Invoice Register and the Inventory Status Report.
Other reports are optional and need to be enabled to
spool each night. To do this, go to System
Management > Answers Software Maintenance > Batch
Processing Data Entry. Click on the "Daily Task"
button. A list of all available day-end programs
will be displayed. Enable the reports you wish to
see icons for. These reports are not printed,
but will be spooled and then available through their
respective icons in the Daily Business Summary.
The reports with icons in
the Daily Business Summary that you may need to enable
are:
Daily/MTD Billing Report
G/L Trial Balance Report
Detail Open Order Report
Open Purchase Order Summary Report
Bookings Report
A/P Detail Aging Report
- In addition to the
specific report icons already available, your company
may have other reports or inquiries you wish to view on
a daily basis along with the Daily Business Summary.
You can create a custom "quick link" menu within the
Daily Business Summary. Your custom "quick
link" menu is available by clicking on the
icon. Your list of reports or programs will be
displayed for you to choose from.
- To add options to your
Daily Business Summary quick link menu, find the option
on the standard Answers menu and right click to add it.
For example, to add the Salesman's Commission Report to
your Daily Business Summary quick link menu, go to Sales
Analysis > Reporting > Monthly Reporting > Salesman
Reports and right-click on the Salesman's Commission
Report. Select the option to add to the Daily
Business Summary Quick Links.