Search found 115 matches

by COBS Tech Support
Wed Sep 25, 2024 4:56 pm
Forum: Processes
Topic: How to Manage Customer or Supplier Categories
Replies: 0
Views: 426

How to Manage Customer or Supplier Categories

To Add, edit or delete a customer category: 1. Launch CAPITAL Business Manager. 2. From the top menu select Section|Card Files 3. Select the Card File: Customer Categories (If your Card Files have been placed under separate tabs it may be necessary to locate it by checking for it under tab until fou...
by COBS Tech Support
Mon Sep 09, 2024 4:46 pm
Forum: General Support
Topic: How to Perform a Back-Up
Replies: 0
Views: 506

How to Perform a Back-Up

1. Launch CAPITAL Business Manager. 2. From the main menu select Company|Administration|Backup 3. If this is the first time you've run a back-up, select "Change Backup Settings" and press Next> 4. Select the type of back-up and press Next> Note: If you are doing a total back-up prior to a ...
by COBS Tech Support
Fri Aug 23, 2024 4:35 pm
Forum: Email
Topic: How to Update a User's Send Email Address
Replies: 0
Views: 616

How to Update a User's Send Email Address

To change your system settings read this topic: https://www.capitaloffice.com.au/forum/viewtopic.php?f=13&t=93 To change the email address assigned to a specific user: 1. Start CAPITAL Business Manager. 2. From the main menu select Toolbox|Staff Profiles. 3. Identify the user who needs to be upd...
by COBS Tech Support
Wed Aug 07, 2024 1:10 pm
Forum: General Ledger (Financials)
Topic: How To Unlock Prior Financial Years
Replies: 0
Views: 790

How To Unlock Prior Financial Years

To unlock a prior financial year: 1. Go to the General Ledger area. 2. From the menu select Record|Open Year 3. Untick "Lock Previous" if ticked. 4. Select the Year you want to work in (or if you need to alter a transaction, the year the transaction is assigned to) under "Year" a...
by COBS Tech Support
Fri Dec 22, 2023 9:20 am
Forum: Scripting & Advanced Techniques
Topic: Paperless Scanning Script for CLSCAN.EXE
Replies: 0
Views: 7889

Paperless Scanning Script for CLSCAN.EXE

This script requires Version 14, Build 1581 or higher. * Scan Script Support for CLScan * https://www.terminalworks.com/command-line-scanning/downloads * COBS, 18/12/23 (WN) Declare nResult Type Number Declare cBatch Type Character Declare cPath Type Character Declare cBatch Type Character Declare c...
by COBS Tech Support
Mon Nov 20, 2023 2:57 pm
Forum: Scripting & Advanced Techniques
Topic: Force Entry of Required Date on Sales Orders
Replies: 0
Views: 6086

Force Entry of Required Date on Sales Orders

The following script demonstrates how to require a user to enter a required date on a sales order. The script must be pasted into a text file with the name: R-ORDTOT.MAC If IsEmpty(ReadTranValue("REQUIRED")) Echo("Sorry, you must specify a required date.",, TRUE) Return FALSE End...
by COBS Tech Support
Mon Aug 14, 2023 9:33 am
Forum: Troubleshooting
Topic: How to Recalculate Customer or Supplier Accounts
Replies: 0
Views: 22573

How to Recalculate Customer or Supplier Accounts

From the Explorer Bar on the left side of CAPITAL Business Manager: 1. Click on "Maintenance". 2. Click on the "Maintain" icon. 3. Click on the "Recalculate Accounts" button. 4. Select either "Customer Accounts" or "Supplier Accounts" as applicable. ...
by COBS Tech Support
Tue May 23, 2023 9:35 am
Forum: Processes
Topic: Quick Guide To End of Year Stocktaking
Replies: 0
Views: 22720

Quick Guide To End of Year Stocktaking

When you are ready to begin your counting: 1. Launch CAPITAL Business Manager. 2. Click on 'Products' found on the bottom left ExplorerBar or Treeview. 3. Click on the Stocktake icon. 4. Press New, and Yes if prompted. 5. Enter a Stocktake Name 6. Select 'Full Count' 7. Enter a Location code if you ...
by COBS Tech Support
Fri Apr 14, 2023 3:01 pm
Forum: General Support
Topic: How to Send Us a Configuration Snapshot
Replies: 0
Views: 22380

How to Send Us a Configuration Snapshot

From the CAPITAL main menu select: Help|Email Tech Support System Info. Untick 'include Diagnostic & Error Logs' Tick 'Include a System Configuration Snapshot' https://www.capitaloffice.com.au/forum/images/configuration_snapshot.png Press Send. Your transaction or record data is not included in ...
by COBS Tech Support
Tue Mar 14, 2023 3:50 pm
Forum: Troubleshooting
Topic: Crash Running Statements Or Reports
Replies: 0
Views: 18214

Crash Running Statements Or Reports

Ensure that SMB2 file caches are turned off. Instructions on which registry settings to change are described here: https://www.capitaloffice.com.au/forum/viewtopic.php?f=19&t=56 To establish whether it is necessary to alter your registry settings: 1. Start CAPITAL Business Manager. 2. From the m...