Sage 2015 Advanced Features User Manual

Below you will find brief information for Advanced Features 2015. This user manual will guide you through the installation, configuration, and use of the software, including features such as data backup, report generation, exporting data, document management, and client extra details.

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Advanced Features 2015 User Manual | Manualzz

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Advanced
Features 2015
User Manual
Important Notice!
Every effort has been made to ensure that this User Manual is accurate at the time of printing;
however there may be some inaccuracies due to the continuous improvements made to the
module.
An updated User Manual may be available for download from HandiSoft’s Internet site
www.sagehandisoft.com.au.
© HandiSoft Software Pty Ltd 3
The following Licence Agreement will appear as a splash screen prior to the installation of the Software.
Licence Agreement
Important - Read Carefully: Permission to use this Software is conditional upon you, the customer, agreeing to the terms set out
below. By passing beyond the splash screen, installing, copying, downloading, accessing or otherwise using the Software, you
agree to be bound by the following terms. If you do not agree to the terms, do not pass beyond the screen, install, copy, download,
access or otherwise use the Software but promptly return this Software and any accompanying materials to HandiSoft or its
Authorised Distributor with proof of payment, and any Licence Fee you have paid will be refunded to you.
This licence agreement may be amended or replaced in its entirety at any time to facilitate changed operating conditions. In the
event this occurs, the then current licence agreement will be the prevailing version. A copy of the operating licence agreement may
be accessed from within the Licences tab in any HandiSoft module.
Copyright
© HandiSoft Software Pty Ltd 2015. All rights reserved.
Copyright in the Software and in the Documentation is owned by HandiSoft Software Pty Ltd. ("HandiSoft"). No part of the Software
or the Documentation may be reproduced or copied in any form or by any means (graphic, electronic or mechanical, including
photocopying, recording, taping or information storage and retrieval systems) without the prior written permission of HandiSoft
Software Pty Ltd.
The copyright in the Software and the Documentation is protected by Australian national copyright laws (including the Copyrig ht
Act 1968 (Cth)) and by international copyright treaties.
1. Words with defined meanings
1.1 Unless defined elsewhere in this Agreement, a word or expression starting with a capital letter has the meaning given to
that word or expression set out in clause 15 of this Agreement.
2. Disclaimer
2.1 You acknowledge that you have sought independent professional advice in relation to the Software and Documentation,
and that you are not relying on the advice or judgment of HandiSoft. To the extent permitted by law, the Software and the
Documentation are provided on the basis that:
(a) HandiSoft, its officers, employees, contractors, agents and Authorised Distributors are not responsible for the
results of any actions taken by you in reliance on information in the Software or Documentation, nor for any error or
omission in the Software or Documentation;
(b) HandiSoft, its officers, employees, contractors, agents and Authorised Distributors are not engaged in and do not
represent by providing the Software and Documentation that they are providing any legal, accounting, professional
or other advice or services; and
(c) HandiSoft, its officers, employees, contractors, agents and Authorised Distributors are not responsible for the
results of any actions taken by you in reliance on information contained in any third party software or data,
embedded in or provided in conjunction with the Software or Documentation, nor for any error or omission in such
third party software or data.
2.2 Connected Services
In order to provide a more comprehensive offering of Handisoft Software, Handisoft discloses that there may be Third
Party Software Products or Services which are embedded into this module that may link to sources operated by other
external parties (Connected Services). Notwithstanding that the Third Party may be affiliated with Handisoft, Handisoft has
no control over these externally linked sources, all of which have their own separate terms and conditions including
privacy and data collection practices. You will be responsible for all fees and charges associated with the Connected
Services and must do anything (including executing a document) that the external party reasonably requires giving full
effect to the Connected Services and the transactions it contemplates.
3. Grant of rights
3.1 Subject to your payment of the Licence Fee, HandiSoft grants to you a non-exclusive licence ("Licence") during the Term to
use the Software and Documentation at the Site, for your own internal purposes only, on the terms and conditions set out
in this Agreement.
3.2 The Licence entitles a single accounting practice to install and operate the Software for one site of access only,
notwithstanding it may be connected with other associated branches, affiliates and subsidiaries through a central server
and/or a hosting environment, and is limited to the number of concurrent network Users specified on the Invoice and the
Software for that particular Site. You must purchase the Software for each location and site of access. In the avoidance of
doubt, the Licence is Site- specific and individual accounting practice must have its own individual Licences.
3.3 If there is a limit to the number of Users of the Software, number of networks, or other restriction specified on the Invoice
and in the Software, or otherwise imposed upon the Licence under this Agreement, the Licence to use the Software will be
restricted accordingly. You may only increase the limits specified in the Invoice or Licence by paying such fees as are
Licence agreement Advanced Features 2015
4 © HandiSoft Software Pty Ltd
applicable to the increased limits. No reduction of Licence Fees will be provided in the event any limits are reduced during
the Term.
