Transcript Software Updates - Lone Wolf Real Estate Technologies

REBS Desktop Training Guide
Revised 7/30/10
1
Log on to REBS Desktop
•
NOTE: Prior to logging on to REBS Desktop, your
monitor resolution should be set to a minimum of
1024 x 768. If your desktop resolution is not a
minimum of 1024 x 768, the entire REBS Desktop
screen will not be visible without using slide bars.
This will prevent you from seeing helpful prompts and
error messages displayed in the status bar at the
bottom of your REBS Desktop screen.
•
Select the REBS Desktop Icon from your Desktop or
the Start Menu.
•
After selecting the icon, the auto-update mechanism
will run to check for updates. If there are updates
available, it will cycle through each update until the
Desktop has been updated to the latest release. If
there are not any updates available, the program will
go directly to the Log On screen.
•
Hint: If the update gets stuck and recycles the same
update version number repeatedly, press the “ESC”
key to exit and proceed to the login screen.
Revised 7/30/10
2
Log on to REBS Desktop
Select the Log On button.
Revised 7/30/10
Enter your User ID and Password (the user ID and
password are case-sensitive), and click the OK
button.
Note: You should only have one
session of REBS Desktop running on your PC
at one time. Do not run multiple sessions.
3
REBS Desktop Menu displays after log on
Active Module
The modules are displayed
across the top of the
screen
left
to
right
depending on the user’s
access to each module.
Active
modules
are
displayed in the color teal
as indicated.
Expands and collapses the
menu options
The options displayed
down the left side of the
screen are determined by
the Active module, the
user’s group, and the
user’s security level.
Menu option numbers
display and correspond to
the menu numbers on the
CommNet Menu
5/24/10
4
Features
•
Point-and-click functionality
•
Use the Mouse, Tab key, or Enter Key to move from field to field
•
Up and down arrow keys:
– Move the cursor up or down through the fields on the screen
– Return to a previous section of the screen, where allowed
•
Shift-Tab to move backwards to return to a previous field (not allowed everywhere)
•
Shortcuts
•
PDF Printing
•
Reports printed to F(file) automatically open in Excel
5/24/10
5
Standard Buttons
Experienced DPN users who have come to depend upon
the standard function keys will be pleased to know the
standard function keys will continue to operate in REBS
Desktop – note the keys are displayed in red in the gray
Status Bar at the bottom of the screen.
The function keys displayed in red in the
Status Bar below correspond with the
buttons displayed at the bottom of the
screen. For example, selecting the Abort
button is the equivalent to pressing the
F8 function key.
Listed below are some of the Standard Buttons that are
used throughout REBS Desktop and a description of the
functions they perform:
•
Abort – Exits the current section of the program you
are working in. You may be prompted to abort the
program entirely with the option to answer Yes or No.
•
Back – Displays as an arrow in the top left-hand
corner of the REBS Desktop screen. Has multiple
uses:
–
When a payee scroll or look-up is used, the
back arrow will exit the scroll or look-up and
return to the “Active” field.
–
Real Estate - In many areas of a sales contract,
the back arrow will exit, but will first display the
prompt: “Abort Sale?” requiring you to select
Yes or No. Depending upon where you are in
the program, an “Abort” dialog box may display
with additional options.
–
Exits a menu option.
Refer to the next page.
5/24/10
6
Standard Buttons
•
Continue – Accepts the data within the current section of the program and advances to the
next required field on the screen or section of the program.
•
Done – Accepts the data within the current section of the program and proceeds to the next
section. Most common use of this button is in a grid when multiple records have been entered.
•
Restart – Available in scrolls and look-ups to enter a new starting point, or to restart at the
beginning of the file.
•
Select – Selects the highlighted record and returns the value to the Active field.
•
Submit – Accepts the information that has been entered.
5/24/10
7
Drop-down options – allows user selection
Click on the Drop-down Icon to display the list of available answers for the field. Use the mouse to select the answer from list
– the selected value will return to the field.
Hint: When selecting an accounting period, as shown in the example below, the cursor must be in the left position within the
drop-down field. If you click in the center of the field, press the “Home” key to left justify the cursor prior to clicking on the
Drop-down Icon.
