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 […]
Tag: PFIM
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 […]
Working with INI files on Terminal Servers
Note: Each database used needs its own INI file. Note: You can have one shared ini per database or save the ini in the users Home Directory so it is not shared with other users. Create a Home Folder: In Terminal Server ensure you have a Home Folder mapped to a drive letter like H: […]
Sending Statements via E-Mail
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 […]
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 […]