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#36804 - 05/08/13 07:28 AM Financial Reporter - Help module
Gary Offline
Adagio Enthusiast

Registered: 10/05/06
Posts: 29
Loc: Ontario
When I click on the "help" button the window opens with an alphabetical list, but in the right side of the window it says "Navigation to web page was canceled"

Is this an installation issue?

Ver 2.1.1.1863

I am trying to use the templates, however I am not sure how to direct the template to the correct data files for the particular company and was going to start with the Help function.

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#36805 - 05/08/13 07:52 AM Re: Financial Reporter - Help module [Re: Gary]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Hi Gary,

Yes, there is an installation issue. The HELP.CHM should be on your local drive C: in the Softrak\Ledger Folder. It cannot be loaded off a network drive (please ask Microsoft why).

To use one of the Templates, choose File | Open Template and then File | Save as... to save the statement. If the statement is in another company, then use File | Import Workbook and choose the one you want (perhaps from the sample data in \Softrak\Ledger\Samdata Folder).
_________________________
Andrew Bates

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#36806 - 05/08/13 08:59 AM Re: Financial Reporter - Help module [Re: Retired_Guy]
Gary Offline
Adagio Enthusiast

Registered: 10/05/06
Posts: 29
Loc: Ontario
Thank you for your help..I am trying to access it from the network. Is a re-install necessary?

I opened the template, but the numbers are not updating. Is it necessary to "update" or refresh the screen to let the template know that the data is coming from a specific drive on the server?

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#36810 - 05/08/13 09:56 AM Re: Financial Reporter - Help module [Re: Gary]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Are the account numbers correct on the Template? Did you Open the Template from the Financial Reporter when working in the new data set?

Did you press F9 to recalculate the sheet or does cell A2 contain ".AutoUpdate"?
_________________________
Andrew Bates

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#36811 - 05/08/13 10:13 AM Re: Financial Reporter - Help module [Re: Retired_Guy]
Gary Offline
Adagio Enthusiast

Registered: 10/05/06
Posts: 29
Loc: Ontario
I am populating the correct numbers and it is now updating only when I close the financial reporter and re-open it.

YES Cell A@ contains .AutoUpdate

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#36812 - 05/08/13 10:23 AM Re: Financial Reporter - Help module [Re: Gary]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Just to make sure I'm not missing something obvious...

You are saving the Template with your data and a new name, and then opening the newly created statement, right?
_________________________
Andrew Bates

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#36814 - 05/08/13 11:03 AM Re: Financial Reporter - Help module [Re: Retired_Guy]
Gary Offline
Adagio Enthusiast

Registered: 10/05/06
Posts: 29
Loc: Ontario
Yes

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#36815 - 05/08/13 12:09 PM Re: Financial Reporter - Help module [Re: Gary]
Gary Offline
Adagio Enthusiast

Registered: 10/05/06
Posts: 29
Loc: Ontario
I have it figured out Andrew.....I simply needed to Read the manual on how it actually worked first. I was trying to shortcut around the actual Learning curve....

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