Up User Group

Autumn 2009


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

 

Our Autumn 2009 meeting was held at Whittlebury Hall, Whittlebury, near Towcester, Northants, on the 18th and 19th November.

It was another of our more select gatherings, with fewer attendees than our previous meeting in London. However, the no-show rate was low.

The meeting's theme was 'Something for Everyone' though our audience was the usual collection of more experienced users and administrators, so some of the sessions may have been a little too basic.

CODA were invited to attend, but declined. Their reply mentioned their preference not to attend rather than their policy not to support us, so you never know, relationships might be on the mend!

 

The presentations we have in soft copy are available in the members' website in the Autumn 2009 meeting data folder.

Feedback about the meeting itself from members is still awaited:

bullet The venue received an average score of 4.4 (out of 5) - down 0.3
bullet The catering received an average score of 3.8 (out of 5) - down 0.5
bullet The location received an average score of 3.6 (out of 5) - down 1.2
bullet The organisation received an average score of 4.2  (out of 5) - down 0.3
bullet The event format received an average score of 4.4 (out of 5) - same

Only a small proportion of the attendees returned feedback forms, but from the feedback received it seems this was not as popular a venue as those where we held our previous meetings.

I think on reflection that we won't use Whittlebury Hall again. It is geographically remote, not what you expect from their website, quite large and impersonal, and  a bit too 'bling, bling' for us. It was fine for the hoards of twenty-something trainee tax accountants who were there at the same time as us.

Sadly I forgot to get the camera out on the first day, when the attendance was better, but here are some excited looking attendees on the second day.
And a few more.
DAY ONE

Mike Booty ran the meeting, and he presented several of the sessions himself, despite suffering from the November lurgy.

Sorsis Utilities

Mike’s first session was an update on the Sorsis utility programs:

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The Communications program now supports document distribution, remittances, statements, debt recovery, general mail-shots and scanning/attaching.

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The Sorsis Reporter now supports several report formats: Crystal, Excel, SQL Server reporting, plus report recipient groups, distribution and dynamic report parameters

Both the applications are now built in Microsoft dot.NET.

DUG Software

Mike gave a quick overview of the User Group posting spreadsheet. See our DUG Tools page for a click-through to the members pages where this can be downloaded from.

QlikView

Aided by Steve Sapseid of BME Solutions, Chris Stedham of Bath Spa University stepped in at the last moment to give a demonstration of QlikView, a BI solution which his organisation are making great use of. Jon Sebright was billed to do this, but he too was suffering from the lurgy and didn't make the meeting.

Chris explained that the QlikView solution:

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Gives a cross-table view of a selection of data;

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Can download a slice of data for later review;

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Is available free of charge for a personal edition (where files created cannot be opened by others);

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Can be used on many disparate data sources (provided they are accessible via ODBC or OLEDB);

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Can be used for data auditing and regular reporting;

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Does not require programming skills, though does use scripting (which is wizard driven).

This was a very popular session, and we are grateful to Steve Sapseid for his help and support.

The program can be downloaded from:

http://www.qlikview.com/download/download.aspx?id=12896

VT Accounts

Bruce Adams of Barton Willmore gave a demonstration of the use of VT accounts software in the production of final accounts. As Bruce amply showed us, this Excel-based program is quick to get started with, easy to use and pretty intuitive to Excel users.

read more about this software tool at: http://www.vtsoftware.co.uk/

DUG Utilities (Budget Maintenance)

John Walton gave a demonstration of the Budget Maintenance program. This is (despite some log delays for which we apologise) now just about ready to launch on the User Group members. The program:

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Is licensed to the member company until December 31st each year;

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Is licensed for your particular server;

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Downloads current budgets (or blank ones for next year) to Excel;

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Uploads budget data using the Dream External DLL.

Members will receive an email when this is ready to download.

Breakout sessions

The meeting split into two breakout sessions, one hosted by Mike and one by John, who later fed back the sessions as follows:

Mike:

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using entities for addresses on a sundry account

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Use of special characters in account codes (or rather not)

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Archiving strategies

John:

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Reporting: DreamView vs Report 7

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Index maintenance

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Where is the calendar in Dream?

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Office 2007 and Dream 3.3 External DLL

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Case sensitive databases, export and import

The Event Engine

Mike gave a session on the purpose and use of Dream's event engine.

The Evening

The meeting decamped to the bar and then to a very good evening meal kindly sponsored by BME Solutions. After eating we met in a syndicate room to have an interesting (and rewarding) demonstration of the art of the choclatier by the hotel's own "pudding chef". I for one ate too much chocolate!

 

DAY TWO

After the AGM the meeting continued...

Dream Indexes

Mike gave a session on the use of Indexes in Dream.

Mail Merging

John gave a session on how to use nothing more complex that MS Word to mail merge to accounts on a Dream ledger.

Ledger Operations

Mike gave a session summarising what users can do with Ledgers in Dream.

 

   


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