Ratios Plus: Frequently Asked Questions (FAQ's)

General Questions

  1. Why does Ratio Plus indicate that I am using a DEMO program when I start it?
  2. I lost my activation code, how can I get another one?
  3. How can I tell what version of Ratios Plus I am using?
  4. How can I tell if I have the most current version of Ratios Plus?
  5. How do I get the most release of the current version of Ratios Plus?
  6. Will Ratios Plus prompt me to download the current release of Ratios Plus?
  7. Since I've never used Ratios Plus before, what is the best way to get an overview of its features?
  8. I can't find my Ratios Plus CD.  How do I get a new one?
  9. Will I be able to import my data from Accountant's Helper into Ratios Plus?

Installation

  1. What should I do if I put the Ratios Plus CD in my computer and nothing happens?

  2. Can I access my data files on a network if I install Ratios Plus on my computer?
  3. Do I need another copy of Ratios Plus if I want to install it on another computer in my office?

File Menu

  1. How do I backup my data files?

Ratios Menu

  1. How do I select specific ratios for printing and charting?

Financial Data Menu

  1. How do I enter financial data for my company or client?

Reports Menu

  1. How do I print a listing of all the clients I have entered in Ratios Plus?
  2. What report will show me detailed information for the various ratios I have selected?
  3. How do I chart a specific ratio over time or print a chart of several ratios compared with one another?
  4. How do I change the printer used for printing a report?

Housekeeping Menu

  1. When would I need to rebuild my index files?

Help Menu

  1. What resources are available for learning about Ratios Plus?

 

 

General

Why does Ratios Plus indicate that I am using a DEMO program when I start it?

An activation code is required to convert Ratios Plus from DEMO mode to an unlimited version.  Until you enter your activation code, Ratios Plus will start in DEMO mode. While in DEMO mode, whenever RP starts, a screen will be displayed prompting you for your activation code.   To activate the program, click the ‘Enter Activation Code’ button and type in your program prefix, serial number, and the activation code provided to you on the CD case that your CD was shipped in.  If you bypassed the prompt during the startup, you may enter the activation information by selecting the option "Enter Activation Code" from the Help Menu, or wait until the next time you start RP.

I lost my activation code, how can I get another one?

Select Enter Activation Code from the Help Menu.  Click the Request Activation Code button on the screen that is displayed.  Complete the form that will be displayed and email or fax to Pro-Ware.  We will respond by email if you email your request or by fax if you fax your request to us.

How can I tell what version of Ratios Plus I am using?

Go to the Main Menu.  Above the     logo, the version year will be listed as part of the program title.  The version date of the Ratios Plus program will be displayed below the logo.  Generally, the version will change with each new ANNUAL update; however, the version date will change whenever we issue an interim update.

How can I tell if I have the most current version of Ratios Plus?

Ratios Plus is updated annually and you will receive an update notice and update order blank via mail each year around the 1st of November.  The version will correspond with the year in which it is released.  During the year, we will issue interim updates to make minor fixes and enhancements to the program.  Interim updates are downloaded from our website and are not sent out on a CD unless specifically requested.

If you need an upgrade and do not have an upgrade order blank, you will need to call Pro-Ware at 402.861.8800 to determine what your upgrade cost is or to place an upgrade order for the most current version.  You can place your order over the phone or we can fax you an upgrade order blank.

If you have the current version and want to verify that you have the most current release of that version, follow the instructions in the next section, "How do I get the most current release of the current version of Ratios Plus?".

How do I get the most current release of the current version of Ratios Plus?

The most current release of Ratios Plus is always available on our website and can be downloaded by current users at any time.  For example, if you have version 1.0 of Ratios Plus, the most current release of RP 1.0 can be downloaded by selecting the Update option from the toolbar on the Main Menu or selecting Auto-Update from the Help Menu.  Naturally, you must have an internet connection to use this option.  The auto-update feature built into Ratios Plus will download and install the update for you. 

Alternatively, you can go to the Pro-Ware website ( www.proware-cpa.com/rp_updates.html ) and download the update to your computer and install it.  Instructions for installing the update are included on our website.

Will Ratios Plus prompt me to download the current release of Ratios Plus?

Yes, the default settings for the auto-update feature in RP is to prompt you every 15 days during the period of January 1 through April 15.  After April 15, you will be prompted every 30 days to check for a new update.  If you are not being prompted, it may be that this feature has been turned off.  To verify that the auto-update feature is enabled, click the Update button on the Main Menu toolbar or select Auto-Update from the Help Menu.  At the bottom of the screen that will be displayed, there is a checkbox to disable the auto-update feature.  If you want to enable the auto-update feature, uncheck the box. 

Remember, even if this feature is disabled, you can always check for an update at any time by clicking the Update button on the Main Menu toolbar or selecting Auto-Update from the Help Menu.  On the screen that is displayed, click the OK button to check for, download, and install the current release. 

