Sage 2015
Handbücher und Benutzerhandbücher für Sage 2015. Wir haben 12 handbücher zum kostenlosen Download User manual, installation Guide, User Guide, Installation Notes, Installation instructions
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.
Hauptfunktionen
Data backup and restoration
Report generation and filtering
Document management
Client extra details
SMS messaging and integration
Data export capabilities
Seiten: 145 Sage 2015 User manual
Marke: Sage Kategorie: Software Größe: 4 MB
Sprachen: English
Inhaltsverzeichnis
- 11 History of changes
- 11 Changes made
- 11 Changes included in version: 03/07/2015
- 11 Changes included in version: 13/06/2015
- 11 Changes included in version: 18/03/2015
- 11 Changes included in version: 15/09/2014
- 13 Chapter 1. Welcome!
- 13 The HandiSoft product suite
- 16 About the user manuals
- 16 Assumed knowledge
- 16 Conventions used
- 16 Tips
- 16 Cautions
- 16 Notes
- 16 Knowledge Base
- 17 Printable versions
- 17 Software support
- 17 Contacting our Support Department
- 17 Before contacting us
- 18 Self-help
- 18 Ongoing support
- 18 Contacting us by telephone
- 18 To contact by telephone:
- 18 Contacting us by email, fax or mail
- 19 Software upgrades
- 19 Release notes
- 19 Monthly CD Service
- 19 Training and consulting
- 20 The Sage HandiSoft Internet site
- 21 Chapter 2. Installing and configuring HandiSoft programs
- 21 System requirements
- 22 Installing the program
- 22 Fonts
- 22 Operating the "Fonts" window
- 22 Add a font style
- 23 Edit a font style
- 23 Delete a font style
- 24 Page Setup
- 24 To access the Page Setup
- 25 Setup name
- 25 Editing a Setup name
- 25 Paper size
- 26 Paper margins
- 26 Passwords and security
- 26 Establishing passwords without Security 2015
- 27 Establishing passwords with Security 2015
- 28 Customising colours
- 28 To change the screen colours:
- 29 Partners, managers, staff and offices
- 29 Designating partners and managers
- 29 To view user details
- 30 To add a user
- 31 To set a user to be a partner and/or manager:
- 32 To remove a user
- 32 Adding and editing offices
- 33 Chapter 3. Backing up your data
- 33 Possible causes of data corruption
- 33 Suggested ways of minimising data corruption
- 33 Power failure
- 33 Hard disk drive failure
- 34 Computer viruses
- 34 Unauthorised access (“hacking”)
- 34 Suggested hardware
- 34 Suggested backup regime
- 35 Data to be backed up
- 35 Backing up manually
- 36 Restoring the data
- 36 Online backups
- 37 Chapter 4. Reports and filters
- 37 Operating filter expressions
- 37 Creating a filter expression
- 37 Filter rules
- 38 Fields and functions
- 39 Address values
- 39 Telephone numbers
- 39 Operating the “Report Preview” window
- 39 Editing reports
- 40 Saving a report and its data
- 40 Save a report
- 41 Retrieve a report
- 41 Finding reports
- 41 Exporting reports to Word and Excel
- 41 To export a report to Word or Excel
- 42 Saving reports as PDF files
- 42 To save a report as PDF
- 44 Collating reports
- 44 Adding a report to the collated document
- 45 Emailing reports
- 45 Emailing reports as a PDF attachment
- 46 Emailing reports as HTML
- 47 Chapter 5. Creating your own reports
- 47 Some definitions
- 47 Components of a report
- 48 Filter expression
- 48 Page setup
- 48 Report bands
- 49 Report bands - example
- 49 Report cells
- 50 Report fields and report functions
- 51 The RTF editor
- 51 Creating RFT text
- 51 Loading RTF text
- 52 Tutorial - beginners
- 52 Copy the existing report
- 52 Modify the new report
- 54 Running your report
- 54 Tutorial - intermediate
- 54 Plan the report
- 55 Portrait or landscape
- 55 Information to appear at the Top of each page
- 55 Information to appear at the BOTTOM of each page
- 55 Information to display on the LAST page ONLY
- 55 Will a single record in the report take up multiple lines?
- 55 What totals will be required?
- 56 Will the report use a filter expression?
- 56 In what order is the report to be displayed?
