Search found 105 matches
- Thu Jun 09, 2022 9:23 am
- Forum: General Ledger (Financials)
- Topic: How To Open A Prior Financial Year
- Replies: 0
- Views: 92
How To Open A Prior Financial Year
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.
- Mon May 02, 2022 12:22 pm
- Forum: Processes
- Topic: How To Establish a Rebilling Arrangement
- Replies: 0
- Views: 233
How To Establish a Rebilling Arrangement
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...
- Tue Apr 12, 2022 10:53 am
- Forum: Processes
- Topic: How to Create a Supplier Unpaid Invoice Query
- Replies: 0
- Views: 317
How to Create a Supplier Unpaid Invoice Query
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...
- Wed Oct 20, 2021 10:18 am
- Forum: Scripting & Advanced Techniques
- Topic: Only Accept Valid Sales Rep Codes On Invoices
- Replies: 0
- Views: 1315
Only Accept Valid Sales Rep Codes On Invoices
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...
- Fri Sep 03, 2021 9:34 am
- Forum: Processes
- Topic: How to Add a New Stock Location
- Replies: 0
- Views: 1251
How to Add a New Stock Location
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.
- Fri Aug 27, 2021 11:56 am
- Forum: Corporate Edition
- Topic: Using Catalog Wizard With a Price Catalog
- Replies: 0
- Views: 1322
Using Catalog Wizard With a Price Catalog
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. ...
- Fri Aug 27, 2021 11:17 am
- Forum: Corporate Edition
- Topic: How To Create a Price Catalog
- Replies: 0
- Views: 820
How To Create a Price Catalog
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...
- Mon Aug 16, 2021 9:45 am
- Forum: General Ledger (Financials)
- Topic: How To Roll Back A Financial Year
- Replies: 0
- Views: 1385
How To Roll Back A Financial Year
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 ...
- Tue Aug 10, 2021 9:20 am
- Forum: Troubleshooting
- Topic: Can't Download Updates Running BitDefender
- Replies: 0
- Views: 1414
Can't Download Updates Running BitDefender
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...
- Sat Aug 07, 2021 4:55 pm
- Forum: Corporate Edition
- Topic: How To Hide Closed Accounts
- Replies: 0
- Views: 937
How To Hide Closed Accounts
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...