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होम एक्सप्लोर मेरे मैनुअल

कंप्यूटर और इलेक्ट्रॉनिक्स सॉफ्टवेयर Sage 2015 उपयोगकर्ता पुस्तिका

History of changes. Sage 2015

पीडीएफ

दस्तावेज़

विज्ञापन

जानकारी दस्तावेज़ चैट संबंधित

विज्ञापन

History of changes

The Advanced Features 2015 user manual has been updated since the initial version was printed. The following list details the changes that have been made.

Changes made

Changes included in version: 03/07/2015



Added information on adding and editing timesheets via HandiSoft Connect

 Added information on viewing your Practice Manager diary via HandiSoft Connect

Changes included in version: 13/06/2015

 First release of 2015 version



Added information on accessing clients’ tax forms via HandiSoft Connect

 Added information on viewing your diary events via HandiSoft Connect

Changes included in version: 18/03/2015

 Updated images and descriptions.



Updated information on sending SMS messages to include the SMS message balances

being displayed.

Changes included in version: 15/09/2014



Added information on HandiSoft Connect .

© HandiSoft Software Pty Ltd

11

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डाउनलोड

बस एक दोस्ताना अनुस्मारक. आप दस्तावेज़ को यहीं देख सकते हैं. लेकिन सबसे महत्वपूर्ण बात, हमारे एआई ने इसे पहले ही पढ़ लिया है. यह जटिल चीजों को सरल शब्दों में समझा सकता है, किसी भी भाषा में आपके सवालों के जवाब दे सकता है और सबसे लंबे या सबसे जटिल दस्तावेजों को भी जल्दी से नेविगेट करने में आपकी मदद कर सकता है.

नहीं, फिर भी इसे स्वयं खोजना चाहता हूं

नमस्ते! मैं एक एआई चैटबॉट हूं जिसे विशेष रूप से History of changes. Sage 2015 के साथ आपकी सहायता करने के लिए प्रशिक्षित किया गया है. मैंने दस्तावेज़ की अच्छी तरह से समीक्षा की है और आपको आवश्यक सटीक जानकारी का पता लगाने या स्पष्ट और सरल शब्दों में सामग्री को समझाने में मदद कर सकता हूं. चाहे आप विशिष्ट सुविधाओं, समस्या निवारण चरणों या सामान्य उपयोग पर मार्गदर्शन की तलाश कर रहे हों, अपने प्रश्न पूछने के लिए स्वतंत्र महसूस करें. आप अपनी चिंताओं या जरूरतों के बारे में जितनी अधिक जानकारी प्रदान करेंगे, उतनी ही सटीक और प्रभावी ढंग से मैं आपकी सहायता कर सकता हूं!

सहायक टाइपिंग कर रहा है

सहायक कीबोर्ड से बाहर है. कृपया, बाद में फिर से प्रयास करें.

New chat

विषय सूची

History of changes

Changes included in version: 03/07/2015

Changes included in version: 13/06/2015

Changes included in version: 18/03/2015

Changes included in version: 15/09/2014

Chapter 1. Welcome!

The HandiSoft product suite

About the user manuals

Assumed knowledge

Conventions used

Printable versions

Software support

Contacting our Support Department

Before contacting us

Ongoing support

Contacting us by telephone

To contact by telephone:

Contacting us by email, fax or mail

Software upgrades

Monthly CD Service

Training and consulting

The Sage HandiSoft Internet site

Chapter 2. Installing and configuring HandiSoft programs

System requirements

Installing the program

Operating the "Fonts" window

Add a font style

Edit a font style

Delete a font style

To access the Page Setup

Editing a Setup name

Passwords and security

Establishing passwords without Security 2015

Establishing passwords with Security 2015

Customising colours

To change the screen colours:

Partners, managers, staff and offices

Designating partners and managers

To view user details

To set a user to be a partner and/or manager:

To remove a user

Adding and editing offices

Chapter 3. Backing up your data

Possible causes of data corruption

Suggested ways of minimising data corruption

Hard disk drive failure

Computer viruses

Unauthorised access (“hacking”)

Suggested hardware

Suggested backup regime

Data to be backed up

Backing up manually

Restoring the data

Chapter 4. Reports and filters

Operating filter expressions

Creating a filter expression

Fields and functions

Telephone numbers

Operating the “Report Preview” window

Editing reports

Saving a report and its data

Retrieve a report

Finding reports

Exporting reports to Word and Excel

To export a report to Word or Excel

Saving reports as PDF files

To save a report as PDF

Collating reports

Adding a report to the collated document

Emailing reports

Emailing reports as a PDF attachment

Emailing reports as HTML

Chapter 5. Creating your own reports

Some definitions

Components of a report

Filter expression

Report bands - example

Report fields and report functions

Creating RFT text

Loading RTF text

Tutorial - beginners

Copy the existing report

Modify the new report

Running your report

Tutorial - intermediate

Plan the report

Portrait or landscape

Information to appear at the Top of each page

Information to appear at the BOTTOM of each page

Information to display on the LAST page ONLY

Will a single record in the report take up multiple lines?

