Software Africa Newsletter - June 2018

Green Tip ~ Excel Tip

Editorial

We have some new things to highlight this month, as we have been looking around quite extensively at what is in the market. Being confined to the office does rather open up new opportunities.

Changes to CIPC Information Requirements

CIPC has mandated the use of Inline XBRL when submitting Annual Financial Statements from 1st July 2018. We have a cloud-based product which is best suited to meet the CIPC mandate, where companies can prepare their financial reports on IRIS CARBON and generate various output files such as inline XBRL, PDF and Word output files. It is used by filers in the USA, UK, Italy and Ireland and has been customized for South African filing requirements.

To ensure that the implementation of the platform is successful, CIPC has already run a pilot project with 120 companies invited to file on this platform. The purpose of the pilot is to also to test the platform that we have developed for CIPC. The pilot project has already commenced in mid-February 2018.

XDS (Xpert Decision Systems Pty Ltd), along with their partner IRIS Business Services, a global XBRL major has been selected by CIPC to build its iXBRL submission platform to receive all South African Inline XBRL documents. CIPC has also used IRIS's validator on its filing portal. IRIS CARBON has an inbuilt validator which is built into the CIPC platform which ensures the client can make the error-free filing.

Over 50% of companies selected our IRIS CARBON solution to prepare their inline XBRL documents as part of the recently concluded pilot filings phase and all of them have been extremely pleased with their experience.

We have become resellers for XDS and will happily come and talk to you about how you can subscribe to the solution.

Green Tip

Good news - Woolworths and Pick n Pay are phasing out plastic bags! City of Johannesburg is also launching a sort at source with separate containers for bottles, plastics and tins.

ArCADia Software

Unhappy with constantly having to renew subscriptions and wanting a permanent subscription again for your design and engineering development software? Well this might be your solution. The product is priced in Euros, so we have to get the buying rate to give you an accurate price.

There are three products available - ArCADia LT, ArCADia 10 and ArCADia 10 Plus. They also have a full BIM solution and we can supply you with the brochure setting out exactly how it operates. Getting down to specifics, you can look at ArCADia for Architects, Distribution Boards, Electrical installations and so on. For more about them use this link.

Please contact Judith for more information and quotes.

Activating your Autodesk Software

Please note that your new Autodesk software has to be activated using your account log on within 30 days. Thereafter, please log onto your account monthly to receive the latest updates, so that your software stays current. You can use your account to access training videos and support via AVA as well. If AVA can't solve your problem, it can be escalated to Autodesk Support who will phone you to sort it out. This is an exceptional development as it makes problem solving so much faster than previously.

As an Autodesk customer, you matter to them as well as to your reseller. More and more solutions are sitting on your customer account - please explore them!

AutoCAD major change

All full AutoCAD products (Mac and Windows) now come with special tools. To quote Marcus O'Brien of Autodesk:

"Increase Productivity With Specialized Toolsets

"With access to 7 specialized toolsets, subscribers have more than 750,000 intelligent objects, styles, parts, features, and symbols to choose from when drawing. Designers can automate floor plans; quickly draw piping, plant equipment, or electrical panel layouts; incorporate GIS data into the planning process; edit scanned drawings and convert raster images into DWG objects all while working in a familiar AutoCAD interface.

"The toolsets now included in AutoCAD offer intelligent features that will help users work faster and be more efficient. For example, by using the Architecture toolset to model a design, you’ll save a significant amount of time incorporating real architectural elements such as doors, walls, and windows, instead of starting from lines and circles; creating a wall in AutoCAD requires 5 steps, whereas the same outcome in the Architecture toolset requires only 3 steps.

"Now imagine how productive you could be with all of the industry-specific toolsets at your fingertips.

"When you subscribe to AutoCAD 2019, you will gain access to the following toolsets:

"Architecture Toolset: Use specialized building design features and 8,000+ intelligent architectural objects and styles to speed architectural drawing and documentation.

"Mechanical Toolset: Use specialized mechanical design features and 700,000+ intelligent manufacturing parts, features, and symbols to speed product design.

"Electrical Toolset: Use specialized electrical design features and 65,000+ intelligent electrical symbols to boost productivity for creating, modifying, and documenting electrical controls systems.

"MEP Toolset: Use specialized MEP engineering features and 10,500+ intelligent mechanical, electrical, and plumbing objects to draft, design, and document building systems.

"Plant 3D Toolset: Use the specialized plant design and engineering toolset to efficiently produce P&IDs and then integrate them into a 3D plant design model.

"Map 3D Toolset: Use specialized mapping features to incorporate GIS and CAD data to support planning, design, and data management. Access spatial data stored in files, databases, and web services, and aggregate it with your AutoCAD design data.

"Raster Design Toolset: Use raster to vector tools to help you edit scanned drawings and convert raster images into DWG objects."

