Arise Software Ltd

Support and Help Docs

16. November 2017 17:13
by Admin
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Hide share transactions

16. November 2017 17:13 by Admin | 0 Comments

Right click on action column and select Hide

Navigate to another owner then back to refresh the share transactions grid – the “Hide” row should now be hidden.

To temporarily show hidden items, right click in an empty section on the grid, Click Show Hidden

 

28. June 2017 16:25
by Admin
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Automatic owner document linking

28. June 2017 16:25 by Admin | 0 Comments

This new facility allows the automatic linking of documents to owner records. There is nothing required for you to do in the application.

It works by searching files that begin with SH and then an owner id.

For example, the owner id for Eve is 146:

The facility will list all files where the filenames begin with SH146:

The files are located in a folder that you designate. In this example, the folder is in my cloud drive called AriseOwnerUpdates:

However, the folder can be anywhere. The advantage of having it in a cloud drive (such as Google Drive, Microsoft OneDrive, Dropbox) is that the files are automatically backed up in the cloud and can be accessible anywhere there is an internet connection.

For organisations, the folder could be located in a shared folder on your network to allow other staff to access these files. The key is ensuring that the folder is the same name and network path, so it can be shared by all staff in the organisation that use GDMA. Speak with your IT team to designate a suitable folder.

 

Setting up the folder is simple and only needs to happen once:

Step 1: Click Administration tab, then Options

Step 2: Enter the folder in the "Photo and signature folder" then press Tab

Step 3: Restart GDMA

If you are already using "Photo and signature folder", then the owner documents can be stored here with the photo and signature image files.


All Done

Once the folder is set up, simply place the owner documents into the folder and the application will do the rest.

Drag Drop Files

Click on the Auto Linked Files tab

Drag and drop a file (such as a succession order or a scanned proof of bank account) into the Auto Linked Files Panel

Click Yes

The new facility will automatically prefix the filename with the shareholder’s ID and the current date/time.

File naming

Ensure to name the files with SH then the owner id. After the owner id, the filename can have a space or - then anything else after it.

The files in the list can be opened by double clicking on the file.

Too easy.

8. June 2017 03:51
by Admin
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Importing Trust

8. June 2017 03:51 by Admin | 0 Comments

These instructions are for importing a new trust. It is important that a backup of the database is made prior in order to revert back to it if required.

Before the import

Trust Import File

We will supply an email of a file that is used to add the new trust to the gdpro/gdma database. The file is encrypted and opening it may break it. Save the file to your desktop.

GDMA Update

We may provide an update to GDMA to allow the new trust to be added. If an update is required, it will be released at the same time as the email is sent out that contains the encrypted trust import file. Simply restart GDMA in order for the automatic download and install to start. The GDMA update may request that the database is to be updated due to the GDMA application update. Please allow the database update to process.

Import Steps

Click Administration tab

Click Apply Update

Select file provided by Arise Software

Let the process run and on completion, restart GDMA.

The trust will now be in GDMA.

Please go here to complete the setup:

http://help.arisesoftware.co.nz/post/2017/06/08/setting-up-trust-after-import

 

8. June 2017 02:54
by Admin
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New Trust Setup

8. June 2017 02:54 by Admin | 0 Comments

These instructions are for a new trust setup.

Select Administration

Select the newly imported trust

Enter details. In particular the trust total shares as this is used in the distribution.

Then go to Trust Groups

Select the newly imported Trust

Enter details. In particular the DC Acc Name and No, if you do payments by direct credit.

Check what has been imported. Go to reports and select Register Summary:

Select the newly import trust:

Click Print Preview:

Check the total shareholding is as expected:

5. May 2017 02:07
by Admin
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Exclude empty addresses, emails...

5. May 2017 02:07 by Admin | 0 Comments

If a report showing rows that it should not, for example you are wanting to excludes those that do not have an email address, then try the following:

For addresses and similar fields, replace Email Address with the required field.

 

14. October 2016 02:55
by Admin
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Reporting: Barcode in Excel

14. October 2016 02:55 by Admin | 0 Comments

The following instructions are to produce an owner’s list with a barcode.

GDMA Manual Barcodes in Excel 24Jul19.pdf (196.48 kb)

Here is a sample barcode font that is to be inspected by your IT specialist before installing fre3of9x.ttf (7.05 kb)

https://www.google.com/search?q=how+to+install+a+font

Then in the AGM screen

Place the cursor in the “Enter ID or Name or Scan Barcode” textbox. Then when you scan the barcode, the SHID will automatically go into the textbox.

 

Alternative instructions:

https://www.youtube.com/watch?v=qSa5Qz7Dtyo