DacEasy Version 14 Readme


Contents

This document contains the following topics:


System Requirements

The following system requirements are the recommended minimums for running DacEasy:

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Installation Information

Starting DacEasy

The DacEasy Business Center provides a single entry point for all DacEasy programs. Fast and easy access to your program is only one of the many benefits gained when you use the Business Center to access DacEasy. You can use any of the following methods to start the Business Center.

Creating a Shortcut on the Desktop to DacEasy Modules

In many operating systems you can quickly add a shortcut by holding down the Ctrl key and dragging the shortcut from the Start menu's subfolder to the desktop. If this does not work, proceed with the following steps.

To add a shortcut on the desktop

1.      Minimize all open windows so that the desktop is visible.

2.      Click Start on the taskbar, point to Programs, then Accessories, and then click Windows Explorer. Windows Explorer appears.

3.      Click the program file in the module folder.
Note: The module folders are subfolders of the program folder. The program folder is DacEasy if you accepted the default Destination path during Setup.

  -DacEasy Accounting-Ac14.exe in the ac folder
  -DacEasy Payroll-Py14.exe in the py folder
  -DacEasy Order Entry-Oe14.exe in the oe folder
  -DacEasy Point of Sale-Ps14.exe in the ps folder

4.      On the File menu, click Create Shortcut.

5.      Drag the shortcut icon from Windows Explorer onto the desktop.
Tip:
If you want to change the shortcut's name, right click the icon, and then select Rename. Type the new name and press Enter.

Adobe Acrobat and Printer Driver Information

The following forms require Adobe® Acrobat® Reader® Version 4 or 5 if printing the form to plain paper:940EZ, 941, Schedule B, W-4 and W-4+. The Plain Paper option is not available until you have installed the Adobe Acrobat Reader. The Adobe® Acrobat® Reader® installation is available on the DacEasy Version 14 CD.

To install Adobe Acrobat Reader, open the executable located in the Utility\Adobe folder on the DacEasy Version 14 CD. Follow the instructions on the screen to complete the installation. Before using the Plain Paper option in DacEasy Payroll, you must access the Adobe Acrobat Reader. The first time you access the Acrobat Reader, the Software License Agreement appears. Select "Accept" to agree to the Adobe terms listed. When the Acrobat Reader appears, you can exit the application. The Plain Paper option in DacEasy Payroll is now available for you to use.

For more information on the Adobe Acrobat Reader, visit their Web site at www.adobe.com.

If you experience problems when printing forms using the PDF format (which are 940EZ, 941, Schedule B, W-4 and W-4+), check to make sure you have the latest printer driver for your printer.

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Working With Pervasive

Reducing Conflicts With Other Products

DacEasy uses Pervasive.SQL 9.1 to manage the DacEasy data files. Conflicts can occur when running other programs that use different versions of Pervasive or Btrieve. To minimize conflicts, start DacEasy Version 14 before starting other programs that use different versions of Pervasive or Btrieve.

Windows Dial-Up Network Dialog Box Appearing

If you are accessing data across a network and you have TCP/IP Internet access set up to connect automatically, you may have a problem with the Dial-Up Network dialog box appearing every time you access the data on the network server. This is a known issue with Microsoft Windows and Windows applications that use TCP/IP.

To Set Dial-Up Networking Properties

1.      Double-click the My Computer icon on the desktop.

2.      Double-click the Dial-Up Networking system folder.

3.      Select Settings from the Connections menu.

4.      In the When Establishing a Network Connection area, select the Don't prompt to use Dial-Up Networking option.

5.      Click OK to save the setting.

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New Features and Enhancements

List of New Features

For a list of new features in each DacEasy module refer to the New Features Tour in the Business Center. Use the New Features Tour to familiarize yourself with the many powerful new enhancements available in DacEasy. Each new feature is presented in an easy-to-follow format. Once you are familiar with the feature , you can click the Take Me There button to go directly to that feature. To view the New Features Tour, view the Resources page in the DacEasy Business Center, and then click the New Features Tour link on the Content bar.

