*CAPITAL Office Business Software

To reopen a prior financial year: 1. Go to the General Ledger area. 2. From the menu select Record|Open Year 3. Under "Year" select the year you want to reopen. 4. Press Open. Note: Remember to repeat the above and reopen the current year before you resume work in the current financial year.

1. Open the Customers area. 2. From the menu select Toolbox|Customer Rebilling. 3. Press Add. 4. To create an invoice based on the creation of a sales order, change the "Billing Type" from "Invoicing" to "Sales Orders" 5. Next to 'Customer Account' enter your primary cu...

To create a list of unpaid supplier invoices, do the following: 1. Open the Suppliers area. 2. Click on the vertical tab button on the left side, which has the label "Overview". 3. Right click on the transaction list and select Manage Queries. 4. Press New. 5. When prompted for the Query N...

This script prevents an invoice from being saved or re-saved if a salesperson code is specified on it but does not match any staff member currently found in your staff profile list. If .NOT. IsEmpty(ReadTranValue("Salesperson")) OpenTable("COMRATE") If .NOT. COMRATE->(Find(ReadTr...

To add a new stock location to your stock database do the following: 1. Launch CAPITAL Business Manager. 2. From the main menu select Company|Department. 3. Press the Add button. 4. Enter your location code in the Code field. 5. Enter a description of your location in the Name field. 6. Press Save.

The following tutorial explains how to create a PDF product catalog from a Price Catalog. For information on creating Price Catalogs see: https://www.capitaloffice.com.au/forum/viewtopic.php?f=22&t=103 1. Open the Stock Control area. 2. From the menu at the top select Toolbox|Catalog Wizard. 3. ...

1. Open the Stock Control area. 2. Tag the product items you want to include on the catalogue by ticking under the "T" column next to the item. https://www.capitaloffice.com.au/images/forum/catalog1.png 3. From the menu at the top select Toolbox|Price Catalog 4. Press the Add button. https...

To roll back a financial year: 1. Ensure all users except yourself, have closed the software. 2. Open the General Ledger area. 3. From the menu select Toolbox|Maintenance|Roll Back Financial Year 4. Press Delete Financial Year. NOTES: If you have posted any batches to the year you are about to roll ...

If you have BitDefender anti-virus installed and are presented with blocked access when trying to download your software updates: 1. Open BitDefender. 2. Click on settings icon (cog) at top of application. 3. Select Protection 4. Turn off Protection Shield 5. Log in and download your updates 6. Turn...

Applies To: Version 13 or above. Corporate Edition To exclude closed accounts from your customer list, do the following: 1. Open the Customers area. 2. Right click on the customer list and select Manage Queries. 3. Press New 4. When prompted for the Query Name enter: Exclude Closed Accounts and pres...