Before any transactions can be processed the program must be configured and setup. The setting up includes specifying details about the company concerned and setting system defaults. The system defaults ensure that the users are prevented from processing entries in such a way as to upset the general accounting controls such as preventing the […]
Month: May 2012
Peritus Financial & Inventory Management Login Screen
User Name – enter the name given to you by your supervisor. On first installation the default user name is demo and password is demo. For obvious security reasons it is strongly recommended that the demo user name and password be removed from the system and an appropriate user name and password be created. To […]
PFIM Configuration
No additional configuration needs to be made under most circumstances. The only exception to this would be for users accessing a centrally networked and shared database . An ini file is created for each user and each instance of PFIM that the user runs. The ini file specifies the name and location of the […]
Running PFIM For The First Time
Select Start – All Programs – PFIM – PFIM. A notice – PFIM is loading appears. The first time PFIM is run a message box appears notifying you that the Primary Database cannot be found – this is part of the program’s auto configuration process – click on Yes and allow the configuration to continue. […]
What is PFIM
PFIM (Peritus Financial & Inventory Management) is an accounting and stock control program which presents a simple interface to the user while with the help of system defaults and customised settings maintains the integrity of the data and the overall balance and well being of the accounting and stock systems of a business entity.
Job Management Console
Welcome to our Job management console. This form is accessed via Job Costing – Bulk Job Card Management . We have created this new feature to assist you to control and manage your jobs. Filters: The Job Card Selection Criteria enables you to retrieve a subsection of Jobs based on selection criteria. Select the […]
How do I sort out a creditor or debtor where matching is imbalanced?
We have added some great functionality to help you sort out accounts that have been incorrectly matched. Step 1: Go to the Creditor or Debtor account in question. Step 2: Select the Sales/Purchase and Budget button in the bottom right of the Master File. Step 3: Select ‘Account Transactions’ at the bottom of the page. […]
How to install PFIM Software on a Windows machine
Note: If you are on a Windows 7 or Vista Machine you need to be very specific on following these steps in Order. 1.) Copy the PFIM installer onto the Desktop of the machine being installed. Windows 7 or Vista Machine Right click on the installer and Select Run as Administrator. If Prompted for Access […]
Working with multiple Databases and INI files
Note: Each database used by a user needs its own INI file Edit the INI to point to your Database Windows 7 or Vista Machine Move the IAM.ini file from the “C:\Program Files\PFIM” or “C:\Program Files (x86)\PFIM” folder to your desktop and edit the file as below. Windows XP Find the IAM.ini file in the […]
Backing up your Database
Note: Before backing up your database: All OTHER Users MUST BE LOGGED OFF. On MySQL – contact support on 0861737488 to ensure that they have backed up your Database. On Access – 1. Locate the Database Open PFIM Click on SETUP On the CONFIGURATION Screen Click on ENVIRONMENT The image below is a section of […]