Cursor
should be
here
5/24/10
8
Grids
Grids are used throughout REBS Desktop. Data displays in a grid anytime a look-up option is used, a scroll is invoked, or when multiple records
can be added in a particular field. A grid always accompanies buttons allowing the user to perform a function - depending on the type of grid, the
corresponding function keys will also display in the Status Bar.
Up and down arrows display on the right side of every grid (indicated in the example below). When there is more than one screen of data
available, the up and down arrows display data forwards and backwards, the same as using the F1 & F2 function keys. To move forward one
screen, use the mouse to click the down arrows or press F1. To move back one screen, use the mouse to click the up arrows or press F2.
Below is an example of records that display when a look-up option
is used. The pre-defined list displays in a grid allowing the user to
make a selection. Use the up and down arrow keys to highlight the
record to be selected, or use the mouse to click and highlight the
record. Once the record is highlighted, click the Select button, press
the Enter key, or use the mouse to double-click the highlighted
record. The selected value will be returned to the field allowing the
user to continue.
Up and down arrows display
data forwards and backwards,
the same as using the F1 & F2
function keys.
Revised 7/30/10
Below is an example of records that display when multiple records can
be entered in a particular field. Buttons display allowing the user to
perform a function (i.e. Add, Change, Delete) – notice that the
corresponding function keys display in the Status Bar. In this type of a
grid there is no “selection” process, thus, when the mouse is used to
double-click a record in the grid or the Enter key is used, the program
will go into Change mode allowing you to change information for the
selected record.
Status Bar
9
Look-up Options
Fields with look-ups are identified by the magnifying glass
icon located on the field. Click on the magnifying glass icon
to display a pre-defined list of choices allowing the user to
select the answer.
Fields with look-ups always have an
associated function key, such as
F6, that can be used to invoke the
look-up instead of using the mouse
to select the magnifying glass.
Revised 7/30/10
The pre-defined list displays in a grid allowing the user to
make a selection. Use the up and down arrow keys to highlight
the record to be selected, or use the mouse to click and
highlight the record. Once the record is highlighted, click the
Select button, press the Enter key, or use the mouse to
double-click the highlighted record. The selected value will be
returned to the field allowing the user to continue.
Up and down arrows
display data forwards and
backwards, the same as
using the F1 & F2 function
keys.
10
Calendar Options
Calendar look-ups are available on all Date fields. Click on the Calendar Icon to display the calendar. Select the date
with the mouse, or manually enter the date. Date fields display the 4-digit year.
When manually entering a date, such as May 21, 2010, enter 52110 and press Enter. If you are typing over an existing
date, press the “End” key after entering the date to clear the remainder of field and display the date correctly.
5/24/10
11
“Active”, “Inactive”, and “Accessible” fields
•
“Active” field – The cursor is currently positioned in that field and the field is yellow
•
“Inactive” fields – These fields are gray and cannot be accessed
•
“Accessible” fields – These fields are blue and are available for data entry
5/24/10
12
Field prompts / Validation Messages display
in Status Bar
Most field prompts display in the Status Bar (Note: The
Status Bar is gray – the prompt is Red).
Revised 7/30/10
Many error / validation messages also display in the Status Bar.
In the example below, this sale type requires a selling agent –
the user tried to enter L(listing agent) and the validation
message displays in the Status Bar.
13
Message Dialog Boxes
•
Dialog boxes pop up with important notifications that require the user’s response such as “Continue?”, “License
Expiration”, “Terminations”, etc.
•
Use the mouse to select the Yes/No option
•
The Enter key accepts the value of the highlighted option
•
Left/Right arrows toggle between options
•
‘Y’ or ‘N’ keys correspond to highlighted option and can be used to accept
Most dialog boxes display in
the middle of the screen.
When a dialog box displays
overtop of the data on the
screen and you want to
verify that the data is correct
before selecting an answer,
you can use your mouse
and drag the dialog box to a
different location on the
screen.
Revised 6/16/10
14
Payee / Agent Scrolls
Up and down arrows
display data forwards and
backwards, the same as
using the F1 & F2 function
keys.
Payees are defined as co-brokers, buyers, sellers, mortgage
companies, vendors, etc.
Enter the payee number or enter alpha characters of the
payee’s name to begin a scroll of the payee file.
