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 […]
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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 […]
Setting Up
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 […]
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 […]