Search found 111 matches

by COBS Tech Support
Tue May 18, 2021 9:29 am
Forum: General Ledger (Financials)
Topic: How to Clear a GL Period & Start Over
Replies: 0
Views: 9460

How to Clear a GL Period & Start Over

To clear a GL accounting period so that you may start over, the procedure is: 1. Make a back-up of your general ledger files or your entire company database. 2. Open the General Ledger area. 3. Select from the general ledger menu, Journals|System Journal Batches. 4. Delete or reverse post any system...
by COBS Tech Support
Mon May 17, 2021 4:46 pm
Forum: Processes
Topic: How to Add a Custom Report/Script to Your Reporting Menu
Replies: 0
Views: 9596

How to Add a Custom Report/Script to Your Reporting Menu

To add a custom report or form or a script to your reporting system do the following: 1. Start CAPITAL Business Manager. 2. From the drop down menu at the top select Reports and then select the area where you wish to add the report to. 3. On the right hand side of the screen press the Add button. 4....
by COBS Tech Support
Sat May 15, 2021 1:08 pm
Forum: Printing
Topic: How to Set a Form Default
Replies: 0
Views: 9529

How to Set a Form Default

To associate a particular form with a transaction follow these steps: 1. Start CAPITAL Business Manager 2. From the main menu select Company|Administration|Customise Note: you may be prompted to log in with your administrator password. 3. From the menu select Install Settings|Transactions. 4. Click ...
by COBS Tech Support
Sat May 15, 2021 1:07 pm
Forum: Connectivity
Topic: ODBC Connectivity Setup
Replies: 0
Views: 16198

ODBC Connectivity Setup

When using the SAP/Advantage ODBC connector, the following configuration settings are recommended: DataDirectory=path_name a valid path name to where the data files are located (e.g., x:\data). This path is used to automatically select all tables in the specified directory. DefaultType=FoxPro Server...
by COBS Tech Support
Sat May 15, 2021 1:06 pm
Forum: Processes
Topic: Reversing a Shipment Costing
Replies: 0
Views: 9514

Reversing a Shipment Costing

If a shipment costing has been fully processed and delivered into stock in error, the following steps explain how to reverse the process and start over. 1. Begin by identifying all the product items that have been delivered incorrectly. The list of delivered items will be found on your Shipment Job ...
by COBS Tech Support
Sat May 15, 2021 1:05 pm
Forum: Printing
Topic: Activate Direct Print Mode
Replies: 0
Views: 9449

Activate Direct Print Mode

To enable 'direct print mode' or send print jobs to Visual Builder do the following: 1. Start CAPITAL Business Manager. 2. From the main menu select Company|Preferences|Form Settings. 3. To perform direct printing, untick Enable Distributed Printing. 4. To request Visual Builder print your print job...
by COBS Tech Support
Sat May 15, 2021 1:04 pm
Forum: Upgrading
Topic: Upgrade Special Switches
Replies: 0
Views: 15626

Upgrade Special Switches

The database UPGRADE tool supports the following special switches: Switch /=<Company> Specify a specific company to upgrade only. /NOREPAIR Do not automatically run an automatic repair after the data upgrade is completed. /FORCE Before the upgrade commences, request a specific database release versi...
by COBS Tech Support
Sat May 15, 2021 1:03 pm
Forum: System Features
Topic: GST: Fast to Detailed Audit
Replies: 0
Views: 9663

GST: Fast to Detailed Audit

GST: Transitioning From Fast to Detailed Audit Method When moving from Fast Recording to Detailed Audit Methods, the following process is recommended: (A) Decide on a transition date as close as possible to just after the end of your monthly or quarterly GST reporting cycle. (B) Review your chart o...
by COBS Tech Support
Sat May 15, 2021 1:01 pm
Forum: System Features
Topic: GST: Fast Recording Pro's/Con's
Replies: 0
Views: 9320

GST: Fast Recording Pro's/Con's

Fast Recording Tax Recording Method The Fast Recording Method is normally the quickest way to record tax details pertaining to transactions and requires the least set-up work. When this operating mode is selected CAPITAL will prompt you for the tax portion of the whole transaction and will automati...
by COBS Tech Support
Sat May 15, 2021 1:00 pm
Forum: Processes
Topic: Estimating EOFY Stock Value
Replies: 0
Views: 9642

Estimating EOFY Stock Value

It is not possible to run a stock valuation report backward in time. Therefore it is important to run and keep a copy of your stock report at the end of each financial year. However, if you have not done this, you can estimate your stock position as follows: For this example, imagine it is now Septe...