Revised 7/30/10
The scroll will display the records in a grid based on the
information entered. Use the up and down arrow keys to highlight
the record to be selected, or use the mouse to click and highlight
the record. Once the record is highlighted, click the Select button,
press the Enter key, or use the mouse to double-click the
highlighted record. The selected value will be returned to the field
allowing the user to continue.
15
Payee / Agent Scrolls
For agents, enter the agent number or enter an agent alpha
code to begin a scroll of the agent file.
Revised 7/30/10
The scroll will display the records in a grid based on the
information entered. Use the up and down arrow keys to highlight
the record to be selected, or use the mouse to click and highlight
the record. Once the record is highlighted, click the Select
button, press the Enter key, or use the mouse to double-click the
highlighted record. The selected value will be returned to the
field allowing the user to continue.
16
Active Window in Focus
When a window opens inside of another window, the “active” window in focus is white and the window behind it becomes gray
meaning it is “inactive”. The example below shows how this is applicable in the Agent Paid Referrals window in Sales Contract
Processing.
The example below shows that an agent paid referral is
being added to the pending contract. You can see that the
Agent Paid Referrals window is “active” and the Agent
Distribution window is “inactive”. Once the record is added,
it displays in a grid as shown in the screen on the right - the
grid then becomes the active window in focus.
Buttons accompany the grid allowing the user to perform a
function (i.e. Add, Change, Delete) – notice that the
corresponding function keys display in the Status Bar. In this
type of a grid when the mouse is used to double-click a
record in the grid or the Enter key is used, the program will
go into Change mode allowing you to change information for
the selected record.
Inactive
Active
window
in focus
Revised 7/30/10
For the buttons
that display, the
corresponding
function keys
display in the
Status Bar.
17
Shortcuts
There is a shortcut feature within REBS Desktop that captures and displays the keystrokes or mouse clicks used to arrive at the
screen or used to produce the report. The shortcut is made up of the system name and menu option numbers.
When entering the shortcuts, the system name must precede the actual option numbers. For example, GL must precede any
General Ledger options, AP must precede any Accounts Payable options, etc. The system name can be entered in upper or lower
case.
REBS Desktop splits the Real Estate options between three tabs – Processing options are under the “Real Estate” tab, Reports and
Inquiry options are under the “Re Reporting” tab, and the Agent Receivables options are under the “Agent A/R” tab – NOTE: All
shortcuts entered for options that display under the Agent A/R tab must begin with RE-9. Refer to page 21 for further information.
The system name for all three tabs is RE.
Refer to the next page.
Select this tab for
processing options
such as Sales
Contract Processing
and Commission
Processing.
5/24/10
Select this tab for
reporting options
such as Agent
General Reports,
Agent Earnings
Reports, and Real
Estate Inquiry
options.
Select this tab for
Agent Receivables,
Cash Receipts
Processing, and Agent
Statement options.
18
Shortcuts
The example below explains how the shortcut is created by either entering the shortcut or using the mouse. In this example, the
keystrokes/mouse clicks required to arrive at the Name/Address input screen are RE-5-1.
Entering the Shortcut – From any menu, press the F1 function
key and the “Enter Menu Shortcut” dialog box will display. Enter
the shortcut, including the dashes: RE-5-1. Use the mouse to
select the Submit button, or use the Tab key to highlight the
Submit button and then press Enter. Refer to the next page.
Using the Mouse - Select the “Re Reporting” tab, then select the
Agent General Reports option, and then select the Name/Address
List option. Refer to the next page.
2) Select
Agent
General
Reports
1) Select
Re
Reporting
3) Select
Name/Address
List
Enter the
shortcut
here
5/24/10
19
Shortcuts
The shortcut displays on the screen and report headers:
5/24/10
20
Shortcuts
As mentioned earlier, the Real Estate options are divided among three tabs. When selecting any option from the Agent A/R
tab, remember that the number 9 must precede the option number.