3.4 If your accounting practice shares offices with another unrelated accounting practice, both accounting practices must
purchase the Software in their own right, even if the parties share a common computer system.
4. Duration of agreement
4.1 This Agreement commences on the date of its acceptance by you and will continue in effect until the expiry of the current
financial year on 30 June ("Term"), unless extended in accordance with clause 4.2, or terminated in accordance with
clauses 4.3, 4.4 or 12.
4.2 Subject to clauses 4.3 and 4.4, you may extend the Term for further one year periods by paying the then current Annual
Renewal Fee for the extended period in accordance with clause 8.
4.3 The current Annual Renewal Fee must be paid, or arrangements for payment acceptable to HandiSoft made, by the due
date specified by HandiSoft for the Term to be extended.
4.4 Without limiting any other right to terminate this Agreement under clause 12, HandiSoft may terminate this Agreement
upon expiry of any financial year, by giving you written notice on or before expiry of the then current financial year.
HandiSoft will not unreasonably terminate this Agreement.
5. Your obligations
5.1 You are not permitted to purchase the Software with an additional tax agent reference number for use by another tax agent
without HandiSoft’s written consent.
5.2 Subject to this Agreement, and to any non-excludable provisions at law (including the Copyright Act 1968 (Cth)), you must
not, and must not allow or cause any other person to:
(i) print, copy or reproduce the Software or Documentation by any means or in any form other than to make one copy
of the Software for back-up and security purposes;
(ii) give, lease, rent, lend, assign (other than as expressly permitted under this Agreement), licence, sub-licence,
transfer, distribute, disclose, disseminate, or publish the Software in any form to any other person or attempt to do
any of these acts;
(iii) modify, adapt, alter, reverse engineer or decompile the Software; or modify or change the database other than
through use of the Software;
(iv) create or recreate, or attempt to create or recreate, the source programs, object programs or any other aspect of
the Software in whole or in part.
(v) access, install or use the Software other than at the Site in accordance with this Agreement;
(vi) use the Software for sublicensing, timesharing, rental, facility management, service bureau usage, or third party
training purpose.
5.3 You agree to indemnify and keep indemnified HandiSoft, its officers, employees, contractors, agents and Authorised
Distributors against any loss or damage incurred by them as a result of use of the Software or Documentation by you, your
employees, contractors or agents that is not in accordance with this Agreement.
6. Configuration and installation
6.1 The Software may only be installed on a computer at the Site.
6.2 The Index File provided with the Software is specific to you, the Licensee. Any change will require a new Index File. You
must not circumvent the Index File system needed to operate the Software, or use an index file which has not been
provided to you by HandiSoft.
7. Use of software and documentation
7.1 Subject to your payment of the Licence Fee, applicable taxes and any other fees specified in the Invoice in full, upon
installation of the Software pursuant to clause 6, you may use the Software and Documentation in accordance with the
terms of this Agreement.
7.2 You must, upon receiving a written request from HandiSoft, allow HandiSoft to access the Site, during ordinary business
hours, as reasonably necessary to audit your compliance with the terms and conditions of this Agreement and the
restrictions in clauses 3 and 5.
7.3 If the Term of this Agreement is not extended in accordance with clause 4.2, the Licence will automatically terminate on the
expiry of the then current Term, and you acknowledge and agree that no further notice is required to you from HandiSoft to
effect such termination.
8. Fees
8.1 You must pay the Licence Fee, applicable taxes and any other fees listed in the Invoice in full.
8.2 You acknowledge that a Deposit, if taken, is non-refundable in the event that you do not pay the Balance or proceed with
installation of the Software in accordance with clause 6.
8.3 The Annual Renewal Fee is invoiced annually in advance for each financial year commencing 1 July in the relevant year
and ending 30 June in the subsequent year. Each year, on or before 1 July, HandiSoft may increase the Annual Renewal
Fee. You must pay the Annual Renewal Fee on or before 1 July of each year of the Term.
8.4 Without limiting any other right or remedy of HandiSoft or its Authorised Distributors, interest on overdue amounts is
payable by you at the rate of 15% per annum, from the date the amount became overdue until it is paid in full, inclusive of
interest. Interest accrues daily.
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Key features

  • Install and configure

  • Data backup and restoration

  • Report creation and filtering

  • Data export options

  • Custom document generation

  • Client extra details management

  • SMS messaging integration

Frequently asked questions

The manual outlines system requirements and provides step-by-step instructions on installing and configuring the software.

The document explains data corruption risks, suggests a backup regime, and guides you through manual and online backup procedures.

You will find information on operating filters, creating reports, and saving and emailing them in this guide.

The manual covers features like customising the software, working with documents and mailing labels, and using client extra detail fields and SMS messaging.

User questions

I I

Michael I.

What specific accounting functions or modules are available in the software?

No votes

Available modules include HandiLedger 2015 (general accounting, compliance reporting, debtors/creditors, stock control), Bankfeeds 2015 (automated bank transaction entry), Workpapers 2015 (optional feature allowing document attachment), HandiTrust 2015 (trust bank account management), HandiAsset 2015 (asset management), and HandiBiz 2015 (small business bookkeeping, BAS preparation).

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