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SOFTWARE...

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Accounting Software
Business & Miscellaneous Software
Software Services
Advanced Services

Why use KLH Services, Inc.?

 


   Software packages supported:

Click on a product's name below to view the software company's website in a new window.  
Please report any broken links to the webmaster at the e-mail address below.  The products referenced herein are registered trademarks and property of their respective companies.

bulletAccounting Software:
bulletExpert skill level [I'm either currently certified in the product and/or very proficient with the product]:
bulletQuickbooks/Pro/Premier (currently certified)
bulletQuicken Home & Business (used for years for personal records)
bulletQuicken Deluxe & Quicken (scaled down versions of above)
bulletPeachtree Complete Accounting (AccountCare member)
bulletPeachtree Accounting (AccountCare member)
bulletPeachtree First Accounting (AccountCare member)
bulletGood skill level [I was either previously certified or have had a good deal of experience with the product]:
bulletAccpac Advantage Series (was certified for 5 years)
bulletDacEasy - DOS (was certified for 3 years)
bulletOne-Write Plus (same as manual system, but on computer)
bulletSlight skill level [I've had limited experience with the product within the last 5 years, but don't consider myself overly proficient]:
bulletAccpac Plus - DOS
bulletAccpac Simply Accounting
bulletMYOB
bulletVery slight skill level [I've worked with the package a long time 
ago and I expect a lot has changed in the meantime]:
bulletNew Views (the first accounting package I ever used)
bulletOpen Systems (the second accounting package I ever used)
bulletSBT Accounting (DOS only; now called Accpac ProSeries)

If you need help with a product not referenced above, I can probably assist you with any non-technical issues.  Technical issues require contact with the vendor or a certified consultant.  While I might not have direct experience with your package, they are all fairly similar in functionality.  Learning the nuances of a new package is relatively easy for me considering my experience with so many other accounting packages.

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bulletBusiness Software:
bulletGeneral:
bulletACT! Contact Management Software (database)
bulletWinFax (turn your PC into a fax machine; integrates with some versions of ACT!)
bulletRoxio Easy CD Creator (burn CDs and make backups)
bulletSeagate Crystal Reports (can query almost any database)
bulletMicrosoft Office and other Microsoft products:
bulletOutlook (contact management and e-mail)
bulletWord (word processing)
bulletExcel (spreadsheet)
bulletAccess (relational database)
bulletFrontPage (web site creation)
bulletPublisher (desktop publishing)
bulletE-mail and Internet:
bulletInternet Explorer (web browser)
bulletOutlook Express (e-mail)
bulletAOL (web browser and e-mail)
bulletTrend PC-Cillan (anti-virus software)
bulletBlack Ice (firewall)

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Software Services

bulletInstallation of new software...
bullet

Some installation tips and tricks can only be learned with experience.  

bullet

Some installs require permanent set up decisions be made on the spot.

bullet

Sometimes an advanced install is better than the standard/default.

bulletSet up and Configuration...
bullet

Decisions regarding what, if any, historical data will be entered or migrated should be made prior to set up.

bullet

Set up choices aren't always clear and may have hidden repercussions.

bullet

Improper configuration can lead to data corruption and data loss.

bulletCustomization of Forms, Reports, and Screens...
bulletForms:
bullet

Most programs allow the user to create custom forms.

bullet

Customizable forms often include estimates, sales orders, invoices, statements, purchase orders, and checks.

bullet

Company logos can be added to many forms.

bulletReports:
bullet

Most programs allow the user to customize reports.

bullet

Custom reporting allows you to view only that data you're interested in seeing, in the format you choose.

bullet

Crystal Reports can pull data from almost any database, so if the report you want is not possible from within the program itself, odds are you can create it with Crystal.

bulletScreen (GUI):
bullet

Some programs allow the user to alter the appearance of data entry screens or views.  

bullet

You can usually change colors and fonts, add or remove fields, or reorder the sequence of fields.

bullet

Some products allow the addition of optional or additional fields.  These fields are specific to your company and provide the user a place to store data that isn't stored in a default field.

bulletImplementation...
bullet

Implementing a software package, especially an accounting package or a database, involves much more than installation and set-up.

bullet

Switching to another program should involve running concurrent systems until it can be confirmed that the new system is bug free. 

bullet

Rolling out the project requires a project manager that can oversee all aspects of the implementation - from installation to coordination of personnel to verification of data.

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Advanced Services

bulletConversion:
bullet

Some software packages offer automatic conversion utilities which make it appear easy to switch from your existing program to the new one.  Too often these utilities leave a lot to be desired - some perform a partial conversion while others can potentially corrupt your data.  If you insist on trying a conversion utility, steps should be taken to protect your existing data.

bullet

Manual conversions offer more control and tend to be safer.  They  involve setting up the new software package as if there was no existing data, then either keying or importing (data migration) the existing data into the new package.  While this method may take a little longer, you gain total control over what data moves over into the new program.  Furthermore, it's safer because your existing data remains  intact, which allows the old program to be run simultaneously with the new program to verify accuracy.

bulletData Migration:
bullet

Moving data from one program to another can be a cumbersome task if you rely on manual data entry.  Depending on the amount of data you have, it may be more economical and efficient to have the data migrated from the old program into the new package.

bullet

Data migration involves exporting data from one program, changing or  manipulating it as necessary in an intermediary program such as Excel, then importing it into another program.  Even if file formats are the same  or similar for both programs, they often require different fields with different attributes in different sequences.

bullet

Data consistency is key to determining if data migration is the right path for your conversion.  If the existing data is entered in a consistent manner, data migration is a relatively simple process.  An example of inconsistency would be having some phone numbers in the contact field, some in the address field, and some in the phone field.  

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Why use KLH Services, Inc.?

bullet

REVISIONS: I do my best to keep my clients apprised as to when product revisions (a.k.a. new releases and patches) are released.  Unless you use a package that automatically checks the internet for revisions, you might not be aware that a problem with the software was found and corrected.  It's normally safest to be on the most current revision (as opposed to version) of a product.

bullet

UPGRADES: Most software companies release a new version of their product every year or so.  Those end-users who jump right in and upgrade to the new version often unknowingly act as "debuggers" for the software company.  In other words, the user acts as a guinea pig by helping them uncover the bugs inherent in a new release.  Assuming your company has better ways to spend their time, I can tell you when it's safe to upgrade.

bullet

TRAINING: see the "General Training" page for more information.

bullet

SUPPORT: As a rule, I don't troubleshoot operating systems or hardware issues, but I can usually help troubleshoot software issues.  Sometimes the software requires different files or settings for different operating systems.  Sometimes there can be a conflict between two individual software packages.  Using on-line documentation, Knowledge Bases, and Technical Support from the vendor (when available), I can normally get to the root of the problem and make suggestions for correcting it.

bullet

ADD-ONS: Most generic software packages are meant to satisfy most needs of most businesses.  Industry-specific packages are normally cost prohibitive.  The compromise exists when a company unrelated to the maker of the generic package (a 3rd party developer) creates another program (an add-on) that is meant to work (integrate) with the generic package.  These add-ons can add features and functionality to the original product, making it do something you always wished it could.  They can also help tailor a product more to a specific industry by adding fields or forms specific to that particular industry.  I can make you aware of existing add-ons that might benefit your business or notify you if a new one is released.

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Last modified: January 08, 2009  Legal Disclaimer