For example, the user is going to add Agent Charges using the Agent A/R Processing option. The shortcut to access the Agent
A/R Processing option is RE-9-1-1. The shortcut entered displays in the header on the Agent Charges screen:
5/24/10
21
Shortcuts “Cheat Sheet”
Below is a list of shortcuts for some of the most commonly used options:
General Ledger
Accounts Payable
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Journals File – GL-1-4
Journal Entry Processing – GL-2-1
Recurring Journal Entry Processing - GL-3-1
G/L Trial Balance – GL-4-11
G/L Schedule of Accounts Reports – GL-4-21
Journal Summary – GL-31
Journal Summary Out of Balance Batches – GL-4-40-3
Financial Reporting – GL-5
Account Balance/Activity/Schedule – GL-6-1
Budget Description File – GL-8-1
Payee - AP-1-1
Invoice Processing – AP-2-1
Recurring A/P - A/P-3-1
Print Check Register/Prt Checks/Update – AP-4-3
Enter Manual Checks – AP-5-1
One Step Invoice/Check – AP-6-1
Void Check – AP-6-3
Open Items by Payee Report – AP-7-1
Open Items Inquiry – AP-8-2
Print Outstanding Checks – AP-9-4
Print Deposit Slip – AP-11
Subsidiary Ledger
•
•
•
•
•
•
•
Owners – SL-1-3
Control Numbers & Activity Inquiry – SL-2-1
Control Number Chart – SL-3-1
Monthly Activity Report – SL-3-3
A/R Aging by Account – SL-3-30-1
Cash Receipts Processing – SL-4-1
Unapplied Payment Processing – SL-5-1
Broker Held Escrow
•
•
•
•
•
•
•
Transaction Code – ES-1-1
New Escrow Processing – ES-2-1
Change Non-Financial – ES-3-1
Input Financial Changes – ES-3-10
Transaction Processing – ES-4-1
Check Writing – Process Checks – ES-5-1
Daily Trial Balance – ES-8-21
Listings
•
•
•
•
•
•
•
Add a Listing – LS-2
Active Listings – LS-3
Listings by Property Address Report – LS-8-1
Listings Due to Expire Report – LS-8-8
Listings Detail by Agent Report – LS-8-12
Hot Sheet – LS-9
Inquire by Agent – LS-11
5/24/10
22
Shortcuts “Cheat Sheet”
Below is a list of shortcuts for some of the most commonly used Real Estate options:
Real Estate
Configuration
•
Add/Change Agent Data – RE-1-6-1
•
Recruited Agents - RE-1-6-32
Sales Contract Processing
•
Add a Contract – RE-2-1
•
Process Fallthroughs – RE-2-10
•
Process Changes to Updated Pendings – RE-2-20-1
Commission Processing
•
Input Commissions – RE-3-1
•
Agent One Step Invoice/Check – RE-3-13-1
•
Change Seller/Buyer Data – RE-3-22
•
Print Deposit Slip – RE-3-30
Contract Registers
•
Closed Contracts by Office – RE-4-1-3
•
Closed Contracts by Agent – RE-4-2-3
•
Referral Register – RE-4-3-2
•
Tax Authority Register – RE-4-6
•
Buyers/Sellers List by Property – RE-4-22
Agent General Reports
•
Commission Level List – RE-5-10
•
Production Detail – RE-5-30
•
Garnishment List – RE-5-50-7
5/24/10
Agent Earnings Reports
•
Detail Earnings by Accounting Period – RE-6-2
•
Anniversary Earnings Detail – RE-6-33
Management Reports
•
Ranking (template) – RE-7-1
•
Agent Quartile by Office – RE-7-2-1
•
New Hires – RE-7-11
•
Uncovered Expenses – RE-7-32
Inquiry
•
Show One Contract – RE-8-1
•
Contract Inquiry by Agent – RE-8-3
Agent Receivables
•
Agent Receivables Processing – RE-9-1-1
•
Agent Cash Receipts/Unapplied Pmts – RE-9-4-1
•
Open Receivables Report – RE-9-10
•
Receivables History Report – RE-9-14
•
Open Receivables Inquiry – RE-9-20
•
Laser Open Item Statement – RE-9-32
•
Laser Balance Forward Statement – RE-9-33
Agent Adjustments
•
Add Agent Adjustments – RE-10-1
•
Void Agent Check – RE-10-4
23
Print Dialog Box Options
•
Print the report to the user’s default printer the user’s current default settings display.
