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REBS Desktop Training Guide

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REBS Desktop Training Guide Revised 7/30/10 * – PowerPoint PPT presentation

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Title: REBS Desktop Training Guide


1
REBS Desktop Training Guide
2
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.

3
Log on to REBS Desktop
  • Select the Log On button.

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.
4
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 users
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
users group, and the users security level.
Menu option numbers display and correspond to the
menu numbers on the CommNet Menu
5
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

6
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.
  • 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.

7
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.

8
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.

9
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.
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.
10
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.

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.
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.
11
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.

12
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

13
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).
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.
14
Message Dialog Boxes
  • Dialog boxes pop up with important notifications
    that require the users 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.
15
Payee / Agent Scrolls
  • Payees are defined as co-brokers, buyers,
    sellers, mortgage companies, vendors, etc.
  • Enter the payee number or enter alpha characters
    of the payees name to begin a scroll of the
    payee file.
  • 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
Payee / Agent Scrolls
  • For agents, enter the agent number or enter an
    agent alpha code to begin a scroll of the agent
    file.
  • 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.

17
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.
18
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.
Select this tab for Agent Receivables, Cash
Receipts Processing, and Agent Statement options.
Select this tab for reporting options such as
Agent General Reports, Agent Earnings Reports,
and Real Estate Inquiry options.
19
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.
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.
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.
1) Select Re Reporting
2) Select Agent General Reports
3) Select Name/Address List
Enter the shortcut here
20
Shortcuts
The shortcut displays on the screen and report
headers
21
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
22
Shortcuts Cheat Sheet
Below is a list of shortcuts for some of the most
commonly used options
  • General Ledger
  • 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
  • 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
  • Accounts Payable
  • 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
  • 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

23
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 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

24
Print Dialog Box Options
  • Print the report to the users default printer -
    the users 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 users 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 users default printer and settings
    for the current print job.
  • Cancel the print operation.

25
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.

26
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 users
    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
27
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.

28
Print Dialog Box Options - PDF Printing
  • The Agent Name/Address List opens in Adobe PDF

29
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 Users Authorization File for their REBS
    Desktop User ID contact DPN Customer Support
    for assistance. If the Legal and Letter printer
    names arent 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

30
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.
31
Print Dialog Box Options - PDF Printing Printing
Letter and Legal Landscape
  • In this example, the users Letter Landscape
    printer name is LD01 and is set up in the Users
    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 users regular default printer
    would default and the user would have to manually
    change the printer using the Change Defaults
    button.

32
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.

33
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.

34
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.

35
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.

36
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 users 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.

37
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.

38
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.

39
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.

40
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.

41
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.

42
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.
43
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 users 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 users workstation.
  • .

44
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.

45
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 users 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.

46
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.

47
Print Dialog Box Options Save As
  • The Agent Name/Address List opens automatically
    in NotePad

48
Print Dialog Box Options Change the Users
Default Print Options
  • 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.

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.
49
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.

50
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 users 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.

51
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.

52
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.

53
Direct Report Output to Excel
  • The Agent Name/Address List opens automatically
    in Excel

54
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.

55
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)

56
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.
57
REBS Desktop Troubleshooting Q A
  • I cant 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 dont 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. .
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