|Starting||Importing Trailers||Pricing A Trailer||Printing and Exporting||Program Settings||Getting Help|
In Windows XP, probably the first thing you will see when you try to run
the program is a "Security Warning". (View screen)
Uncheck the box that says "Always ask before opening this file", and then click Run.
The program's main (and first) screen displays a list of trailers currently in your database. (View screen) It contains buttons for help, importing, changing settings, editing, reporting and exporting, and others.
To import trailer records from an Excel file, click the Import button on the main
screen, which brings you to the import screen. (View screen)
In this screen:
|Pricing A Trailer||If you click the Edit Selected Record button in the main screen, you will see the data for that trailer. (View screen) The screen includes fields that are specific to the assessment year, and others that are permanently attached to the trailer.|
|Printing and Exporting||
If you click the Reports button in the main screen,
you will get a dialog to select from several types of report.
(View screen) In that dialog, you will typically
click the Print List of Selected Records button to go to a screen to
select records to print or export. (The other buttons are for special reports.)
If you click the Print Letters button in the main screen, you will arrive at the initial Mail Merge Setup screen. That takes you to a selection screen, from which you go to the final Mail Merge Print screen.
Click the Export button to select and export records to an Excel spreadsheet. (View screen)This export may be to your administrative vendor's preferred format, if a checkbox and pulldown are available. ( View sample exported list (Excel) )
If you click on the Settings button in the main screen, you get a dialog
that allows you to change the number of decimal places in your final values.
It also has buttons for the depreciation and pricing table screens, and setting types for trailers
that weren't automatically decoded. You may also be
able to select the administrative vendor for data export. Note that this gets automatically
set when you import, if the program recognizes the vendor from the format.
The Depreciation Tables can be edited in the Depreciation Editing Screen. (View screen)The Pricing Charts can be edited in the Pricing Editing Screen. (View screen)
Types can be assigned to untyped trailers using the screen for that. (View screen)
|Getting Help||In most screens, you will find a button with a large green question mark (See any of the other screen images). Clicking that button displays help related to that screen.(View sample help)|
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