How do I design a query that will show only one
member of the family?
How
do I run a query with a list of people in a particular category?
How
do I run a query of all the anniversaries in May regardless of
the year?
What
is the hot key and password for deleting invoices?
How
can I set a group of people or an entire category that were
already billed to be unbilled?
Why does the category screen start up every time
with the "Displayed List Disabled" message and what
does that mean?
Why
do I get the message " The total indicated is greater than
the amount remaining. Please adjust"
When
I generate my bills I get last years dates. Why?
Where
can I find "Help" for a specific screen in Chaver-ware ®?
What
is the difference between dragging and dropping to make a
category assignment, the "Add Link" button, and the
"Add Default Link" button?
How
do I select more than one record in a list?
How
do I issue a credit for an item that was incorrectly billed to a
member?
What
does this message mean? "F:\Chaver2\Data\Data.mdb isn't a
valid path"
Is
Chaver-ware ® 2.X compatible with Windows 98®?
Is
Chaver-ware ® 2.X compatible with Windows NT®?
Is
Chaver-ware ® compatible with Peachtree ® 5.0 or 6.0?
Is
Chaver-ware ® compatible with Microsoft Word 97 ®?
What
do I do if a member’s check bounces?
How
do I issue a refund check to someone?
Q. How do I design a query that will show only one member of the family?
A. Add a line to the query that reads-"Status = Parent1"
A.You need to add a line that reads - "Lastname Like *" this will add the people who are in the category to this query.
Q. How do I run a query of all the anniversaries in May regardless of the year?
A. On the line where you specify Anniversary, choose Like and then type 5/*. This will give you all May anniversaries in every year.
Q. What is the hot key and password for deleting invoices?
A. The hot key is Ctrl-X and the password is CHAVER
Q. How can I set a group of people or an entire category that were already billed to be unbilled?
A. Go to the Generate Invoice Data screen. Click on the radio button labeled "Billed". Select the links on the right hand side that you want to unbill and then click Ctrl-U.
A. This means that the list of linked individuals that normally shows on the right hand side, is currently not showing. The reason for this is that it takes computer time, (different amount of time based on the computer system and the size of your databases) to generate this list. Most people don't work on the first category in their list of categories so we have disabled this list when you first go into the category screen. In order to display the list uncheck on the upper right of this screen the check box "Disable Displayed List".
A. You need to update your Chaver-ware to the latest version. Please go to our Download page to do this.
Q. When I generate my bills I get last years dates. Why?
A. This happens if you are using bill types and you haven't changed the start year for the bill type. To fix this, click on Maintain, Bill Types, and for each bill type that you have defined, change the start year on the bottom left of the screen to the correct year.
Q. Where can I find "Help" for a specific screen in Chaver-ware ®?
A. You can enter our help system either from the menu Help option or by pressing F1 on your keyboard. When you press the F1 you are brought directly to the help for the screen that you are on.
A. When you drag and drop it is the same as the "Add Default Link" button, which for a billable category will assume the defaults that you have set up in the category "Billing" tab. The "Add Link" button will bring up the configuration screen for you to modify the link's information. If you have chosen the default method then you can always change this information by selecting the individual on the right hand side and click the "Config Link" button.
Q. How do I select more than one record in a list?
A. To select a contiguous list click the first item in the list, then hold down the shift key and select the last item list. This will select all entries between. To select a group of non-contiguous people click the first item and then hold down the Ctrl key and choose the next.
Q. How do I issue a credit for an item that was incorrectly billed to a member?
A. If the item was completely wrong, meaning that Mr. Cohen was billed for an item that Mr. Schwartz should have been billed or Mr. Cohen was double billed for a particular item then follow this procedure; otherwise contact our technical support staff for further information. Modify the link for this individual in this category.
1) Do this by clicking on Tasks, Billing, Generate Invoice Data.
2) Choose the appropriate category.
3) Click on the check box to enable the displayed list.
4) Click once on the individual in question and click on the "Config Link" button
5) Change the amounts to negative numbers. Do this by typing "-" before the number. Once you leave that field it will show the number in parentheses like this $(500.00).
6) Click on Save
7) Click on Invoice selected
8) When prompted for the date enter either today's date or the date of the original transaction depending on whether it is in the same month as you are currently in.
9) Once this is done you can close this screen and proceed to apply this credit to the open invoice.
