User Interface

Accountants Enterprise only

The user interface is a browser for the MYOB application ledgers comprising a:

• Menu Bar

• Toolbar

• Work area

• Status Bar

• The Navigation Bar.

Work area

By default the Work area displays the list of application Ledgers. Users with necessary security level, are able to change the appearance of the work area, refer to User Accounts. Depending on the settings selected for the Start option on the Preferences tab under User Accounts, the work area will open showing:

• List of application ledgers (this is the default after installation)

• Folders,

• a selected folder,

• page setups,

• User Accounts 

• Event Log

• System Calculator

• Calendar

• Hot Keys

Your browser list may appear differently depending on the view setup by selecting View > Folder View. Refer to The Folder View Window.

Menu Bar

The menu bar provides options according to your security level:

• The standard user security level provides these menus:

• File, refer to The File Menu

• Edit,

• View, refer to Licence status

• Tools, refer to Integrity Check and Calendar

• Help

• In addition to these the Supervisor level security has access to:

• Manage, refer to The Manage Menu.

For the standard user some menu items have restricted access.

Status Bar

As can be seen in this sample, the status bar shows:

• The current version of the software.

• Double the page setup to open the Select Page Setup window to select a different page setup.

• Double click the Time to open the Date/Time Properties window.

• Double click the CAPS area to toggle CAPS on and off.

• Double click the NUM area to toggle NUM on and off.

The Navigation Bar

The navigation bar is turned on or off from the View menu and provides access to:

• My Folders

• Administration

• Favourites

Administration

The Administration section of the navigation bar provides access to:

• User Accounts

• Page Layout Tab

• Folders

• Event Log

These functions can also be accessed via the pull-down menus.

Favourites

You can add up to 16 shortcuts to frequently used ledgers to a customised list of Favourites.

To do this, simply ‘Drag and Drop’ a ledger to add it to your list of Favourites

To remove a ledger from your Favourites list:

1. From your Favourites list, right click on the shortcut to be removed and click Remove.

2. The shortcut to the ledger no longer appears in your Favourites list.

My Folders

By default, My Folders has two options:

• Search

• Ledgers - Click Ledgers to display a full list of your ledgers in alphabetical order.

The File Menu

The tasks in the File menu differ depending on what is selected from the Navigation bar and the operations you are able to perform depend on your security level. The File menu includes:

• New: Creates a new entry of the type listed.

• How to Create Folder Links

• How to Create Shortcuts

• How to Create New Ledgers

When creating:

• User Accounts refer to User Accounts

• Folders, refer to Folder Properties

• Page Setups refer to Accessing a Page Setup.

• Open: Opens whatever is currently highlighted. That is, if the list of Folders is displayed the highlighted folder is opened.

Alternatively, double click on the entry to open it.

• Delete: Highlight the ledger, folder, user account, Page Setup or Folder and click File > Delete. Alternatively, Delete can be selected from the right click menu for any of these components.

Your security level will determine whether you can delete certain entries.

• Properties: Displays the properties for this ledger, user account, folder, page setup, event log entry etc. Event logs are system generated.

• Page Setups: Opens the Select Page setups window and allows you to select a default page setup. The shortcut key is [Ctrl+P]. Refer to How to Add a Page Setup.

• Print: Opens the Print index window and allows you to print your Ledger list. You are able to print to the screen, a printer or to a file.

• Export: Opens the Ledger Export window and allows you to export the selected ledger to another installation of the software. Refer to How to Export Ledgers.

• Backup: Opens the Backup wizard and creates a backup of the currently selected ledger to a chosen backup media. Refer to How to Backup Data.

• Restore: Opens the Restore wizard and allows you to restore ledger files from a chosen media to a selected location. Refer to How to Restore a Ledger.

• Login as: Opens the Access Gateway window and allows you to login as a different user. Refer to How to Login as Another User

• Exit: Allows you to close the application. Shortcut key [Alt+F4]

The Manage Menu

The Manage menu provides access to administration tasks and is only available to users with a security level of 6. The user SUPERVIS has access to the Manage menu.

The Manage menu includes:

• Templates: Opens the Template Maintenance window and allows you to view the properties of an application template. Refer to Templates.

• Install: Opens the Product window displaying applications installed (select Tools > Install). You are able to view details relating to the listed products. Refer to Product Installation

• Edit Backup label: The details for the backup file label are presented for edit in text letter layout format.

• Workstations: This is the list of machine names. Properties and notes may be maintained.

• Control: This function maintains General system control properties, Messaging, MLS and Domains. Refer to Extended Features .

Back to System Information

Templates

Accountants Enterprise only

The system maintains descriptions for each of the supported application ledger types. Each application ledger description is stored in a template that is automatically added when the application is installed.

Each template represents a base or master copy of ledger requirements. You then add, or adjust this template to define the specific structure of the selected ledger. To create a new ledger, you must have the required templates as a starting point.

Template maintenance allows you view templates and alter the default page setup or menu level security (MLS) table.

