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This is a situation where you need to edit the CSV file.
My suggestions are:
Save the CSV file and open it using windows notepad and compare it with /block eXport entry from your books (MC account target account) and note the differences to import using /Block Import.
Another alternative is run the procedure EXPTRANS on a transaction from the MC account and file compare the CSV file with the file created with EXPTRANS and match the file syntax to use with the procedure IMPORT.
I hope this helps.
Regards to All,
Martin
Hello Michele,
This forum will not be discontinued. It will continue for a long time.
Regards to All,
Martin
If you still have the workstation.nv2 file, send it me via email to schapple@qwpage.com and I will repair it.
To repair it your self, install 2.26.1 and run database utilities on it ans menu select Repair > Dangling Window Object.
Regards to All,
Martin
Hello Eric,
Can you provide me with an example of A Transaction ID Number used in other systems including why you think it useful. Please email me at schapple@qwpage.com.
We have had a few requests for this and it is something we will consider.
Many Thanks,
Regards to All,
Martin
Hello Les,
You need to run Database Utilities in version 2.25 and select your workstation.nv2 file. Menu select Repair > Dangling Window Objects to fix this problem.
You can now convert the workstation to 2.27.0.
Regards to All,
Martin
I would suggest that you select Edit > Default Value > Clear All and then Reorganize the application database using Database Utilities from the NewViews 2.0 menu7 selection under All Programs.
Once done, update to the latest version of NV2 which is 2.27.0. Review Help > About on your program to review your NV2 version under NewViews Program.
Regards to All,
Martin
Open up the template in Excel 2013 and then set the scaling from 100% to 95% under the scale to fit section of Excel 2013 (or hold the ALT key and press the keys PSP to view the Page Setup window). Save the template.
All of the templates in NV2 version 2.26.1 includes templates that work in Excel 2013 with out the annoying second page. There was some type of change in office 2010 and 2013 as the shipped templates worked in Office 97 to Excel 2007.
Regards to All,
Martin
Hello Ruth,
If you click the accounts button on your report table you will see the different reports names (for example Setup, Single Period Report, etc), did you name your new report to a different name?
Select the Accounts button and select Setup, the three columns you had removed should appear. The three columns are missing for that report you had created.
To restore your columns
I suggest that your perform a Workstation backup (File > Backup) on your workstation table and then on the report that you are missing the 3 columns, right mouse click on the report title bar and select Window > Default Setup and click OK to restore the Reports to the factory defaults.I hope this helps,
Regards to All
Martin
Hello Ruth,
Thomas is correct. You will need to create a custom report in NV2 to print to Excel.
Start by selecting the report you wish to print to Excel and then menu select from the blue report table Window > Define Columns. In the displayed window, click the New button and when prompted rename the current settings name to something unique and press enter. The new current settings name that you had entered will become your new Accounts > Report Name.
Remove the columns that are not needed by clicking on a value in the column and then press the Ctrl key and the delete key at the same time. Click the Delete Column button when prompted or Delete and Disable Prompt button (this will not prompt prompt you the next time you delete a column). Remove all of the columns you wish and then menu select Window > Define Columns and then press enter on your current settings name to save your changes.
By doing the above, you can now select the Accounts button to toggle between your custom report and the defaults NV2 provides.
Regards to All,
Martin
Hello Ruth,
To print a financial statement, click on the Financial Report to Print and then menu select Print > All. When the displayed Print Settings window appears, set the destination (line 5) to display and then then click Pint (or F5) to display the report in Excel.
Regards to All,
Martin
Print Account Ledgers does not use a preformated template to display in excel. The output is based upon the settings selected in the Select Columns button.
To remove/change the footer, output your display to excel and select Page Setup and click on the Header/Footer tab button.
Regards to all,
Martin
There is no compression of transactions in NV2 buthere are two methods to you can use to solve your problem.
1. Click on the date column title column to reverse sort the transactions in the ledger. If the Date column has chevron pointing downwards (v) then transactioins are sorted in date order which shows the latest dates at the bottom of the ledger. If you click on theDate Column title again and the cheron is pointing upwards (^) then the latest transactions are at the top of the ledger. This easy to do and if you press the end pageup keys you will the most recent transactions each time you enter the ledger.
2. To hide transactions from a view, click on the ledger screen and select View > Sorted By > Select Index. Select Date as your Index (press F3 to select if .index/date does not appear in the value column for Index. Enter your desired begin and end dates and make the tags are set to financial. This will show you just the transactions for your date ranges. Note, this view is controlled by the blue table clicked on above.
I hope this helps.
Regards to all,
Martin
Sorry for the delay. I haven’t forgotten your request. I try to have a notes view included in the release of 2.27 which will include 2014.
I’m thinking of a notes botton next to the home icon button on the NV2 task bar.
Regards to All,
Martin
The upcoming release of NV2.26.0 will allow to you to go to the cross account from the AP Vendor account using F9 or Ctrl F9 and bypass the journal which position your cursor in the expenses account.
The current beta version I have uses the Ctrl F9 keys to move to the crosss account but I think the F9 key by itself is a better choice. For other users that are used to reviewing the journal first the Ctrl F9 will work the same as F9 currently does in NV2 version 2.25.5 and prior.
Regards to All,
Martin