Features New to Versions 10, 11, 12, 13 and 14

For a list of features added to Versions 10, 11, 12, 13 and 14 refer to the Welcome topic in each module's Help file.

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General Information

Tested Environments and Hardware

Specific information about environments and hardware used when testing DacEasy is included in the Help. Refer to the Troubleshooting book on the Contents tab in the appropriate Help file for more information.

Interfacing With DacEasy Accounting

DacEasy Accounting Version 14 only interfaces with other DacEasy Version 14 programs. You cannot interface DacEasy Accounting Version 14 with a prior version of a DacEasy program.

Important: DacEasy Version 14 does not contain the Job Manager module, which includes both Job Costing and Estimating, which was provided in previous versions of the DacEasy product. If you are an upgrade customer, this version will not work with your Job Manager module. If you currently use, and want to continue to use, the Job Manager module, you should not install this product and return the package and its contents to Sage Software, Inc. Sage Software no longer supports version 12 which contains Job Costing. You may want to consider Peachtree by Sage Accounting which will convert your Job Costing information. To find out more, please contact our migration center at 877-495-9904.

Networking

If you are running DacEasy in a network environment, it is important that you use the UNC path to the data files on the network. Use the UNC path when adding your data directly from a module or when adding the data to a profile in the Business Center. Use the same UNC path on the server and all workstations.

Printer Requirements

DacEasy requires a printer driver on your computer, even if you do not have a printer attached to your computer. A printer driver is required to generate error log files and other output.

Note: If you experience errors while printing from DacEasy, confirm the printer is using a valid path and the printer's fully qualified share name is less than or equal to 31 characters.

Forms Setup

The program responds to justification settings on templates, which may cause unexpected formatting. If Justification is set to C, Center, the program now centers the selected field. Prior to Version 10, the program did not respond to this justification setting.

Changing the Date in the Cash Module

When recording cash receipt transactions in DacEasy Accounting, the transaction date returns to the program date after saving each transaction. Prior to Version 11 the transaction date used upon entering the first cash receipt was retained for all cash receipt transactions until you exited the Receipts dialog box. The change was required to properly view posted cash transactions from the Receipts dialog box. If recording several cash receipt transactions using the same date, click Options, and then select Date. Type the date, and then click OK to save the program date. Each cash receipt transaction recorded uses the new program date saved.

Allocating Memory in the Cash Module

If you are entering a cash receipt, cash payment or cash adjustment in DacEasy Accounting and the open invoices fail to appear for the customer or vendor, you may need to increase the amount of memory allocated to the Cash module. For more information, refer to the "Why do my open invoices fail to display in the Cash module?" topic in the Frequently Asked Questions book on the Contents tab of the Accounting Help.

Note: You can also run the Period End routine, which removes paid invoices from the Open Invoice file. Reducing the size of the file may allow you to see all of the open invoices without having to allocate additional memory.

Blank W-4 Form

A blank W-4 form is located on the DacEasy CD. This file, fw4.pdf, is located in the Utility\Forms\Payroll folder.

Registry Setting for Select Checks in DacEasy Accounting

If the memo line prints on the border when printing checks on Select Check forms in DacEasy Accounting, use the following utility to add information to your registry settings. This information changes the formatting and corrects the alignment.

To Add the Registry Setting Information for Select Checks

1.      Browse the DacEasy Version 14 CD. Double-click the Utility folder, and then double-click the Forms folder.

2.      Double-click the AddSelck.reg file.

3.      Choose Yes when prompted to add the information to the registry.

4.      Choose OK to continue.

To Remove the Registry Setting Information for Select Checks

1.      Browse the DacEasy Version 14 CD. Double-click the Utility folder, and then double-click the Forms folder.

2.      Double-click the RemSelck.reg file.

3.      Choose Yes when prompted to remove the information from the registry.

4.      Choose OK to continue.

Payroll Reports LookUp Sort Order

Due to the broadened sort capabilities of the Enhanced LookUp Engine, LookUps accessed when printing Payroll reports sort according to the sort last selected for the LookUp. Prior to Version 11 the LookUp sort defaulted to your selection in the Sort by or Rank by field. For example, if you select Code as the Sort By option when printing the Employee Directory and then click LookUp in the From field, the LookUp sorts by Employee Code. If you change the Sort By option to Name and then click LookUp in the From field, the LookUp sorts by Employee Code rather than Employee Name, because the LookUp saved the last sort.

