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Handleiding Davilex Totaal Inhoudsopgave
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16
De relatiekaart ................................................................................................................... 104
16.1 Inleiding .................................................................................................................... 104
16.2 Relatiekaart openen .................................................................................................. 104
16.3 Informatie op de relatiekaart raadplegen .................................................................... 105
17 Relatiegegevens afdrukken .............................................................................................. 108
17.1 Inleiding .................................................................................................................... 108
17.2 Afdruksjablonen ........................................................................................................ 108
17.3 Relatiegegevens afdrukken ....................................................................................... 108
17.4 Relatiegegevens samenvoegen met Microsoft Word.................................................. 109
18 Rapportages ...................................................................................................................... 112
18.1 Inleiding .................................................................................................................... 112
18.2 Startscherm Rapportage ........................................................................................... 112
18.3 Rapport opstellen ...................................................................................................... 113
18.4 Rapporten kopiëren naar Microsoft Excel .................................................................. 116
19 Gegevens uitwisselen met uw accountant ...................................................................... 117
19.1 Inleiding .................................................................................................................... 117
19.2 Administratie verzenden ............................................................................................ 117
19.3 Memo accountantscontrole........................................................................................ 118
20 Gegevens importeren en exporteren ............................................................................... 120
20.1 Financiële gegevens importeren ................................................................................ 120
20.2 Financiële gegevens exporteren ................................................................................ 122
20.3 Gegevens exporteren naar Elsevier BAS en VPB ...................................................... 122
20.4 Relatiegegevens importeren ...................................................................................... 123
20.5 Relatiegegevens exporteren ...................................................................................... 123
20.6 Artikelen en artikelgroepen importeren ...................................................................... 124
20.7 Artikelen en artikelgroepen exporteren ...................................................................... 124
21 Administratiegegevens veiligstellen ................................................................................ 126
21.1 Inleiding .................................................................................................................... 126
21.2 Administratie beveiligen met wachtwoord .................................................................. 126
21.3 Handmatig reservekopie maken ................................................................................ 127
21.4 Automatisch reservekopieën maken .......................................................................... 128
21.5 Reservekopie terugzetten .......................................................................................... 129
21.6 Administratie overzetten naar andere computer ......................................................... 129
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