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الرئيسية استكشاف كتيباتي

أجهزة الكمبيوتر والإلكترونيات برامج Sage 2015 دليل الاستخدام

Changes made. Sage 2015

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مستند

إعلان

معلومات مستند دردشة ذات صلة

إعلان

History of changes

The

HandiRegister 2015 user manual has been updated since the initial version. The following list details the changes that have been made.

Changes made

The following changes have been made:

Changes included in version: 13/06/2015

 First release of 2015 version.

Changes included in version: 17/12/2014



Added information on the Client Portal .

© HandiSoft Software Pty Ltd

13

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تنزيل

مجرد تذكير ودي. يمكنك عرض المستند هنا. ولكن الأهم من ذلك، أن الذكاء الاصطناعي لدينا قد قرأه بالفعل. يمكنه شرح الأشياء المعقدة بعبارات بسيطة، والإجابة على أسئلتك بأي لغة، ومساعدتك في التنقل بسرعة حتى في أطول المستندات أو أكثرها تعقيدًا.

لا، ما زلت أرغب في البحث عنه بنفسي

مرحباً! أنا روبوت دردشة يعمل بالذكاء الاصطناعي تم تدريبي خصيصًا لمساعدتك في Changes made. Sage 2015. لقد قمت بمراجعة المستند بدقة ويمكنني مساعدتك في تحديد موقع المعلومات التي تحتاجها بالضبط أو شرح المحتوى بعبارات واضحة و بسيطة. سواء كنت تبحث عن إرشادات حول ميزات معينة أو خطوات استكشاف الأخطاء وإصلاحها أو الاستخدام العام، فلا تتردد في طرح أسئلتك. كلما قدمت المزيد من التفاصيل حول مخاوفك أو احتياجاتك، زادت دقة و فعالية مساعدتي لك!

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جدول المحتويات

Changes included in version: 13/06/2015

Changes included in version: 17/12/2014

Download ASIC company details

Maintain company registers

Create and lodge ASIC forms

Prepare minutes and resolutions

“HandiRegister 2015” main window

Configuring the Access Panel

Company menu items

Process menu items

Lodgment menu items

Reports menu items

Documents menu (without the Document Manager)

Documents menu (with the Document Manager)