Online Payment Verification Interface

If you need online processing of credit cards through DacEasy Order Entry and DacEasy Point of Sale, Sales Automation Services, Inc. has developed a link to Verifone's pcCharge package via a bridge called AUTH2PCC. For more information about this credit card processing interface, contact Sales Automation Services at 714-777-7909 or visit their website at www.isasi.com.

Sales Automation Services, Inc. is a third party vendor. Sage Software and its affiliates are in no way liable or responsible for claims made related to the products or services provided by third party vendors. Sage Software does not warrant or guarantee the quality of third party products or services. Please direct your inquiries regarding add-on product warranties to the appropriate third party vendor.

Setting Up Customer and Product Defaults in the Business Center

If you set up a company profile with DacEasy Accounting that also includes DacEasy Order Entry or DacEasy Point of Sale, customer and product defaults set up in the Business Center are stored in the Accounting data files.

If you add your products and customers from the Business Center, your customer and product defaults are used when adding new customer and products. However, if you set up your defaults in the Business Center and then add products or customers when running DacEasy Order Entry or DacEasy Point of Sale independent of the Business Center, the defaults set up in the Business Center do not appear. In addition, if you are using the WebStore, the defaults set up in the Business Center are not recognized. In these situations, you can add a company profile with only Order Entry or Point of Sale, and then set up your defaults from the new company profile. Or, you can access the module without going through the Business Center and set up your defaults.

Using the Change Code Feature in the Business Center

The Order Entry and Point of Sale Change Code feature for customers, products and services is unavailable in the Business Center when Accounting is included in the company profile. Do not use the Change Code feature in this situation because changes are only reflected in your accounting data.

If you are interfaced with Order Entry or Point of Sale (but not both), you must change the code in the module. To do this, add a company profile with only the module (Order Entry or Point of Sale), and then access the Change Code feature from the new company profile. If you are interfaced with both Order Entry and Point of Sale, contact the DacEasy Customer Support Services department for assistance with changing codes.

Initialization of Serial Interface Cash Drawers

There are two ways to set up a cash drawer with a serial port to interface with DacEasy Point of Sale. You can use an indirect serial interface by connecting a cash drawer through a serial receipt printer or have a direct serial interface by connecting a cash drawer directly to a COM port on a computer. Registry setting information for a cash drawer using a serial interface needs to be set up in your the system registry for DacEasy Point of Sale to correctly control the cash drawer. If you are using a serial interface with your cash drawer, complete the following steps.

To Set Up Registry Setting Information For Cash Drawers Using a Direct Serial Interface
Note: A direct serial interface means the cash drawer is connected to the COM port on the computer.

1.      Browse the DacEasy Version 14 CD. Double-click the Utility folder, and then double-click the CashDrwr folder.

2.      Double-click the Addcdint.reg file.

3.      Choose Yes when prompted to update the information in the registry.

4.      Choose OK to continue.

To Set Up Registry Setting Information For Cash Drawers Using an Indirect Serial Interface
Note: An indirect serial interface means the cash drawer is connected to a serial receipt printer.

1.      Browse the DacEasy Version 14 CD. Double-click the Utility folder, and then double-click the CashDrwr folder.

2.      Double-click the Remcdint.reg file.

3.      Choose Yes when prompted to update the information in the registry.

4.      Choose OK to continue.

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Known Issues

Sharing Promotional Prices in Point of Sale and Accounting

Due to the Layaway sales, Point of Sale handles promotional prices differently than Accounting and Order Entry. For this reason, Promotional prices setup in Point of Sale is not reflected in the Promotional Prices table in Accounting or Order Entry. Promotions must be manually entered into both modules. Please contact DacEasy technical support for more information.