To view templates:

1. Click Manage > Templates.

The Template window lists installed application ledger templates on two tabs:
Database tab: The Database tab is updated as each application is installed:

• SR DAL enabled: this will be checked if the application supports SQL.

• Rebuild enabled: this will be checked if the application runs in CFS.

General tab: The General tab provides general information on the template:

• Type: The application type for the selected template is displayed. For example, CDS represents Central Database.

• Name: Displays the name given to the template by the system.

• Platform: When ticked, this checkbox indicates that the selected template is a Cheetah File System application.

• Application code: Displays the header file used for this template.

• Version: Refers to the Cheetah file version. This field should not be edited.

• Files: Displays the external and internal files used by this template. This information can be viewed in the header file using Notepad.

• Command: An external procedure provided by Support can be entered here.

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Extended Features

Accountants Enterprise only

Extended features available by clicking Manage > Control are intended to assist with managing the system. These include:

• Item passwords allow you to protect access to a ledger.

• Folder passwords allow you to protect all your practice's data for applications ledger.

• Palette maintenance allows you to customise colours and fonts to be used.

• Groups can be setup for a number of users with a set password.

• Domains enable an item or folder to be owned by a particular user and to be visible to predefined people.

• Workstation maintenance enables details to be entered for your workstations. For example, login, operating system, backup device, RAM, notes.

• System controls allow security access to all available features.

• Templates are specific to each ledger and can include or exclude menu options.

• Backup controls provide the ability to edit backup labels.

• Start-up notices and messages allow pre-defined messages to be displayed to users when they log in.

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Hot Keys

Accountants Enterprise only

Standard keyboard actions are:

• ESC: Cancel and exit without saving changes.

• F1: Online help.

• F2: Auto key toggle for data controls.

• F6: Accept all field contents and action OK.

• F8: Folder Properties dialog.

• F9: Folder View dialog.

• F10: Open the selection list or the relevant right click menu.

• Ctrl+End: Accept all field contents and action OK.

• Enter: Accept control with current focus.

• Tab: Move focus to first/next control or data control.

• Backtab : Move focus to previous control or data control.

• Ctrl+Tab: Move focus between sub-windows (dialog tabs).

• Ctrl+Tab: Item properties (when in an index).

• Alt+E: Invokes edit mode

• Alt+F4: Application Close (Cancel from all windows).

• Shift+Del: Delete/cut.

• Ctrl+X: Delete/cut.

• Shift+Ins: Insert/paste.

• Ctrl+V: Insert/paste.

• Ctrl+C: Copy.

• Ctrl+Ins: Copy.

• Delete: Clear (no transfer to clipboard).

• Insert: Toggle between overtype and insert mode.

• Pg Up: Scroll up one page.

• Pg Dn: Scroll down one page.

• End: Go to end of field.

• Home: Go to start of field.

Back up User Interface

Licence status

Accountants Enterprise only

This window has tabs for licensed codes and usage by application.

On the Usage tab, drill down allows the list of users for each application to be displayed. This is useful to determine which team members are using what applications before a system backup or software installation.

To view the Licence details:

1. Click View > Licenced apps to open the Licence Status window.

For each application, the total licensed number of Multiple User Licences (

MULs)

 is displayed along with the number used.

1. To drill down by application to see who is logged in:

1. select the Usage tab and

2. click the + button.

Back to User Interface

SR Data Access Layer

Accountants Enterprise only

In broad terms, the system is able to access and manipulate data in SQL and CFS databases. The SRDAL is used for SQL databases.

The SRDAL is a service managed generically via the Service Manager by users within the Administrator’s group. For convenience, a control panel applet (CPL) which supports some specific management functions is installed.

Files installed

The SRDAL executable file (SRDAL.EXE) defaults to the \Program Files\MYOB\SRDAL folder during installation.

Caching and message queue parameters

The Control Panel applet (CPL) has a tab to allow manipulation of the caching parameters and message queue size. These can only be changed when the SRDAL is not running. These parameters should only be altered with advice from Support.

SRDAL is installed by default to start automatically at system boot. This can be changed using the Services Manager.

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Event Log

Accountants Enterprise only

All system generated errors are written to the system log file and can be viewed by selecting Administration > Event log.

The log file is called SREVENT.LOG and is located in the system directory (that is, \SOL64). This file can also be viewed and printed from a MS-DOS command prompt.

Entries in this file consist of a line for each event containing information such as:

• date in dd/mm/yyyy format

• time in 24 hour format (that is, hh:mm:ss)

• level showing the severity (for example, information , alert or stop)

• user code

• machine name (workstation)

• application in use at time of the event

• text description of the event.

To open the Event log:

1. Click Administration > Event log to open the Event log.

2. Click the arrow to reverse the sort sequence for the selected column.

3. In the toolbar, click to exit this window.

To clear the Event log:

1. Click Administration > Event log.

2. Click to clear the log file.

3. Click to exit this window.

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Integrity Check

Accountants Enterprise only

The Integrity Check automated routine record s any errors encountered to the system log file for access via the Event Log, SREVENT.LOG normally located in, \SOL64.