Since I've never used Ratios Plus before, what is the best way to get an overview of its features?

The Ratios Plus Tutorial provides a quick overview of how to get started.  It includes instructional text and video presentations to describe some of the most common features.  To access the Tutorial, select the Ratios Plus Tutorial option from the Help Menu. 

I can't find my Ratios Plus CD.  How do I get a new one?

If you are using the current version of Ratios Plus, you can purchase a replacement CD from Pro-Ware.  Call customer service at 402.861.8800 to order.

Will I be able to import my data from Accountant's Helper into Ratios Plus?

Yes, under the File Menu, there is an option called Accountant's Helper Import Wizard.  It is a simple two-step process which allows you to select which clients to import.

 

Installation

 

What should I do if I put the Ratios Plus CD in my computer and nothing happens?

We rely on the "autorun" feature of Windows to start the installation program when you insert the Ratios Plus CD; however, if this Windows feature has been disabled or is not working properly, the installation program will not start.  To manually start the installation program, click on My Computer, then right-click on the drive that represents your CD-ROM drive and select Open from the menu.  When the contents of the CD are displayed, double-click on AUTORUN.EXE and the installation program will start.

Can I access my data files on a network if I install Ratios Plus on my computer?

Yes.  If Ratios Plus is installed on your computer, you can access data files on your local computer, a network, or any drive that you can navigate to using Windows Explorer. 

Do I need another copy of Ratios Plus if I want to install it on another computer in my office?

Yes.  Every copy of Ratios Plus comes with a individual PC license.  If you want to install it on another computer, you will need to purchase an additional licensed copy of Ratios Plus.

File Menu

How Do I backup my data files?

The best way to backup your data files is to use the option Backup/Restore in the Files Menu. This option is a wizard that will allow you to backup your data files or restore data files from a previously created backup file. The backup files created are in standard "zip" format and can be viewed using any software program, in addition to Ratios Plus, that reads standard zip files, such as, Windows XP.

Ratios Menu

How do I select specific ratios for printing and charting?

To select specific ratios for which to enter accounting and subsequent printing and charting, simply go to the Ratios Menu and choose the "Select ratios" option. Click the boxes next to the ratios desired and then click "OK" to complete your selection. By default all of the ratios available in RP are selected. In addition, you can even create customized ratios by selecting the "User-defined" option located in the Ratios Menu.

Financial Data Menu

How do I enter financial data for my company or client?

Simply select "Add/Edit Data" located in the Financial Data Menu to enter any financial data for your company or client.

Reports Menu

How do I print a listing of all the clients I have entered in Ratios Plus?

To print a listing of clients you have entered in Ratios Plus, simply select the "Client Listing" option from the Reports Menu. From there, you can elect to print all of the clients you have added to RP or just selected clients from the listing.

What report will show me detailed information for the various ratios I have selected?

To print detailed information for the ratios you have selected, select the "Ratios Detail Report" from the Reports Menu. To print a report comparing selected ratios, select the "Ratios Comparison Report". You can even print a report showing the ratio data used in RP by selecting the "Ratio Data Report"

How do I chart a specific ratio over time or print a chart of several ratios compared with one another?

To chart your data, simply select the "Chart Wizard" from the Reports Menu. From there, you can chart specific financial data or compare ratios over time.

How do I change the printer used for printing a report?

You can set the default printer in the Configuration Wizard found under the File Menu.  If, however, you wish to temporarily print to another printer, you can select the different printer by clicking the ellipsis (...) button to the right of the Printer box on the top of the reports screens.  The printer will change back to the default printer as soon as you leave the report specification screen.

Housekeeping Menu

When would I need to rebuild my index files?

The Rebuild Index Files option should be used if you error message indicating your index file is corrupted or if you experience a power surge or outage during data entry.  This option is also used to permanantly remove records that have been deleted from the selected files.

Help Menu

What resources are available for learning about Ratios Plus?

You are using one of the resources right now, but there are a number of resources available to learn about the Ratios Plus program including the following:

  • Help System - Press F1 from anywhere within the program to display the Help System.

  • Tutorial - If you are new to Ratios Plus, you should probably go through the tutorial.  You can display or print the tutorial by selecting Ratios Plus Tutorial from the Help Menu.  If you run the tutorial with videos from the Internet, you can run the video clips that will demonstrate how to use many of the features in Ratios Plus.

  • Online Discussion Board - The online discussion board on the Pro-Ware website has hundreds of postings from users regarding various issues concerning the program.  Very often, you can find a solution to your problem or additional information about your concerns on the discussion board.  To view the discussion board, go to www.proware-cpa.com/discussion.html.

  • Technical Support - Of course, you can always call our technical support staff for assistance.  Alternatively, you can use the option "Comment / Question / Suggestion" in the Help Menu to fax or email us.  Very often, we can respond more quickly and in greater detail via email or fax than we can if you call us.

                                                                                                                                       

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