What totals will be required?

Will the report use a filter expression?

In what order is the report to be displayed?

Set up the Report Designer

Create the report

Create the Header Band

To create the HeaderBand:

Add the date of printing

Add the report’s title

Add column headings

Create the Master Band

To create the Master Band:

Add cells to the Master Band

Create the page Footer Band

To create the Footer Band

Add cells to the PageFooterBand

To create the cell

Create the Grand Total Band

Add cells to the GrandTotalBand

Changing fonts and page set-ups

Using font styles in reports

Linking a page setup to a report

Chapter 6. Exporting data

Creating an export report

To set the field positions

To remove fields

Designing properties

To set the ASCII file format

Editing an ASCII export script

Viewing an ASCII export script

To view a script

Running the script

To run the script

Using expressions

Tutorial – Creating an export report

Chapter 7. Documents and mailing labels

The Document Manager

Enabling the Document Manager

Opening the Document Manager

Operating the Document Manager

Running the Jobflow Manager

Standard documents and field codes

The Document Editor

Creating a new document

Formatting the document

Printing a document

To print a document:

Microsoft Word™

Create a Word document

Print a Word document

To print a Word document:

Creating a merged document in Word

Editing a Word document

Configuring mailing labels

Printing labels

Step-by-step mailing labels

To set up the mailing labels:

To preview and edit the labels

Customised labels

Printing customised labels

Designing customised mailing label layouts

To copy a mailing label layout

Filters and matching conditions

Using the Documents menu

Using the Document Manager

Chapter 8. Client extra details

Customising the "Client Extra Detail" window

Opening the "Client Extra Detail" window

Labelling the Extra Client Detail fields

Using the Selections fields

Transferring existing text fields

Adding and editing selection values

Entering Extra Client Detail information

Batch updating Extra Client Details values

Reporting and filtering on Client Extra Detail fields

Chapter 9 HandiSoft Notify SMS messaging

Configuring HandiSoft Notify

Displaying received SMS messages

Creating standard messages

Setting up signatures

Sending messages

Sending to multiple recipients

Sending from Practice Manager

Sending from HandiTax

Receiving replies to your messages

Cancelling scheduled SMS messages

Purging SMS log records

Running SMS reports

Managing SMS credits

Chapter 10. HandiSoft Connect

Activating the HandiSoft Connect service

Managing HandiSoft Connect users

Adding HandiSoft Connect users

Changing users’ PINs

Resetting and disabling users’ PINs

Practice Manager – Security settings

Logging into HandiSoft Connect

Managing your client database via HandiSoft Connect

Viewing and editing clients

Adding a client

Managing client notes

Viewing and editing client notes

Adding a client note

Sending SMS messages to clients

Generating client financial reports

Generating a Financial Report for a client

To generate the report

To email the report

To upload the report to the Client Portal

Accessing Document Manager documents

Accessing a client’s documents

To view document details

To email the document

To upload the document to the Client Portal

Accessing clients’ tax forms

Accessing a client’s tax forms

To view a tax form

To email the tax form

To upload the tax form to the Client Portal

Entering and editing timesheets

Adding a timesheet entry

Listing your timesheet entries for a day

Viewing and editing existing timesheet entries

To delete a timesheet entry

To post a timesheet entry

To edit a timesheet entry

Viewing your diary events

Accessing your diary

To view your diary

To search for an event

Viewing contact details

Viewing Event Details

To view other event details

To view contact details

To view Jobflow link details

To view Timesheet details

To view an event description

To view event documents

Chapter 11. Additional HandiSoft tools

Use of the Enter key

Copying, cutting and pasting

Right-click copying

Keyboard shortcuts

State from Post Code

Finding and ordering information

The "History" window

Keyboard macros

Creating a macro

To record a macro

To create a macro directly

To run an existing macro

To edit an existing macro

To delete an existing macro

Copy a HandiSoft Index File

Updating the Index File

To load an Index File

Send email message

Using the calculator

To access the calculator via the Tools menu

Obtaining version and licensing information

To open the “About” window

ऐसा लगता है कि आप एक ऐसे दस्तावेज़ पर पहुँच गए हैं जो कई भाषाओं में लिखा गया है, जिसमें एक ऐसी भाषा भी शामिल है जो आपकी मूल भाषा नहीं है. आप अपनी पसंद की भाषा के बिना पृष्ठों को अस्थायी रूप से छिपाने के लिए निम्न लिंक का उपयोग कर सकते हैं.

अंग्रेज़ी

सार्वजनिक लिंक अपडेट किया गया

आपकी चैट का सार्वजनिक लिंक अपडेट कर दिया गया है. You may view and manage your chat links after registration here.

इस चैट को खोजने योग्य बनाएं इसे वेब खोजों में दिखाए जाने की अनुमति दें

LinkedIn Facebook Reddit X

दस्तावेज़ सार्वजनिक लिंक

LinkedIn Facebook Reddit X

विज्ञापन

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