Converting Schedule Tasks from DacEasy V13

To convert scheduled tasks that were created in DacEasy V13, you need to change the name of DacEasy's task scheduler in your Control panel. To do this do the following:

 

1.      Click on the Start icon on the lower left area of your screen;

2.      Select Control Panel and then click on Scheduled Tasks;

3.      Look for all scheduled tasks for the DacEasy Business Center;

4.      Right click on each one and select Properties;

5.      Change the program name on the Run field from deagng13 to deagnt14. I.e., change C:\WINDOWS\system32\deagnt13.exe \TaskName DacEasy[Daily Backup for Sample Profile] to C:\WINDOWS\system32\deagnt14.exe \TaskName DacEasy[Daily Backup for Sample Profile].

6.      Click Ok to save the task's properties.

Note: Any tasks created with DacEasy V14 will have the correct program name.

 

Repayment Deduction Codes in DacEasy Payroll

Repayment Deductions Codes do not appear on the paycheck stub in the "Other Ded YTD" area. These codes do not appear in this area because you are tracking the amount of payments made to pay off a loan. The year to date accumulation reduces after each payment unlike other deduction codes which increment each pay period. For more information on Repayment Deduction Codes, refer to the Help Topic titled "Setting up repayment deductions" in the DacEasy Payroll Help.

Update Check Register Online and Update General Ledger Online Features

If you set up the interface with DacEasy Accounting in DacEasy Order Entry or DacEasy Point of Sale after setting up the Update Check Register Online, or the Update General Ledger Online feature in DacEasy Accounting, you must exit Order Entry or Point of Sale after saving the interface information. After exiting and saving this information, access the Order Entry or Point of Sale company again. This is necessary to properly create the appropriate unposted Check Register and/or general ledger transactions in DacEasy Accounting that currently exist in the add-on modules.

If you are interfacing DacEasy Accounting with DacEasy Order Entry or DacEasy Point of Sale and using the Update Check Register Online feature in DacEasy Accounting, you must manually increment the cash deposit number in DacEasy Accounting before entering transactions in Order Entry and Point of Sale if you want these transactions to be on separate deposits. For steps on manually changing the cash deposit number in DacEasy Accounting, refer to the Help topic titled "Editing Bank Counters" in the DacEasy Accounting Help.

Rollback During Restore Routine

If the Restore routine in the DacEasy Business Center is terminated abnormally, the Rollback operation may fail if the company data file attributes are set to read-only. To correct the problem, clear the read-only attribute for all company data files. The Rollback operation should appear the next time you access the profile using the Business Center. Continue with the Rollback operation to return your data to its original state.

Crystal Reports® Integration

DacEasy Version 14 works with Crystal Reports® XI. For more information on purchasing Crystal Reports® contact us at (800) 987-5212.

 

Number of Copies

You can modify the number of copies for all printing from the Report Layout dialog box. Prior to Version 11, you could only print multiple copies when this option was available on a primary report screen. While you still have this ability, it is recommended that the number of copies be modified only from the Report Layout dialog box. Modifying the value from the primary report screen may cause an inconsistent number of copies to be generated. This applies to the following areas:

When printing forms, you can select the default number of copies in the Laser form number of parts field on the Edit Form Setup dialog box. This value updates the Copies field on the Report Layout dialog box, which appears prior to printing each report. If the number of copies is modified on the Report Layout dialog box, the new setting only affects the current print job.

Inconsistent Access Time Sorting on New Columns

The first time you change the sort on a LookUp, you may experience a slow response time or the program may appear not to respond. The initial delay is a result of the LookUp being sorted with the Enhanced LookUp Engine. The response time varies based on the number of items in the LookUp and the amount of free memory available on the host computer.
Note: Although it may appear that DacEasy is not responding, the LookUp Engine is sorting the data. The LookUp returns to an active state after the sort is complete.

Sticky Lookups Across Multiple Window Sessions

The ability for Lookups to retain the last selected value is restricted to a single window instance when launched from the Business Center.