The Integrity Check performs these functions:

• Attempts to obtain single user access, logs an error if it is unable to perform this task and if other users are logged in they are reported in the log file.

• Checks file consistency and integrity.

• Checks folder integrity.

• Checks ownership and resets invalid fields.

To invoke the Integrity Check:

1. Click Tools > Integrity Check the progress bar displays.

2. If errors are reported, click OK.

3. To view the results of this routine, refer to Event Log.

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System Calculator

Accountants Enterprise only

The System Calculator is a simple four function calculator that may be used within all application ledgers by clicking the Calculator  icon.

Back to User Interface

Calendar

Accountants Enterprise only

To open the calendar click Tools > Calendar.

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Back to User Interface

Toolbar

Accountants Enterprise only

How to customise the Toolbar

The system toolbar provides access to frequently used menu options. Tool tips are provided. You can configure the toolbar for your own requirements. All users are able to add and remove toolbar access to menu commands and, if you have the necessary security level, you are able to add internal and external commands.

You can customise the toolbar by accessing the Configure Toolbar window. This window allows you to add or remove icons and to rearrange them on the toolbar.

Also refer to How to Reset the Toolbar to the default setting.

To customise the toolbar:

1. Double click anywhere on the toolbar (except on an icon).

The

Configure Toolbar

window opens.

1. Select from the required function from the Configure Toolbar window as described here:

• Toolbar Buttons: Displays the current toolbar configuration.

• Buttons: Displays all available icons fr5om which to select.

• Close: Closes the Configure Toolbar window.

• Create: Creates or duplicates a toolbar item. Refer to How to Add an Icon to the Toolbar

• Update: Updates the current configuration.

For example, you can change an existing toolbar icon. To do this, click on an item in the

Toolbar Button

 list and then click on the new button required from the

Button

 list. After each icon change, click

Update

 to commit the change.

• Remove: Removes a toolbar icon from the toolbar configuration. Refer to How to Remove an Icon from the Toolbar

• Move Up: Moves the selected toolbar option up one position in the Toolbar buttons list. The selected icon moves one position to the left in the current toolbar configuration.

For example, highlight the toolbar icon from the

Toolbar

 buttons list and click

Move Up

.

• Move Down: Moves the selected toolbar option down one position in the Toolbar buttons list. The selected icon moves one position to the right in the current toolbar configuration.

For example, highlight the toolbar icon from the

Toolbar buttons

 list and click

Move Down

.

• Define: Allows authorised users to define a new command for the command list. This may invoke an application command or create a link to an external application (such as MS Word).

You select the

<command>

 option from the Command list and then click

Define

.

• Command: Provides a drop down list of available commands.

1. Click Update to display the new icon on the toolbar.

2. Click Close.

Back to User Interface

How to Add an Icon to the Toolbar

Accountants Enterprise only

You can customise the toolbar by accessing the Configure Toolbar window. This window allows you add or remove toolbar icons and to rearrange the order of icons on the toolbar.

To add an icon to the toolbar:

1. Double click on a blank area of the Toolbar.

The

Configure Toolbar

 window opens with the last item in the

Toolbar

 

buttons

 list highlighted.

1. From the Command drop down list, select the required toolbar command.

2. From the Buttons list, select the icon to associate with the command.

3. Click the Create button.

The new entry is displayed with the new icon and command.

1. Select the Move Up or Move Down button to place the new icon where you want it on the Toolbar.

2. To close the Configure Toolbar window, click the Close button.

The amended Toolbar displays.

Back to Toolbar

How to Remove an Icon from the Toolbar

Accountants Enterprise only

You can customise the toolbar by accessing the Configure Toolbar window. This window allows you add or remove toolbar icons and to rearrange the order of icons on the toolbar.

To remove an icon from the Toolbar:

1. Double click anywhere on the Toolbar (except on a specific icon).

The

Configure Toolbar

window opens.

1. Select the icon to be removed.

2. Click the Remove button.

The icon is removed from the Toolbar.

1. To close the Configure Toolbar window, click the Close button.

Back to Toolbar

How to Reset the Toolbar to the default setting

Accountants Enterprise only

If you have customised the toolbar, any new icons in the set of default icons installed will not be visible to you until you Reset the toolbar to the default condition.

For example, the PDF and Share It icons are now standard on the Print Preview toolbar. To make these new icons visible in a customised toolbar:

1. With the Tax ledger open, double-click on 'empty' space on the toolbar (that is, not on an icon).

2. Select Customise.

3. Highlight the Print Preview toolbar. If there is a tick against the toolbar, click the checkbox to remove it.

4. Select the Configure tab.

5. Click Reset. If the Reset button is not active your toolbar is standard.

6. Select ‘Yes' to confirm that you wish to continue with the change.

7. Your Print Preview options now show the default values including the any new icons.

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