Helpful Instructions - How to Prepare your System for Year End

Helpful Instructions - How to Prepare your System for Year End

Year-End Instructions

Attn: All DAKCS Customers
Date: Nov 17, 2022

Purpose

This information will help you prepare your system for the end of the year. Follow these steps to run through the process. Reach out to the DAKCS Support Team for any assistance or go to our secure Customer Portal to submit a support ticket and find these instructions. In the customer portal you can also find: 
• Enter support tickets
• Read latest Beyond Release Notes
• Learn about future events 
• Read through how-to guides and articles
• Watch helpful videos and past chat recordings
• Communicate with DAKCS team and peers
Download the Year-End Instructions PDF for you to use at your convenience.

In Preparation of the Steps

  1. Run Employee time for payroll if the DAKCS System is used for the staff time clock. 
  2. As soon as December Month End has been completed, YEAR-END MUST BE RUN. 
**To obtain a hard copy of the data listed below, Steps 1-3 MUST be completed prior to running Year-End.

Instructions to Prepare your System for Year's End (Steps 1 - 4)

STEP 1

  1. Run OPTION 7 - REPORTS & ANALYSIS
  2. Sub OPTION 1 - COLLECTOR ANALYSIS & REPORTS
  3. Sub OPTION 2 - PERFORMANCE (DOLLARS) ALL COLLECTORS

    1. Enter “Y” to continue,
    2. Select printer number,
    3. Enter “Y” for the year to date.

STEP 2

  1. Run OPTION 7 - REPORTS & ANALYSIS
  2. Sub OPTION 2 - CLIENT ANALYSIS & REPORTS
  3. Sub OPTION 1 - CLIENT ACTIVITY PRINT

    1. RETURN to continue
    2. Select printer number,
    3. Enter ”Y” for year figures,
    4. RETURN for all type debts,     
    5. RETURN for all groups,
    6. RETURN for all salesmen.

STEP 3

  1. Run OPTION 7 - REPORTS & ANALYSIS
  2. Sub OPTION 2 - CLIENT ANALYSIS & REPORTS
  3. Sub OPTION 6 - CLIENT RANKING BY COST

    1. RETURN to continue
    2. Enter “Y” to run year to date
    3. RETURN for all type debts
    4. RETURN for all business classes,
    5. RETURN for all salesmen,
    6. Sort option 1 for client name

STEP 4

  1. Run OPTION 8 - SYSTEM ADMINISTRATION
  2. Sub OPTION 2 - RUN YEAR ENDS
  3. Sub OPTION 1 - ZERO OUT ALL YEAR FIGURES

After Step 4

When you select OPTION 1 after STEP 4, the following message will appear:

The Sting Year-End Information Update

For YTD print outs for your CLIENTS, exit this program and return to the Main Menu. 
  1. Select OPTION 7, 2, 1, and 7, 2, 6.
  2. For print outs of your COLLECTORS, select OPTION 7, 1, 2.

Do you want Year-End printouts prior to update? - “N”

  1. Enter “Y” if you have not completed Steps 1-3.
  2. Enter “N” to continue zeroing out totals.

You have your printouts or do not want them, Correct? (Y/N) - "Y" 

  1. Enter “N” if you have not completed Steps 1-3.
  2. Enter “Y” to continue zeroing out totals.

The following reports apply to all customers and will produce two additional reports:

1.  Letter Ranking by Client 
2.  Collector Ranking Report by Collector Code 

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Proceed with Caution and Please Review the Following

Please review and move forward with caution. If you plan to rebuild stats on Clients or Collectors and the current date is still in December, Year-End must not be completed already. You must rebuild first, prior to completing Year-End. 

If you are already in January and Year-End has been completed, stats may be rebuilt. If you are in January but haven’t completed Year-End, you will need to complete Year-End first prior to rebuilding stats

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DAKCS Contact Information

Reach out to the DAKCS Support Team at 801.394.5791 ext. 1 for any assistance or use the secure Customer Portal to find out more.