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Note: Occasionally, it is possible to experience some issues when installing Pervasive 9.1 on a system that has previous versions of Pervasive installed. Following is a description of some of these issues and how to resolve them:

 

Possible Pervasive Issues

Determine which version of Pervasive.SQL is running

To find out which version of Pervasive.SQL you are running on your system, Double Click on the Pervasive.SQL Tray Icon displayed on the right side of your task bar and the About box will be displayed. The About box shows the Pervasive version number.

Getting a Btrieve Error 30 when trying to run DacEasy

 

Explanation: You are attempting to run DacEasy with Pervasive.SQL version 9.1 and a previous version of Pervasive is running on your system. See Determine which version of Pervasive.SQL is running.

To resolve this issue:

1.      Close all applications that use the Pervasive workstation engine (all DacEasy programs). Note: If you do not know which applications use the Pervasive Workstation, close all applications running on your system.

2.      Stop the Pervasive version that is running on your system. To do this, right click on the tray icon and select 'Stop Engines and Exit' from the menu.

3.      Start DacEasy Version 14 again. At this time, you should not experience any more problems.

4.      If you are running this computer as the gateway, you need to change the path for the 'Pervasive.SQL Workgroup Engine' on the windows startup menu. This should point to the "pvsw\bin\w3dbsmgr.exe" file installed inside the DacEasy folder.

NOTE: It is recommended that you always run the latest version of Pervasive.SQL.

Making Pervasive.SQL 9.1 the database engine for all versions of DacEasy

 

To make Pervasive 9.1 the database engine for all versions of DacEasy, you may edit the registry key HKEY_LOCAL_MACHINE\Software\DacEasy\Pervasive\V13 and change its value to c:\pvsw\bin. This is the folder where DacEasy installs the Pervasive engine. You may also look at the registry key HKEY_LOCAL_MACHINE\Software\DacEasy\Pervasive\V14 to obtain the exact setting for the Pervasive.SQL 9.1 engine.

While attempting to run DacEasy, you get a Warning that you need to run Pervasive System Analyzer (PSA)

 

This may happen when you have installed DacEasy Version 14 and you attempt to run an earlier version of DacEasy or any other application that uses an earlier version of Pervasive.

 

To resolve this issue:

 

1.      Close all applications that use the Pervasive workstation engine (all DacEasy programs).

2.      Stop the 9.x engine by right clicking on the try icon and selecting 'Stop Engines and Exit' from the menu.

3.      Re-start the older version of DacEasy you were trying to run.

To switch between DacEasy V14 and older versions you may run the Pervasive PSA utilitity included on your CD. However, if a computer is a gateway it is recomended that you never stop the Pervasive 9.1 engine as you may cause problems for other users using DacEasy.

Note: To Resolve this issue run the Pervasive System Analyzer utility described in the following section.

Pervasive System Analyzer (PSA)

PSA is a Pervasive Software utility used when you have multiple versions of the Pervasive engine on your system. When you install DacEasy Version 14 and an earlier version on the same system, you may get a warning when running the earlier version. The warning may ask you to run the Pervasive System Analyzer to archive the version of Pervasive you are not using.

1.      The PSA utility is installed in your system by the DacEasy Installer. You can find it inside the "<Program Folders>\<Common Files>\Pervasive Software Shared\PSA" folder. On that folder, run the "psawizrd.exe" application.

2.      Select the Action you want. For now, select 'Analyze system or Archive components' (default option).

3.      By default, PSA suggest 'Quick Search'. Quick Search searches system folders and the common paths were Pervasive's SQL engines install.
Use the 'Advanced Search', to specify the folder where the previous version of DacEasy resides.

4.      PSA displays all the Pervasive engines it found in your system, including older versions. Select to archive older engines such as Pervasive.SQL 2000 and Pervasive.SQL 7.0. Note: do not select the files "code_msg.*". They are used by DacEasy to show additional help on Btrieve error messages.


Copyright © 2006 Sage Software SB, Inc. All worldwide rights reserved.

Product names mentioned in this file may be trademarks or registered trademarks of their respective companies and are hereby acknowledged.

Last updated: May 25, 2006