Search found 115 matches
- 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...
- 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 ...
- 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...
- 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...
- 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...
- 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...
- 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. ...
- 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 ...
- 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 ...
- 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...