Search found 121 matches
- Fri Sep 03, 2021 9:34 am
- Forum: Processes
- Topic: How to Add a New Stock Location
- Replies: 0
- Views: 23466
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.
- Fri Aug 27, 2021 11:56 am
- Forum: Corporate Edition
- Topic: Using Catalog Wizard With a Price Catalog
- Replies: 0
- Views: 31617
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. ...
- Fri Aug 27, 2021 11:17 am
- Forum: Corporate Edition
- Topic: How To Create a Price Catalog
- Replies: 0
- Views: 21759
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...
- Mon Aug 16, 2021 9:45 am
- Forum: General Ledger (Financials)
- Topic: How To Roll Back A Financial Year
- Replies: 0
- Views: 21838
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 ...
- Tue Aug 10, 2021 9:20 am
- Forum: Troubleshooting
- Topic: Can't Download Updates Running BitDefender
- Replies: 0
- Views: 23599
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...
- Sat Aug 07, 2021 4:55 pm
- Forum: Corporate Edition
- Topic: How To Hide Closed Accounts
- Replies: 0
- Views: 21893
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...
- Fri Jul 09, 2021 10:37 am
- Forum: System Features
- Topic: Viewing General Ledger Postings After Transaction Entry
- Replies: 0
- Views: 29720
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...
- Tue Jul 06, 2021 10:38 am
- Forum: System Features
- Topic: Restricting Historical Access for Users
- Replies: 0
- Views: 20799
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....
- Mon Jul 05, 2021 7:13 pm
- Forum: Processes
- Topic: How To Perform a Database Maintenance
- Replies: 0
- Views: 20607
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 ...
- Tue Jun 29, 2021 10:44 am
- Forum: Processes
- Topic: How To Archive Sales Orders
- Replies: 0
- Views: 20633
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 ...