- 56 Set up the Report Designer
- 57 Create the report
- 57 Create the Header Band
- 57 To create the HeaderBand:
- 58 Add the date of printing
- 58 Add the report’s title
- 59 Add column headings
- 60 Create the Master Band
- 60 To create the Master Band:
- 61 Add cells to the Master Band
- 62 Create the page Footer Band
- 62 To create the Footer Band
- 62 Add cells to the PageFooterBand
- 62 To create the cell
- 63 Create the Grand Total Band
- 63 Add cells to the GrandTotalBand
- 64 Changing fonts and page set-ups
- 64 Using font styles in reports
- 64 Linking a page setup to a report
- 65 Chapter 6. Exporting data
- 65 Exporting data
- 65 Creating an export report
- 66 To link tables
- 67 To set the field positions
- 67 To remove fields
- 68 Designing properties
- 68 To set the ASCII file format
- 68 Editing an ASCII export script
- 68 Viewing an ASCII export script
- 68 To view a script
- 69 Running the script
- 69 To run the script
- 69 Using expressions
- 70 Tutorial – Creating an export report
- 73 Chapter 7. Documents and mailing labels
- 73 The Document Manager
- 73 Enabling the Document Manager
- 74 Opening the Document Manager
- 74 Operating the Document Manager
- 74 Running the Jobflow Manager
- 74 Standard documents and field codes
- 74 Example
- 75 The Document Editor
- 75 Creating a new document
- 75 Formatting the document
- 75 Printing a document
- 76 To print a document:
- 76 Microsoft Word™
- 77 Create a Word document
- 77 Print a Word document
- 77 To print a Word document:
- 78 Creating a merged document in Word
- 79 Editing a Word document
- 79 Mailing labels
- 79 Configuring mailing labels
- 80 Printing labels
- 80 Step-by-step mailing labels
- 80 To set up the mailing labels:
- 81 To preview and edit the labels
- 83 Customised labels
- 83 Printing customised labels
- 84 Designing customised mailing label layouts
- 86 To copy a mailing label layout
- 86 Filters and matching conditions
- 86 Worked example
- 86 Using the Documents menu
- 88 Using the Document Manager
- 89 Chapter 8. Client extra details
- 89 Customising the "Client Extra Detail" window
- 89 Opening the "Client Extra Detail" window
- 90 Labelling the Extra Client Detail fields
- 91 Using the Selections fields
- 91 Transferring existing text fields
- 92 Adding and editing selection values
- 93 Entering Extra Client Detail information
- 93 Batch updating Extra Client Details values
- 94 Reporting and filtering on Client Extra Detail fields
- 95 Chapter 9 HandiSoft Notify SMS messaging
- 95 Configuring HandiSoft Notify
- 95 Displaying received SMS messages
- 96 Creating standard messages
- 96 Setting up signatures
- 97 Sending messages
- 99 Sending to multiple recipients
- 100 Sending from Practice Manager
- 100 Sending from HandiTax
- 100 Receiving replies to your messages
- 101 Message log
- 102 Cancelling scheduled SMS messages
- 102 Purging SMS log records
- 103 Running SMS reports
- 103 Managing SMS credits
- 105 Chapter 10. HandiSoft Connect
- 105 Activating the HandiSoft Connect service
- 106 Managing HandiSoft Connect users
- 106 Adding HandiSoft Connect users
- 108 Changing users’ PINs
- 108 Resetting and disabling users’ PINs
- 109 Practice Manager – Security settings
- 110 Logging into HandiSoft Connect
- 112 Managing your client database via HandiSoft Connect
- 112 Viewing and editing clients
- 114 Adding a client
- 115 Managing client notes
- 115 Viewing and editing client notes
- 116 Adding a client note
- 117 Sending SMS messages to clients
- 118 Generating client financial reports
- 118 Generating a Financial Report for a client
- 118 To generate the report
- 119 To email the report
- 119 To upload the report to the Client Portal
- 120 Accessing Document Manager documents
- 120 Accessing a client’s documents
- 120 To view document details
- 121 To email the document
- 122 To upload the document to the Client Portal
- 122 Accessing clients’ tax forms
- 122 Accessing a client’s tax forms
- 122 To view a tax form
- 123 To email the tax form
- 124 To upload the tax form to the Client Portal
- 124 Entering and editing timesheets
- 125 Adding a timesheet entry
- 126 Listing your timesheet entries for a day
- 127 Viewing and editing existing timesheet entries
- 128 To delete a timesheet entry
- 128 To post a timesheet entry
- 128 To edit a timesheet entry
- 129 Viewing your diary events
- 129 Accessing your diary
- 129 To view your diary
- 130 To search for an event
- 131 Viewing contact details
- 132 Viewing Event Details
- 132 To view other event details
- 133 To view contact details
- 133 To view Jobflow link details
- 133 To view Timesheet details
- 134 To view an event description
- 134 To view event documents
- 135 Chapter 11. Additional HandiSoft tools
- 135 Use of the Enter key
- 135 Copying, cutting and pasting
- 135 Right-click copying
- 135 Keyboard shortcuts
- 136 Hot keys
- 136 Function keys
- 136 State from Post Code
- 136 Finding and ordering information
- 136 The "History" window
- 137 Keyboard macros
- 137 Creating a macro
- 137 To record a macro
- 138 To create a macro directly
- 138 Run a macro
- 138 To run an existing macro
- 138 Edit a macro
- 139 To edit an existing macro
- 139 To delete an existing macro
- 139 Copy a HandiSoft Index File
- 139 Updating the Index File
- 139 To load an Index File
- 140 Send email message
- 140 Using the calculator
- 140 To access the calculator via the Tools menu
- 140 Obtaining version and licensing information
- 141 To open the “About” window
- 143 Index
Andere Handbücher und Dokumente
Häufige Antworten und Fragen
How do I back up my data in Advanced Features 2015?
You can back up your data manually by following the instructions in Chapter 3 of the user manual. You can also use online backups for added security.
What types of reports can I create in Advanced Features 2015?
You can create a variety of reports using the built-in report templates or by creating your own custom reports using the RTF editor.
Can I export data from Advanced Features 2015?
Yes, you can export data from Advanced Features 2015 in various formats, such as CSV, Excel, and PDF.
How do I use the Document Manager in Advanced Features 2015?
The Document Manager allows you to create and manage standard documents, use field codes, and generate custom mailing labels.
What is the purpose of Client Extra Details in Advanced Features 2015?
Client Extra Details allows you to store additional information about your clients, such as their contact details, business information, and other relevant details.
Fragen und Antworten
I I A
What specific accounting functions or modules are available in the software?
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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