Recalculate Totals

Use the Recalculate Totals settings to update financial balances for Debtors, Clients and Daysheets. You may select the type of records that you want to recalculate, or simply update your interest and fees. When recalculating Daysheets, you may select a date range in the FROM and TO fields.

Recalculating may take some time depending on the size of your database.

If you use automatic Debtor interest calculations, normally you would want to recalculate at the beginning of the day . Otherwise, you need only recalculate when you've added new accounts or posted payments.

Please be aware that account Mode determines whether or not accounts are recalculated. This is set in the Mode field of the Debtor form.

Recalculate Totals

You can schedule your recalculations for off hours using Collect!'s Scheduler.

Accessing Recalculate Totals

There are two ways to access this form.

1. Select Tools from the top menu bar and then select Recalculate from the drop-down choices. This will display the Recalculate Totals form.

2. From the Main Menu, select the Daily Administration option. Then select Daily Batch Processes from the Daily Administration menu. Select Calculate All Totals from the Daily Batch Processing menu. This will display the Recalculate Totals form.

Debtors

These settings relate to Debtor Totals.

Calculate Interest And Fees Only

Flagging this field will tell the system to only calculate the interest and fees when recalculating all records.

To flag or unflag this field, either select it with the mouse or while you are on the field, press your spacebar.

Recalculate All Debtor Totals

Flagging this field will tell the system to calculate the Debtors' totals only.

To flag or unflag this field, either select it with the mouse or while you are on the field, press your spacebar.

Please be aware that account Mode determines whether or not accounts are recalculated. This is set in the Mode field of the Debtor form.

Don't Calculate Debtors

Flagging this field will tell the system to ignore all Debtor records when recalculating.

To flag or unflag this field, either select it with the mouse or while you are on the field press your spacebar.

Others

These settings are for recalculating other totals -- not Debtor totals.

Recalculate Client Totals

Flagging this field will tell the system to recalculate all Client totals when recalculating.

To flag or unflag this field, either select it with the mouse or while you are on the field press your spacebar.

Recalculate Daysheet Totals

Flagging this field will tell the system to recalculate all daysheets when recalculating.

To flag or unflag this field, either select it with the mouse or while you are on the field press your spacebar.

There is a 730 days, or two years, maximum to go back, or forward, when recalculating. If you select a FROM value greater than two years, Collect! will limit results to two years backward scanning. If you select a TO value greater than two years, Collect! will limit results to two years forward scanning. This limit was imposed for performance and optimization.

From

Pressing F2 and selecting a date from the calendar will set the start date of daysheets to include when recalculating.

Maximum to go back is two years or 730 days. If you pick a date that is older than two years, Collect! will limit the results to two years backward scanning.

To

Pressing F2 and selecting a date from the calendar will set the end date of daysheets to include when recalculating.

Maximum to go forward is two years or 730 days. If you pick a date that is later than two years in the future, Collect! will limit the results to two years forward scanning.

Help

Press this button for help on the Recalculate Totals dialog and links to related topics.

Close

Select this button to close this form, ignoring any settings you have chosen, and return to the previous form.

Start

Select this button to start the recalculation process.