KeyOps:
the newsletter
for key operators
of DDMS systems
Welcome! The Key Ops newsletter is designed to help
key operators get the most out of their DDMS systems. The
newsletter features timely articles to keep you up to speed
on new software releases, frequently asked questions, training
opportunities, technical tips and how-to articles.
2009
The Year-End KeyOps has three sets of period-ending instructions, or RoadMaps (Calendar 12, Tax Month 12, and Fiscal Y).
Depending on when you close your books and what month it is, you only need to follow the instructions that apply to you. To make it easier to follow the right set of instructions, we extracted three handy digital (Adobe Reader PDF) editions that are tailored to each year-end roadmap.
The best way to determine which edition to use — and to have access to the PDF files — is to answer a few questions online (www.DDMS.com/support/pubs/roadmap/).
 Year
End Key Ops December 2009 Standard Edition
Greener Than Ever: The Year-End KeyOps 2009 newsletter is again published only online in Adobe portable document format (PDF), as part of ongoing initiatives to go green. To markup your PDF files the paperless way, the latest free Adobe Reader desktop software (link to Adobe download) lets you use Comment tools to highlight and cross out text (links to Adobe help) and add "sticky notes" (links to Adobe help) and checkmarks using a Sign-Here stamp (links to Adobe help). (Comment tools do not appear in browsers, but are in the desktop Reader software once you save the PDF & open it on your machine.)
www.adobe.com/products/acrobat/readstep2.html
http://help.adobe.com/en_US/Reader/8.0/help.html
New SQL Report for A/R Trial Balance: Have you ever wanted to re-create an A/R trial balance from a prior year? Previously this was not possible in the text-based (OR-B) report after closing general ledger. But in DDMS 8.19 or higher, SQL A/R Trial Balance reports let you specify an aging date and 30, 45, 60, or 90 days past due, for all unpaid invoices at the end of a period. We'll publish more details soon. (Meanwhile, you can find general instructions in Setting Up & Using SQL Reports for DDMS.)
Executive Dashboard. Rest assured, the new Executive Dashboard (in DDMS 8.19 and higher) does not change your year-end procedures. It provides a graphical, SQL-based, real-time, privileged overview of your company’s cash flow, with totals based on data previously presented in the text-based (PD) President’s Screens. For detailed instructions on using this new tool, see Executive Dashboard (pdf).
Close G/L Period At Your Convenience: Did you know? If you're running DDMS 8.13 or higher, you don't have to wait to close General Ledger while you make all postings. If you find postings later that need to be added or corrected, you can reopen prior year periods as needed for batch postings, and re-close those periods afterward. For detailed instructions, see Close G/L Period (pdf).
Note: If you are still only using text-based software or if you have not loaded DDMS 8.13 or higher, the updated instructions in the 2008 edition do not apply. Please refer to the 2007 edition of the Year-End KeyOps.
Throughout the newsletter, we've updated filenames, years, and page numbers as needed. As always, you will find timely answers and checklists on: using DDMS® navigation conventions, personalizing your Roadmap of period-end procedures, printing tax forms, and archiving this year’s data.
See also Period End FAQs.
See also KeyOps Archives back to 1998.
Year-End
2009 procedures for the ASP platform
DDMS customers on the ASP platform receive separate instructions via email (Year-End Hints 2009 for ASP Customers) to reflect unique procedures. The Special ASP Edition of the Year-End KeyOps includes all the updated features of the standard Year-End KeyOps. However, the ASP Year-End Road Map, ASP Year-End Tips, ASP Year-End Backup and Day-End Schedule, FAQs on Renaming and Merging Sales Journals, and all other procedures do not include any steps that do not apply to ASP customers.
Year-End 2009 Key Ops for UNIX platform
DDMS customers on the UNIX platform receive separate instructions via email (Year-End Hints 2009 for UNIX Customers ) to reflect unique procedures. The Special UNIX Edition of the Year-End KeyOps includes all the updated features of the standard Year-End KeyOps. However, the ShutDown and Backup steps and all other procedures do not include any steps that do not apply the UNIX operating system.
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