Setup the system for your company including graphic for invoice. Enter MICR and Account to appear on checks.
Set the CheckNo to the check number you would like to begin using. The Check link prints your MICR and Account info on
3 up per 8.5x11 inch pages of blank check stock. Each time you click CheckNo, the value is incremented by 3.
The blue links on the left of the form for Today, Day, Week, MoAvg, Mo, Yr, YTD and YTDAvg let you analyze trends in hours worked over time.
MoAvg and YTDAvg show mean, standard deviation, high and low.
Add Miles imports records after the date to the left if the GL line is for a Fixed Asset or if an invoice detail line contains ONSITE.
The query uses the one way miles in the Contact table. Edit Miles lets you delete duplicate trips or trips that are not
deductible. Total Miles shows the total miles and dollars you can deduct for the year.
Click Link to change where the data tables are located. If you see the box asking where the data
tables are upon opening the database, you may have a network error and should call for support to
avoid storing your work in the wrong location. The Link feature lets you set up another database
for archived records, training, different divisions of a large company or for a read-only copy
that can be used when you are off the local network.
Backup quickly saves a copy of the data tables to another location such as a flash drive.
All users must be out of the database to restore the backup.
Click Color on the Setup form to open the Color form. Select Super or User and click a color. Click Exit to change all forms to
that color for either super or normal users. Likewise, select Line and a color to change alternating shaded lines in reports to that
color. Click white to remove line shading.
Click Kit on the Setup form to open the Kit form. Set up kits of fixed assets used on the Kit combo of the GL form here.
The User form lets the Super user add or edit users. Normal users are limited in the data they can
edit on themselves, but they can change their password here. After confirming the password, be sure
to click UserName instead of pressing the Enter or Tab keys. This allows the encrypted passwords in
the MDW file on your c: drive to be copied to the server so you can log in anywhere.
See http://ageesw.com/asp/pwd.asp for more info on setting up users.
Click Zip on the Setup form to open the Zip form. Set up zip codes used on the Contact form here.
Optional Bids and Bid forms let you track multiple bids before the work is authorized to be invoiced.
Optional Route form lets you set the order in which you visit contacts.
Optional Payroll form to enter and edit payroll data.