Documents menu items

Options menu items

Tools menu items

Help menu items

Running HandiRegister

Configuring HandiRegister

Client database options

Data entry options

Minute paragraph options

HandiRegister program information

Opening the "About HandiRegister 2015" window

General workflow using HandiRegister

Checklist for new users

Registering for EDGE

Data download method

Enter details in the Client database

Enter details in the Company database

Create and lodge Form 362

Read the validation report

Create and lodge Form RA71

Read the data download into the company

Where "Read the Download” is unavailable

Delete the download

Completing the general information

Creating officeholders

Creating classes of capital

Creating shareholders

Creating company auditors

Opening the Client database

Finding and ordering clients

To find a client

To order the clients

Listing selected clients

Client reference codes

Automatic client reference codes

User defined client reference codes

Adding a client

Copy details from another client

Deleting a client

Deceased clients

Changing a client’s Type

Accessing the Client Portal

Tagging and untagging clients

Untag a specific client

Viewing tagged clients

Adding a client note

Printing a client note

Adding and editing client note types

The Client Notes report

Opening the Company database

Information in the last four columns

Hiding the phone and email information

Valid combinations of company class and sub-class

Using the corporate key

Finding a company

Performing work on a specific company

Editing Company database information

Change of company name

To change a company name

Change of registered office

To change the addresses

Change special status

To change the special status

Change Ultimate Holding Company

To change the Ultimate Holding Company

Inactive companies

To make a company inactive

Annual Company Review

The review date

Review Date reports

The Annual Review status

Tagging companies

View tagged companies

Untag a single company

Untag all companies

Batch changing the Registered Office

Deleting companies

Delete company data

Delete the company from the database

History of company changes

View company history

Restoring company data

Restore a company's data

Creating company reports

Produce a company list

Company charges

Opening the "Current Charges" window

To view charge details

To enter a discharge date

Individuals database

Open the Individuals database

Adding a record to the Individuals database

Editing an individual or organisation

Deleting an individual or organisation

Viewing an individual's details

Viewing a history of changes

Viewing the officeholder positions

Duplicated records

To merge duplicated records

Updates from the Clients database

Changing an individual’s address

Changing a company address

Shareholders database

Open the Shareholders database

Add a new shareholding

Transfer shares

Dispose of shares

View share holdings of individuals

View share transactions for a shareholder

Change Beneficial Ownership

Change amount paid

Edit a shareholder

Delete a shareholder

Officeholders database

Open the Officeholders database

Nominate a signatory

Appoint an officeholder

Resign an officeholder

Extend an officeholder

Change name/address details of officeholder

Edit the date of appointment or resignation

Deleting an officeholder

Open the Issued Capital database

Add a new class of issued capital

Create the share class

Delete an existing class of issued capital

Issuing and cancelling of shares

To issue shares

To cancel shares

Remove cancelled shares from the shareholders

Fixing issued capital

All Auditors database

Open the All Auditors database

Add a new auditor

Edit an auditor's details

Delete an auditor

Viewing an auditor’s details

Locating a specific auditor

View companies with which the auditor is associated

Viewing a history of changes

Merging duplicated records

To merge duplicate records

Company Auditors database

Appointing a company auditor

Resign a company auditor

Edit a company auditor's details

Delete a company auditor

View a history of changes for the company auditors

The “Seal Register” window

Create a new seal

Record the use of a company seal

Edit details of a company seal's record of use

Delete seal transaction

The Forms windows

Viewing automatically generated minutes

Manually preview and print a form

Form 484 components

Viewing the components

Correcting errors in a form

Signing officer name

To define the signing officer:

Signing officer company office

Sign an ASIC form

Record the date of signing

Signing date not accepted

Update HandiRegister without sending a form to ASIC

Place form on hold

Place a form on hold

Remove the 'hold' from a form

Deleting a form

Change status from "Lodged" to "Ready to Lodge"

Change status from "Ready to Lodge" to blank

Form 205A – Notification of Resolution (Change of Company Name)

Creating Form 205A

Form 410B – Application for Reservation (Change of Name)

Creating Form 410B

Form 410F – Application for Reservation (Extension of Reservation)

Creating Form 410F

Form 361 – Registered Agent ceasing to act

Creating Form 361

Form 362 – Appointment/Cessation of Registered Agent

Creating Form 362

Form 370 – Resignation of officeholders

Form 484 – Change to company details

Form 485 – Statement in relation to company solvency

Creating Form 485

Form 488 – Change review date

To create Form 488

Form 489 – Change office or office hours of registered body

Form 490 – Change officeholders of registered body

Form 492 – Notification of corrections

Creating Form 492

Form 902 – Notification of supplementary information

Creating Form 902

Form 6010 – Voluntary Deregistration of a Company

Creating Form 6010

Form RA71 – Request for company details

Creating Form RA71

Form RA61 – Request review date report

Prepare a Form RA61

Form RA63 – Request debtor's ledger report

Prepare a Form RA63

Prepare a Form RA67

Form RA65 – Request documents lodged report

Prepare a Form RA65

Company Forms database

Open the Company Forms database

View and/or print a lodged form

ELS configuration

To complete your security setup for the first time

Setting EDGE gateway addresses

View and print EDGE setup details

Lodge forms with ASIC

Relodging a form

Retrieve data and reports from ASIC

Selecting ASIC reports

Transmission and validation reports

Check the Validation Report

View and print an ASIC invoice

Lodgment problems

General suggestions

Turn on the 'log file'

Reselect the modem in HandiRegister 2015

Retrieve Reports/Data Download

Print the 'log file'

Email the 'log file' to HandiSoft

Invalid ID or password error

Update an expired password

Your Account has been locked

Rebuild database files

Data corruption and backups

Attempt to fix corrupted data

Generate a minute or resolution

To generate a minute

Finding a minute or resolution

Customise minutes and resolutions

Customising paragraphs

To copy and amend a standard paragraph

To create a paragraph from scratch

Field codes in paragraphs

Finding a paragraph

Customising minutes and resolutions

To copy and amend a standard minute or resolution

To create a minute or resolution from scratch

Automatically generated minutes and resolutions

Generating the minutes and resolutions

Viewing automatically created minutes

Viewing and finalising the minutes and resolutions

Reuse last years minutes and resolutions

To save a company’s minute for reuse

To open and edit a company’s saved minute

To delete a company’s saved minute or resolution

Available reports

Running the reports

Annual Review reports

Annual Review Status report

Review Dates report

The "Report Preview" window

Document Editor

Using Microsoft Word™

To print mailing labels for the Companies or Individuals database

To print mailing labels for Office Holders or Shareholders

Matching conditions

Accessing email

Keyboard macros

Client database

Company database

Document Editor

Document Manager

Individuals database

keyboard macros

Lodged Forms database

Officeholders database

Ready To Lodge database

requisitioned document

Shareholders database

tagged companies

Unsigned Forms database

يبدو أنك وصلت إلى مستند مكتوب بلغات متعددة، بما في ذلك لغة ليست لغتك الأم. يمكنك استخدام الروابط التالية لإخفاء الصفحات مؤقتًا بدون اللغة التي تفضلها.

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