CashManager Help File
(Full Invoicing is an optional add-on. Invoice Logs are not available in CashManager Lite unless used in conjunction with the full Invoicing module.)
Setup - Other
This section is divided into three areas:
Company Name and Address
Under Company Details, you can edit your company name and address details. You can also select a User
Name to print at the foot of every page. If you leave this blank, the report footer is simply “Printed on
99/99/99 at 9.99am”. However, if you record a user name here, the footer becomes “Printed by XXXXXXXXX on 99/99/99 at 9.99am”.
Accountant’s Close-Off
The Accountant’s Close-Off Details section records the date of the last accountants transfer disk. New transactions cannot be dated on or before this date, and transactions dated on or before the Accountant's
Close-off Date cannot be edited. (This is not relevant in the UK version.)
Bank Reconciliation Sound
Under this option, you can choose a sound to be played when your bank reconciliation balances. There are four sounds offered, but if you have your own WAV file, name it SOUND5.WAV and place it in the
CashManager program folder.
System Preferences
There are some options that enhance the functionality of CashManager. These used to be only accessible by editing the Cashwin.ini file, but are now available under Setup | Options, on the Preferences tab.
These settings are different from other setup options because they affect all company files, present and future, in contrast to other setup options which only affect the files of the currently opened company.
The options are:-
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Setting Up
Automatically load Window calculator at start-up: when ticked, this automatically loads the Windows
Calculator when you run CashManager. It sits on the Windows task bar and can be used for calculations while entering transactions.
Bypass back-up question on exit: when ticked, the option to back up the data files that normally appears every time the user exits the program is bypassed.
Make the Enter key act like the Tab key: when ticked, the Enter key functions as the Tab key during, and only during, transaction data entry and invoice entry - this allows users to move between data fields by pressing either the Tab key or the Enter key.
Validate data files on exit: when ticked, this will force a data file validation to be run every time
CashManager is closed.
Remember CashManager printers: Users who want to use a separate printer for invoicing should check this box. CashManager will then offer to remember a different printer to be used for customer invoice printing.
Validate data files before backing-up: when ticked, this will force a data files validation to be run before any back-ups are made.
Print report borders: when ticked, reports will print with a border and with headings shaded. Users with slower ink jet printers may elect to suppress borders and shading in order to improve printing speed.
Start CashManager with no company loaded: when ticked, multi-company CashManager will start with the
Company Selection window open, and with no companies loaded; when not ticked, the most recentlyaccessed company is loaded.
Remember sort order of grids and look-ups: when this option is ticked, CashManager remembers what the last “Sort by” sequence was for each grid and look-up, and sets the sort order to that same sequence next time the grid or look-up is loaded.
Remember size and position of windows: with this activated, CashManager will open resizeable windows in the same size and position as when they were last closed.
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