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Category: Procedures

Scheduled Maintenance

A comprehensive Maintenance Management Solution. Complete service history per unit, location and site Schedules can be based on Monthly, Weekly and Route based systems Serial Numbers can be linked to a scheduled contract User definable service schedules Document or Grid based service schedules Control charge out rates and markup on per contract basis Scheduled maintenance – automates routine generation of Service Schedules and Job Cards Job Cards (Can directly convert to Invoice) Full Customer history […]

Routine Procedures

The Routine Procedures Menu: The Accounts Procedures Screen allows the user to: open or close financial periods to postings by double clicking on the cell concerned setup the financial calendar recalculate figures for modules The Recalculate Debtors Procedure: When in Recalculate Debtors selecting the green tick will recalculate selected debtors based on the date selection specified. The Default covers all Debtors up to date. The Recalculate Creditors Procedure: When in Recalculate Creditors selecting the green […]

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. Step 4: Go to a recent cashbook transaction, right click and select “Customer/Suppliers Account Transaction Menu” then select “Match Transaction”. […]

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 the ENVIRONMENT screen and the RED BOX indicates the location of the database. Make a note of the location of […]

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 the Balanced Transaction by selecting the green tick in the top right corner. Step 4: Matching Transactions Step 4.1: If […]

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 the CONFIGURATION Screen Click on ENVIRONMENT The image below is a section of the ENVIRONMENT screen and the RED BOX […]