•
Save the Report as a PDF that automatically
opens in Adobe. This feature is used to print
reports and statements to PDF instead of
the printer. This saves paper as well as
allows the report to be saved on the user’s
workstation for future reference, or emailing.
•
Save the Report as a text (.txt) file that
automatically opens in Windows® Default
Text Editor, such as NotePad®. NOTE: This
option is not available when printing edits or
forms such as commission vouchers and
laser statements.
•
Change the user’s default printer and
settings for the current print job.
•
Cancel the print operation.
5/24/10
24
Print Dialog Box Options - PDF Printing
The PDF Printing feature is used to print reports and statements to PDF instead of the printer. Select the report or statement to be
printed, enter the print criteria, and the “Print” dialog box will display. Select the PDF button - refer to the next page.
5/24/10
25
Print Dialog Box Options - PDF Printing
The “Select a File” dialog box displays next and the report name defaults as the PDF name. Accept the name displayed by selecting
the OK button, or change the name if necessary. NOTE: Reports printed to PDF are saved and stored on the user’s workstation in
C:\DpnWork unless the user selects the Browse button and saves the report in another location.
If the PDF name has not previously been used, the report will open in Adobe PDF – refer to page 28 for an example. If the PDF
name has previously been used, a warning message will display - refer to the next page.
Browse
Button
5/24/10
26
Print Dialog Box Options - PDF Printing
If the PDF name on the previous screen matches a PDF name that was saved previously, a message will alert the user that the name
already exists, as shown in the “Warning” dialog box below. If Yes is selected, the previous Agent/Name Address List PDF document
created will be overwritten. If No is selected, the user will be prompted to enter a new PDF name. Refer to the next page for an
example of the PDF that is created.
5/24/10
27
Print Dialog Box Options - PDF Printing
The Agent Name/Address List opens in Adobe PDF:
5/24/10
28
Print Dialog Box Options - PDF Printing
Printing Letter and Legal Landscape
When printing reports that are designated for Letter or Legal Landscape, the correct printer name will default for the user if it is set up in
the User’s Authorization File for their REBS Desktop User ID – contact DPN Customer Support for assistance. If the Legal and Letter
printer names aren’t set up to default, when the “Print” dialog box displays, the user can select the Change Defaults button and enter the
printer name set up for that type of printing and the report will print.
The report layout for Letter and Legal Landscape reports are indicated in the report description:
Legal
Landscape
Letter
Landscape
5/24/10
29
Print Dialog Box Options - PDF Printing
Printing Letter and Legal Landscape
When printing a Letter or Legal Landscape report, a message will display indicating the type of report you are printing. Select
the OK button acknowledging the message – refer to the next page.
5/24/10
30
Print Dialog Box Options - PDF Printing
Printing Letter and Legal Landscape
In this example, the user’s Letter Landscape printer name is LD01 and is set up in the User’s Authorization File. As shown in
the example “Print” dialog box below, the printer name LD01 defaults. If the Letter Landscape printer was not set up, the
user’s regular default printer would default and the user would have to manually change the printer using the Change Defaults
button.
5/24/10
31
Print Dialog Box Options - PDF Printing
Printing Letter and Legal Landscape
When printing Letter and Legal Landscape reports to PDF, the report will be created and open in PDF. Refer to the next page.
5/24/10
32
Print Dialog Box Options - PDF Printing
Printing Letter and Legal Landscape
When selecting to print Legal Landscape reports, the user can actually choose to condense the report and it will print Letter
Landscape on 8 ½ x 11 paper, or the user can choose to print the report Legal Landscape on legal paper (8 ½ x 14).
In this example, Adobe Reader version 9 is being used. When the report is opened (as shown on the previous page), Adobe
automatically sets the report paper size to 8 ½ x 11 landscape as shown in the “Print” dialog box on the left. By clicking the
“Choose paper source by PDF page size” option, the report changes to the 8 ½ x 14 landscape as shown in the “Print” dialog
box on the right.
5/24/10
33
Print Dialog Box Options - PDF Printing
Printing Edits to PDF
Edits can also be printed to PDF. Edits are your “paper trail” in DPN and can frequently be requested
by DPN Customer Support to assist in resolving issues.
