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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.

It is recommended that SRDAL and SQL are installed on the same server.

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.

Back to User Interface

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 Information_icon.jpg, alert Alert_icon.jpg or stop)

  • user code

  • machine name (workstation)

  • application in use at time of the event

  • text description of the event.

This menu option is only be available if system control has been invoked for security level 6 users.

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 Back_icon.jpg to exit this window.

To clear the Event log:

  1. Click Administration > Event log.

  2. Click Clear_event_log_icon.jpg to clear the log file.

  3. Click Back_icon.jpg to exit this window.

Back to User Interface

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.

Before running the Integrity Check, ensure all users are logged out.

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.

Back to User Interface

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 Calculator_icon.jpg icon.

Back to User Interface

Calendar

Accountants Enterprise only

To open the calendar click Tools > Calendar.

INSERTIMAGE Calendar.jpg 

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.

You must reapply any customisation you still require.

Back to Toolbar

 
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