10) Click on Tasks, Cash Receipts
11) Click on the "Add Payment" button and choose the appropriate family
12) Both the invoice and the credit should now appear in the bottom section titled "Open Invoices"
13) Enter the dates appropriately and enter "Payoff" or something similar in the Reference box. DO NOT enter an amount in the "Amount" box.
14) Click first on the credit line and then click OK. This will fill in the "remaining" amount exactly the amount of this credit.
15) Now click on the item that you want to remove. It should be the same amount. Click OK and your amount remaining should now be $0.00
16) Click on the "Post Payment" button and you are finished with this process.
Q. What does this message mean?
A. This normally means that you are not connected to your network. Double click the icon normally found on the top left of your Windows 95/98 desktop titled "My Computer". If there is a RED X on top of the drive icon, then indeed you are not connected to the network. Either restart your computer or contact your network system administrator for assistance.
Q. Is Chaver-ware ® 2.X compatible with Windows 98®?
A. Yes, Chaver-ware ® 2.X has been tested on Windows 98® and we have found no problems with it. In addition, don’t forget that Chaver-ware ® 3.0 will require either Windows 95® or Windows 98® to run.
Q. Is Chaver-ware ® 2.X compatible with Windows NT®?
A. There are actually two answers to this question.
- With Windows NT® as a Server and Windows 95®/98® as workstations there are no known problems and Chaver-ware ® works fine.
- With Windows NT ® Server, we have also found no problems with Chaver-ware ®, however our File Version routine may report incorrectly under Windows NT ® Server.
Q. Is Chaver-ware ® compatible with Peachtree ® 5.0 or 6.0?
A. Chaver-ware ® is only partially compatible with both Peachtree ® 5.0 and 6.0. Unfortunately Peachtree introduced a bug in their DDE (Dynamic Data Exchange) portion of their program. DDE is the method that Chaver-ware ® uses to communicate with Peachtree ®. The bug causes Peachtree to ignore the "Cash" Account that Chaver-ware® sends it for Cash receipts and the "Accounts Receivable" account that is sent with invoices. If you are running on a Cash basis in Peachtree then the Accounts Receivable issue is a non-issue. As for the Cash Account, if all of your deposits go into one cash account this is also a non-issue. If however you make deposits to different cash accounts, please request our document "How to change Cash Accounts in Peachtree 5.0 or 6.0".
Q. Is Chaver-ware ® compatible with Microsoft Word 97 ®?
A. Chaver-ware ® 2.X is not compatible for mail merge with Microsoft Word 97® but Chaver-ware ® 3.0 will be. We recommend one of two solutions to this issue:
- Install a previous version of Microsoft Word ® either Word for Windows 95® or Word 6.0®.
- Use our export feature from the Query screen to create a Comma Separated text file, which can be used as the mail merge source in Word 97 ®.
Q. What do I do if a member’s check bounces?
A. On the "Edit Payment" form we have created a routine to handle "bounced" checks. Choose the check that has bounced and press "Ctrl-B". This will prompt you for a transaction date. The process will create a new cash receipt entry that is equal and opposite to the one you are bouncing and add a "B" to the end of the check number. This transaction will also be immediately transferred to Peachtree.
Q. How do I issue a refund check to someone?
A. This question also has two answers, depending on the situation.
You have a member who paid for something then withdrew and you need to not only issue the refund check but also issue a credit memo.
a) In Chaver-ware ® issue a credit memo for the amount involved.
b) Go into Tasks, Cash Receipts (In Chaver-ware ®) and enter a negative cash receipt and payoff this credit memo.
c) This will result in a Credit to Cash and Debit to Income
d) You now write an Accounts Payable check to the member for the same amount, and use the same Cash Account as the expense account on the check. This results in a Debit and Credit to Cash, and a net zero effect.
You have a member who paid earlier than anticipated and you want their bill to be re-opened on their account.
a) In Chaver-ware ® go to Tasks, Cash Receipts.
b) Click on the "Edit Payment" button
c) This will bring up a list of all cash receipts
d) Narrow the list to the family in question
e) Click on the check that was already deposited and press Ctrl-B
f) This will process as if it was a bounced check, and re-open the invoice(s) that the check was applied against. It will also enter into the Peachtree Ledger a Credit to Cash and either a Debit to income for a Cash Company or a Debit to Accounts Receivable for an Accrual Company.
g) Now proceed as in "d" above, writing a check to the member from your Peachtree ® Accounts Payable module, using the Cash Account as the expense account.