Before making the decision to allow edits to be printed to PDF, it is strongly recommended you define
PDF naming schemes to insure users are not writing over previous PDF edits for the day.
If you have not done so already, you may also want to implement Edit Archive so the edits will always
be stored on your DPN Accounting Server allowing you to find them by batch number, user, or date
and reprint at any time. Contact DPN Customer Support for assistance.
Refer to the next page.
5/24/10
34
Print Dialog Box Options - PDF Printing
Printing Edits – Step 1
The PDF Printing procedures for edits are the same, however, printing the edits along with the update process requires a couple
of additional steps. This example explains printing and updating a Journal Edit to PDF.
Select the Edit/Update option (GL-2-3), enter the accounting period and edit date. The “Print” dialog box will display. Select the
PDF button to save the edit report as a PDF document. Refer to the next page.
5/24/10
35
Print Dialog Box Options - PDF Printing
Printing Edits – Step 2
The “Select a File” dialog box displays next, and the edit report name defaults as the PDF name. Accept the report name
displayed by selecting the OK button, or change the name if necessary. NOTE: Edit reports printed to PDF are saved and
stored on the user’s workstation in C:\DpnWork unless the user selects the Browse button and saves the edit report in another
location.
If the PDF name has not previously been used, the report will open in Adobe PDF – refer to the next page for an example. If
the PDF name has previously been used, a warning message will display and will be discussed in Step 7.
5/24/10
36
Print Dialog Box Options - PDF Printing
Printing Edits – Step 3
The Journal Edit opens in Adobe PDF allowing the user to review the edit on the screen or print the edit to the printer. Once the
user has verified that the edit is correct – CLOSE the PDF. Refer to the next page.
5/24/10
37
Print Dialog Box Options - PDF Printing
Printing Edits – Step 4
The “Verify Edit Data – Press Yes to Update” dialog box displays. Since the example Journal Edit was reviewed and was
correct, select the Yes button and the update process will begin. Refer to the next page.
5/24/10
38
Print Dialog Box Options - PDF Printing
Printing Edits – Step 5
The “Journal Update Complete “ dialog box displays. Select the OK button. Refer to the next page.
5/24/10
39
Print Dialog Box Options - PDF Printing
Printing Edits – Step 6
The “Select a File” dialog box displays again, this time allowing the user to save both the edit AND the update banner. Again,
the report name defaults as the PDF name. Accept the report name displayed by selecting the OK button, or enter a different
name for this edit and update banner, such as 3-15-09-Journal Edit-1. It is suggested that users come up with naming
conventions to prevent overwriting existing edit and update banner PDF documents.
If the report name that defaulted in Step 2 is accepted again, or if the name matches a PDF name that was saved previously, a
warning message will display - refer to the next page.
5/24/10
40
Print Dialog Box Options - PDF Printing
Printing Edits – Step 7
A message will alert the user that the name already exists, as shown in the “Warning” dialog box below - in this case we are
overwriting the previous PDF as this edit PDF document now has both the edit AND the update banner and this is the
document/file that the user wants to keep. It is important that the user closes the original PDF document PRIOR to selecting
the Yes button on the warning message otherwise the PDF document cannot be rewritten to include the update banner. Refer
to the next page.
5/24/10
41
Print Dialog Box Options - PDF Printing
Printing Edits – Step 8
The final PDF has both the edit and the update banner. The example below shows that the PDF document contains two pages
– the edit is on page 1 and the update banner is on page 2. Refer to the next page.
This PDF document
contains two pages.
5/24/10
42
Print Dialog Box Options - PDF Printing
Printing Edits – Step 9
In this example, the update banner is on the 2nd page and is shown below. If your company uses Edit Archive, edits and their
associated update banners are stored on the DPN Accounting Server.
The user’s edits are also stored on their workstation in C:\DpnWork as long as the edit/update banner PDF documents are
saved each time with unique names.
Caution: If the user accepts the report name defaulted as the PDF name for each edit that is printed, only the last edit
printed will be stored on the user’s workstation.
.
5/24/10
43
Print Dialog Box Options – Save As
The Save As feature is used to save the report as a text (.txt) file that automatically opens in Windows® Default Text Editor, such as
NotePad®. In this example NotePad® will be referenced as the Default Text Editor.
