Search found 101 matches

by COBS Tech Support
Fri Sep 03, 2021 9:34 am
Forum: Processes
Topic: How to Add a New Stock Location
Replies: 0
Views: 40

How to Add a New Stock Location

To add a new stock location to your stock database do the following: 1. Launch CAPITAL Business Manager. 2. From the main menu select Company|Department. 3. Press the Add button. 4. Enter your location code in the Code field. 5. Enter a description of your location in the Name field. 6. Press Save.
by COBS Tech Support
Fri Aug 27, 2021 11:56 am
Forum: Corporate Edition
Topic: Using Catalog Wizard With a Price Catalog
Replies: 0
Views: 45

Using Catalog Wizard With a Price Catalog

The following tutorial explains how to create a PDF product catalog from a Price Catalog. For information on creating Price Catalogs see: https://www.capitaloffice.com.au/forum/viewtopic.php?f=22&t=103 1. Open the Stock Control area. 2. From the menu at the top select Toolbox|Catalog Wizard. 3. ...
by COBS Tech Support
Fri Aug 27, 2021 11:17 am
Forum: Corporate Edition
Topic: How To Create a Price Catalog
Replies: 0
Views: 41

How To Create a Price Catalog

1. Open the Stock Control area. 2. Tag the product items you want to include on the catalogue by ticking under the "T" column next to the item. https://www.capitaloffice.com.au/images/forum/catalog1.png 3. From the menu at the top select Toolbox|Price Catalog 4. Press the Add button. https...
by COBS Tech Support
Mon Aug 16, 2021 9:45 am
Forum: General Ledger (Financials)
Topic: How To Roll Back A Financial Year
Replies: 0
Views: 91

How To Roll Back A Financial Year

To roll back a financial year: 1. Ensure all users except yourself, have closed the software. 2. Open the General Ledger area. 3. From the menu select Toolbox|Maintenance|Roll Back Financial Year 4. Press Delete Financial Year. NOTES: If you have posted any batches to the year you are about to roll ...
by COBS Tech Support
Tue Aug 10, 2021 9:20 am
Forum: Troubleshooting
Topic: Can't Download Updates Running BitDefender
Replies: 0
Views: 109

Can't Download Updates Running BitDefender

If you have BitDefender anti-virus installed and are presented with blocked access when trying to download your software updates: 1. Open BitDefender. 2. Click on settings icon (cog) at top of application. 3. Select Protection 4. Turn off Protection Shield 5. Log in and download your updates 6. Turn...
by COBS Tech Support
Sat Aug 07, 2021 4:55 pm
Forum: Corporate Edition
Topic: How To Hide Closed Accounts
Replies: 0
Views: 146

How To Hide Closed Accounts

Applies To: Version 13 or above. Corporate Edition To exclude closed accounts from your customer list, do the following: 1. Open the Customers area. 2. Right click on the customer list and select Manage Queries. 3. Press New 4. When prompted for the Query Name enter: Exclude Closed Accounts and pres...
by COBS Tech Support
Fri Jul 09, 2021 10:37 am
Forum: System Features
Topic: Viewing General Ledger Postings After Transaction Entry
Replies: 0
Views: 284

Viewing General Ledger Postings After Transaction Entry

You can view your postings that are transferred to the General Ledger, or will be transferred to the General Ledger, by activating the Show General Ledger Postings feature. To do this: 1. Open CAPITAL Business Manager. 2. From the main menu select Company|Preferences|Personal Preferences. 3. Tick Sh...
by COBS Tech Support
Tue Jul 06, 2021 10:38 am
Forum: System Features
Topic: Restricting Historical Access for Users
Replies: 0
Views: 237

Restricting Historical Access for Users

There are many different ways to restrict which parts of the system users may access. This article describes several different approaches and options available to you that are more commonly applied. This article does not describe all security access features, in particular certain advanced features....
by COBS Tech Support
Mon Jul 05, 2021 7:13 pm
Forum: Processes
Topic: How To Perform a Database Maintenance
Replies: 0
Views: 269

How To Perform a Database Maintenance

1. Open CAPITAL Business Manager. 2. Close all other running copies of CAPITAL Business Manager or any other CAPITAL software that may be open. 3. Click on "Maintenance" (bottom left corner). 4. Click on "Maintain" icon (ambulance). 5. Press Database Maintenance button. 6. Three ...
by COBS Tech Support
Tue Jun 29, 2021 10:44 am
Forum: Processes
Topic: How To Archive Sales Orders
Replies: 0
Views: 253

How To Archive Sales Orders

This tutorial describes how to use the Archive Wizard to remove redundant sales orders from your database. 1. Launch CAPITAL Business Manager. 2. From the main menu select Company|Administration|Maintain 3. Press the Archive Wizard button. 4. Decide how many years of data you wish to export next to ...