How to get here: You select the Contacts button from the Main Menu Contacts Search Screen: In the search filter you can capture any part of a contacts name or phone number. Select Names or Phone Numbers radial box. Select Search . You are then displayed a list of contacts, select the contact required and […]
Month: May 2012
Additional Modules Menu
How to get here: You select the Modules button from the Main Menu Additional Modules Menu: The Additional Modules Menu provides access to a number of areas in the program unaccessable from the Main Menu. Job Costing Bills Of Materials Quotes Foreign Exchange Contract Billing Serial Numbers Contracts
Main Menu
Here we are able to access all areas of the program and the text menu’s which hold many additional options are always available when the main menu window is active. Note:Clicking on the menu items will take you to areas with more detail on that option. (** AT THIS TIME WE ARE STILL ADDING PAGES […]
User Access
The user access settings User Creation: To add a user select the create new user button. You will then be prompted to capture the branch code, user name and password. User Deleation: Open the user to be deleted then select the Delete User button. You will be prompted to confirm user deletion. after which […]
System Setup Screen
How to get here select Setup – Program Setup – Setup System Defaults and Options . The System Tab: The System Setup Screen is where you specify details about your accounting system and select system defaults and system settings. Debit Trade Discount Account – if this check box is checked then every time trade discount […]
Data Maintenance Screens
The ‘Data Maintenance’ screens are largely only used for MSAccess database maintenance. The Backup Tab: The Compact Tab: The Restore Tab: The Reconnect Tables Tab: The Data Export Tab: The Data Transfer Tab: The Support Tab: The Customisation Tab: The Update DB Structure Tab:
Environment Screen
The Enviroment screen is useful for IT support staff as it explains the details of the context in which PFIM was launched.
Take On Balances
The Take On Balances screen allows you to set up your ledgers (Debtors – Customers, Creditors – Suppliers, General Ledger) opening balances. You will need every body out of the PFIM system and under Program Setup – System you will need to turn on ‘In Setup Mode’ and Save. Exit and restart PFIM. From the […]
Company Setup
How to get here. Click on the button that says Setup on the Main Menu, click on the button that says ‘Program Setup’ on the Configuration Menu. Company Setup Menu: The Company Setup Screen is where details about your company are entered. Most of this information is printed on reports and identifies the set of accounts […]
Setup Menu
How to get here: Click on the Setup button on the Main Menu. The Setup Menu: The Set Up Menu gives you access to the various screens where the system is configured. ‘Exit‘ just exits the ‘Configuration’ menu. ‘Program Setup‘ enables you to configure your accounts, general ledger, invoicing and statement stationery and many […]