Select the report option, enter the print criteria, and the “Print” dialog box will display. Select the Save As button. Refer to the next
page.
5/24/10
44
Print Dialog Box Options – Save As
The “Select a File” dialog box displays next and the report name defaults as the text file name. Accept the name displayed by
selecting the OK button, or change the name if necessary. NOTE: Reports printed using the Save As feature are saved and stored
on the user’s workstation in C:\DpnWork unless the user selects the Browse button and saves the report in another location.
If the report name has not previously been used, the report will open in the NotePad® – refer to page 47 for an example. If the report
name has previously been used, a warning message will display - refer to the next page.
Browse
Button
5/24/10
45
Print Dialog Box Options – Save As
If the report name on the previous screen matches a report name that was saved previously, a message will alert the user that the
name already exists, as shown in the “Warning” dialog box below. If Yes is selected, the previous Agent/Name Address List created
will be overwritten. If No is selected, the user will be prompted to enter a new report name. Refer to the next page for an example
of the how the report displays in NotePad®.
5/24/10
46
Print Dialog Box Options – Save As
The Agent Name/Address List opens automatically in NotePad®:
5/24/10
47
Print Dialog Box Options –
Change the User’s Default Print Options
After entering the print criteria, the “Print” dialog box displays
your default printer. To print the report to a different printer,
select the Change Defaults button.
The “Change Defaults” dialog box displays - overwrite the default
printer name with the printer name where you want the current
report to print.
It is recommended that you leave the Compressed Print default “as
is”. The Number of Copies defaults to 1, accept the default or enter
the number of copies you want to print.
5/24/10
Select Ok to
record the
changes for the
current report
being printed.
48
Direct Report Output to Excel®
Most DPN reports have the option to output the report to a file that can be opened in Excel®. Enter the print criteria and select the
Output Option of F(file). Refer to the next page.
5/24/10
49
Direct Report Output to Excel®
The “Select a File” dialog box displays next and the report name defaults as the Excel® file name. Accept the name displayed by
selecting the OK button, or change the name if necessary. NOTE: Reports that are output to file are saved and stored on the user’s
workstation in C:\DpnWork unless the user selects the Browse button and saves the report in another location.
If the report name has not previously been used, the report will open in the Excel® – refer to page 53 for an example. If the report
name has previously been used, a warning message will display - refer to the next page.
Browse
Button
5/24/10
50
Direct Report Output to Excel®
If the report name on the previous screen matches a report name that was saved previously, a message will alert the user that the
name already exists, as shown in the “Warning” dialog box below. If Yes is selected, the previous Agent/Name Address List created
will be overwritten. If No is selected, the user will be prompted to enter a new report name. Refer to the next page.
5/24/10
51
Direct Report Output to Excel®
REBS Desktop saves the file with the .xls extension. If you are using Excel 2007, Excel 2007 saves files with the .xlsx extension.
When Excel 2007 is trying to open the file with the .xls extension it will not recognize the .xls extension and display a message to that
effect, as shown below. Using the example of the Agent/Name Address List, the following message displays when Excel 2007 tries to
open the file with the .xls extension – select the Yes button to open the file. Refer to the next page.
5/24/10
52
Direct Report Output to Excel®
The Agent Name/Address List opens automatically in Excel®:
5/24/10
53
Real Estate – Reports with Multiple Agent Range Printing
“Reports with Multiple Agent Range Printing” means multiple batches of agents printed in N(numeric) order can be printed for the same report criteria without
having to re-enter the criteria for each batch. Several DPN Real Estate Reports and Agent Statements currently have this capability (refer to the list on the next
page) when printing to the printer, but this feature is also available when printing to PDF, F(file) or Save As (where applicable).
This example is going to show how this works when printing the Agent Production Detail Report (RE-5-30) to PDF. After entering the report criteria, the user
enters the first range of agents to be printed. The PDF name that defaults is AGPRD005 followed by a sequential number. For each range of agents printed in
this batch, the sequential number will be incremented by 1. This allows the user to print the same report criteria for multiple batches of agents without
overwriting the previous batch (NOTE: If the user exits the program and comes back later and prints additional batches, the sequential number will begin again
at 0000000001). Once the PDF name displays, select the OK button and the PDF document will open. The cursor will return to the Beginning Agent No. field
allowing the user to enter the next range of agents to be printed for the selected criteria. Each report printed to PDF will be written to the C:\DpnWork folder as
discussed in the PDF Printing section, unless changed by the user. Refer to that section for further information.
