Licensing And Configuration

The INDEPENDENT user group for users of CODA's DREAM accounting software.

Licensing

Your Licence is valid until the 31st December of each year. It will be renewed free of charge when you pay your subscription for the year.

Licence management will be automatic when you first start the program, and afterwards can be accessed via the File -> Licence No, when you will see this screen:

You need to enter the following:

	Your company name (as you supplied it to the User group)
	The licence key we gave you
	Your server name (as you supplied it to the User group)
	Then click 'Apply'
	The expiry date and number of users don't need to be entered - they are validated when you click 'Apply'

The 'Generate' button won't be visible, obviously. If during the year, you changed servers, you will need to ask us for a new licence number.

After logging on, you may see a message like this, which is to allow you a period of time to pay your new year's membership fees!

If, however, you see a message saying your licence has expired, then that's it till you get a new licence number from us.

Configuration

To use Budget Maintenance, you need to configure your database. Click Tools -> Configure System and you will see the following screen:

The screen should be self-explanatory. Note that if you use Proactis II, you will see a slightly modified version of this screen.

Options

To set options click Tools -> User Options and you will see the following screen:

The only option at present is to set the default location for saving (and finding) budget spreadsheets. If this is left blank the system uses your 'My Documents' folder.

Configuration in Dream

If you are using Dream 3.3, you need to set budget 'process templates' for two options. Do this as follows:

	Go into 'Admin -> Process Templates'
	Select 'Nominal Budget Posting'
	Select 'BUDGET_NOM'
	Click 'Change'
	Enter a document type and nominal for your budget transaction type
	Repeat for 'Nominal/Account Budget Posting' and 'BUDGET_NOM_ACC'

Don't change BUDGET_NOM or BUDGET_NOM_ACC as the system expects to find these.