For the full story, go to this link. The solution will also include mobile apps to use with AutoCAD. This makes it very powerful.

QuickBooks in the Cloud

Please contact Judith for a full overview and pricing. The solution means that you can access your data from anywhere at anytime, giving you far better control. In addition, your data is backed up daily and updated speedily whenever new releases are made available. The really good news is that you can access low-cost solutions for self-employed business people up to the more sophisticated ones for more complex businesses.

To give the pros and cons, just stop to read this:

QuickBooks Online vs. QuickBooks Desktop

So what’s the big fuss about QuickBooks Online and how does it compare to its desktop counterparts? Well first off, QuickBooks Online makes daily tasks easier, meaning less work for small businesses.

How does QuickBooks Online win when it comes to functionality?

You’ll always have the latest version: With new releases every four weeks, QBO users always have the latest and greatest. You don’t have to scramble to reinstall a desktop version of QuickBooks or get talked into upgrading to the latest version.

Invoice/sales receipt automation: While desktop has memorized transactions, they still have to be sent to the customer manually. QBO’s counterparts, “recurring transactions,” can be set up to be emailed automatically to the customer and the QBO user/owner can be copied on each one.

Delayed customer charges/billing: Desktop has unbilled time and expenses, but you still have to manually go in and bill the customer for them. In QBO, you can turn on a preference to tell the program to do this automatically, any time activity is assigned on a daily, weekly, monthly or yearly basis. QBO will remind you to do it or automatically create an invoice for the unbilled time and expenses.

Activity log Desktop: has the Audit Trail, which tells us when a transaction was created, modified or deleted. QBO does this one better. The activity log shows when a user logs in, logs out, edits a customer, supplier, item or account. It shows when a third-party add-on accesses the data, when bank transactions are downloaded, and when those transactions are matched or added to registers.

Automatic email reporting: Memorize a report in QBO, add it to a group, and then set that group to be emailed to yourself or your client on a regular basis. You can send key reports out each month without ever actually logging into QBO! The best part is that the email “from address” is the user that set it up.

Bank transactions automatically downloaded nightly: In desktop, the process of downloading bank transactions into QuickBooks has to be initiated manually. In QBO, you can set up the connection, and QBO goes out each night and automatically pulls in the transactions!

For Accountants: Accountants will be pleased to know that QBO offers multiple AR/AP lines in Journal Entries.

Quick Payroll

Please contact Judith for the new KeyPlayer software. This Payroll complies with all statutory regulations and is simple to use and update.

Excel Tip #166 -- What's New in Excel 2016 for Windows?  New Pivot Chart (II) -- How to Create a Pivot Table?

We are looking at what is new in Excel 2016 for Windows Desktop, compared with Excel 2010.  On the Insert ribbon, in the Charts group, there is a new button for PivotCharts.  Before we get into that, we want to look at Pivot Tables.

Last time we explained the Pivot Table as a useful way of summarising data. Now we will create one. Consider, for example, the table below representing sales to various cites by different divisions of a fictitious company.  To create a Pivot Table based on this data, click anywhere in the data. On the Insert ribbon, click  the very first item, Pivot Table. A dialog box will pop up as shown on the right.

Date Division Invoice Amount Destination
06/03/2018 East 1824 R36,000 Cape Town
08/03/2018 East 1825 R198,200 Pretoria
09/03/2018 West 1782 R40,000 East London
11/03/2018 East 1826 R80,000 Cape Town
17/03/2018 West 1783 R221,100 East London
03/04/2018 South 2953 R244,000 East London
08/04/2018 South 2954 R95,800 Kimberley
12/04/2018 South 2955 R166,600 Cape Town
16/04/2018 North 2376 R152,400 Kimberley
24/04/2018 East 1827 R175,300 Pretoria

A placeholder will appear where you elected to place the PivotTable. On the right of the spreadsheet, a panel will appear like the one shown on the left. Tick Division. It will appear in the diagram at the bottom, not necessarily in the right place.  Drag Division under Columns. Tick Amount and make sure it is under Sum Values.  Tick Destination and place it under Rows. Your PivotTable will then look like this:

Sum of Amount Column Labels        
Row Labels East North South West Grand Total
Cape Town 116000   166600   282600
East London     244000 261100 505100
Kimberly   152400 95800   248200
Pretoria 373500       373500
Grand Total 489500 152400 506400 261100 1409400

Now that we know how to create a Pivot Table, next time we will look at how to modify it. For example, the sums of the amounts should be right-aligned as currency.  We might also want something other than a Sum.

Computius Say:

Programmer is process whereby coffee and pizza change into code.

Remember:  We can make your business run better by:

All the Best from the team!
Judith and Rick

Members, Communication in Action cc trading as Software Africa
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