Daysheet Basics

The Day record shows all business activities for a given day, a summary number of new listings and total value of new listings. It also displays promised payments from debtors. Other financial details, including payments, client payments, commission information, and bank deposit amounts are also displayed. Buttons on the Daysheet form may be selected to view specific sets of records with a date stamp that matches the daysheet you are viewing.

By default, each daysheet will recalculate automatically when opened. You may override this behavior on an company or operator level by setting a switch to inhibit daysheet autorecalc.

You may delete a daysheet without affecting any of the underlying data that is displayed through the form. When you recalculate daysheets they are automatically recreated.

Day forms or daysheets can be a very effective way of isolating records for quick reference. Although this feature is often overlooked, the information accessible through each daysheet may provide exactly what you need to locate or confirm basic accounting details.

Day form

Accessing Daysheet

The Day form may be accessed in many ways. Providing you have access to the various menus and forms, you can use one of the following ways to get to the Day form.

1. Using the menu bar at the top of Collect!, select Browse to display the drop-down menu. Select Daysheets from this menu and the list of existing Daysheets will appear.

2. Or, you can also gain access to the Day form through the Main Menu. Select the Daily Administration button to display the Daily Administration menu. Select the Browse Daysheets button to display the list of existing Daysheets.

3. Using the menu bar at the top of Collect! select Browse to display the drop-down menu. Select Calendar from this menu and a Calendar form will display. Navigate to and select the day you wish. Press F2 while the day is highlighted and Collect! will display the Day form for that day.

4. Or, while on any form that has a icon for a calendar field, select the small calendar icon to the right of the field and the calendar form will display. Navigate to and select the day you wish. Press F2 while the day is highlighted and Collect! will display the Day form for that day.

Missing Days In Daysheet View

When anyone signs into Collect!, a Daysheet is created. Therefore, on the days no one sign into Collect!, no Daysheet will be created.

When recalcing daysheets, Collect! will recalc an existing daysheet or create a daysheet IF,

1. A transaction Posted Date, or Payment Date falls on the day of the daysheet.

2. A Debtor is listed on the day of the daysheet.

3. A Contact is due or done on the day of the daysheet.

4. A Client Payment is posted on the day of the daysheet.

AND finally,

5. If a Debtor has been archived and had a Listed Date, transaction Posted or Payment Date, or Contact Due or Done Date matching the day of the daysheet.

Recreating Daysheets

Select Browse and then Daysheets to display the list of all daysheets. Press CTRL+A, or choose EDIT -> Select All from the top menu, to tag all daysheets. Delete them.

Now select Tools from the top menu and then select Recalculate to bring up the Recalculate Totals form. Select the radio button "Don't calculate debtors." Check "Recalculate daysheet totals" and leave the From and To fields blank.

Select the START button. Collect! will scan back 2 years and up to 2 years in the future. Collect! will create a daysheet following the rules mentioned above.

When the recalc is done, select Browse -> Daysheets. If you are missing days, it is because none of the rules above apply and therefore no daysheet is required. If you do see some daysheets, and the row cells is completely blank, it will be due to the fact that you have an archived debtor account that in fact HAD a contact, or transaction or was listed on the day of the daysheet.

When archiving an account, all contacts, transactions and records related to the Debtor are moved out of the actual working database, so there is no data to show on that empty daysheet. You may want to unarchive the account.?

If you want to see a daysheet for a day that is not in the Daysheet list, just create a daysheet for the missing day. It will be blank, but at least you can now account for the day.

See Also

- Day