Note: When using Windows 7 or Vista you need to use Outlook 2007 or earlier. There are a few areas of consideration when trying to set up your system to send Statements via e-mail. Step 1: Edit the E-Mail content this needs to be done per branch Step 1.1: Select setup by clicking on the […]
Category: PFIM
Process Cashbook
Step 1: On the Main Menu under ‘General Ledger’ select ‘Cash Book’. Step 2: You get to choose Receipts or Payments. If you selected Receipts, there is the option of Automatically Create Bank Row, this will automatically insert a bank row for your system defined default bank to match the other entry. Step 3: Process […]
PFIM Financial Year End
Please note BEFORE running the Year End Procedure: BACKUP the database. All OTHER Users MUST BE LOGGED OFF. Backing up the Database: On MySQL – contact support on 0861737488 to ensure that they have backed up your Database Goto YEAR END PROCEDURE On Access – 1. Locate the Database Open PFIM Click on SETUP On […]