When printing the batches to F(file), the file name will display with an .xls extension, and when printing to Save As the file name will display with a .txt extension.
5/24/10
54
Real Estate – Reports with Multiple Agent Range Printing
The following Real Estate reports have the multiple agent range printing capability when the report is printed in N(numeric)
order:
Agent Contract Registers
•
Pending Contracts Inventory (RE-4-2-1)
•
Current Pending Contracts (RE-4-2-2)
•
Closed Contracts (RE-4-2-3)
•
Fallthrough/Rejected Contracts (RE-4-2-4)
•
All or Pending/Closed Contracts (RE-4-2-5)
•
Transaction Fee Detail (RE-4-14)
Agent General Reports
•
Production Detail (RE-5-30)
Agent Earnings Reports
Earnings by Acct Period
•
Detail Earnings (RE-6-2)
•
Detail Earnings/Volume/Units (RE-6-3)
•
Agent Earnings Statement (RE-6-6)
•
Earnings by Pay Code (RE-6-7)
Calendar Year Earnings
•
Detail Earnings (RE-6-11)
•
Detail Earnings/Volume/Units (RE-6-12)
•
Agent Earnings Statement (RE-6-15)
•
Earnings by Pay Code (RE-6-16)
1099 Earnings
•
1099 Detail Earnings (RE-6-21)
Agent Statements
•
Open Item (RE-9-30)
•
Balance Forward (RE-9-31)
•
Laser Open Item (RE-9-32)
•
Laser Balance Forward (RE-9-33)
Revised 6/9/10
55
Change Company / Log off REBS Desktop
Change Company - If your user ID has permissions for multiple company access, use the Change Company link in the top
right corner of the screen or at the bottom left of the menu bar to change to a different company.
Log Off - To log off REBS Desktop, select the Log Off link in the top right corner of the screen or at the bottom left of the
menu bar. You should never  the window to log off of REBS Desktop – you should only use the  to log off if the screen
has become non-responsive – refer to the Troubleshooting section on the next page for further information.
Change
Company
link
Log Off
link
Change
Company
link
Log Off
link
New 7/30/10
56
REBS Desktop Troubleshooting Q & A
I can’t see my entire REBS Desktop screen, why?
•
Check your monitor resolution settings. Your resolution should be set to a minimum of 1024 x 768.
I lost my REBS Desktop connection, can I log back on?
•
If a message displays saying that you have lost your REBS Desktop connection, close REBS Desktop and wait a few
minutes before attempting to log back on. The previous REBS Desktop process continues to run even though you have
lost connectivity. Waiting a few minutes before re-attempting the log on process will give the system adequate time to
terminate the previous process. If you attempt to log back on too soon without giving the system adequate time to
terminate the previous process, the “fluttering butterfly” that displays after you have entered your user ID will not clear the
screen, preventing you from logging on.
•
If you have waited several minutes and still cannot log back on, you will have to manually terminate the REBS Desktop
process that is still running. To do this, press the Ctrl-Alt-Delete keys simultaneously. The Windows Security screen will
display - select the Processes Tab. Look for the RebsDesktop.exe file. Once you have located it, use the mouse and
click on the file to highlight it, then select the End Process button. The Task Manager Warning dialog box will display –
select the Yes button to terminate the process. Scroll through the list of processes and verify that it actually terminated
the process - sometimes there may be multiple RebsDesktop processes running because they did not terminate properly
when logging off of previous sessions. Make sure you have terminated all RebsDesktop.exe processes. Close the Task
Manager window when finished and try to log back on to REBS Desktop.
I am typing in REBS Desktop but I don’t see what I just typed.
•
Check the following:
– If you have clicked off of the REBS Desktop screen to use another program, make sure the REBS Desktop screen
is active by clicking on it before you begin typing.
–
Check the Status Bar at the bottom of the REBS Desktop screen and verify that an error message is not displaying.
.
New 7/30/10
57