TurboCASH5 - USA - Online Help- Table of Contents

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Release notes - Build 969
- Release notes - USA - August 2018
- Release notes - (Build 969) - Program
- Known issues (Build 969) - Program
- Release notes (Build 969) - Reports
- Known issues (Build 969) - Reports
Introduction
- Welcome
- Features
Getting Started
- System requirements
- Install TurboCASH5 - Single user
- Uninstall TurboCASH5
- User errors - Installation
- Starting TurboCASH
- Launch TurboCASH for the first time
- Register TurboCASH
- Delete registration codes
- Guidelines to Configure a Set of Books
New to Accounting
TurboCASH5 Program
- Ribbons
- Menu navigation
- Working with multiple programs
- Resizing screens
- Keyboard navigation
- Keyboard navigation - Changes from TurboCASH4
- Record buttons
- Filters
- Lookups
  - Inventory lookup
  - Accounts lookup - Journals
Help and Support
- Help
- About - TurboCASH
- Support
- Forum
- Bug report
Languages
- Switch language
- Customise language
- Set languages for Set of Books
Manage Sets of Books
- Open Set of Books
- Close Set of Books
- Delete Set of Books
- Exit TurboCASH
- Create Set of Books
- Converting Sets of Books
- Save as
- Data Integrity Check
Backup / Restore Sets of Books
- Backup path
- Backup a Set of Books
- Backup a Set of Books to E-mail
- Auto-Backup
- Restore a Set of Books
- TurboCASH5 Backup file
Accounts (Ledger)
- Planning your Chart of Accounts
- Account groups
  - Account groups (Action - Accounts)
  - Account groups (Setup)
- Financial categories
  - Financial categories (Action - Accounts)
  - Financial categories (Setup)
- Edit - Accounts
- Delete accounts
- Export / Import General Ledger accounts
  - Export - General ledger accounts
  - Import - General ledger accounts
Change Tax Rates
Export / Import
Vendor (Supplier) accounts
- Vendor groups
- Filter options (Vendors)
- Vendor - Context menu
  - Set Vendor Group 1/2
  - Vendor - Context menu reports
- Vendor accounts edit screen
- Delete Vendor accounts
- Export / Import Vendor accounts
  - Export - Vendor accounts
  - Import - Vendor accounts
Customer (Client) accounts
- Customer groups
- Filter options (Customers)
- Debtor - Customer menu
  - Set Customer group 1/2
  - Customer - Context menu reports
- Customer accounts edit screen
- Delete Customer accounts
- Export / Import Customer accounts
  - Export - Customer accounts
  - Import - Customer accounts
Contacts
Inventory
- Planning inventory codes
- Inventory types
- Inventory groups
- Inventory information
- Salespersons
- Inventory items - List screen
- Filter options (Inventory)
- Adjust inventory menu
- Inventory items - Context menu
  - Context menu - Print single item
  - Set Inventory reporting group 1/2
- Copy from a Inventory item
- Inventory items edit screen
- Use tabs for Inventory
- Create / Edit Inventory item types
- Delete Inventory items
- Export / Import - Inventory items
  - Export - Inventory items
  - Import - Inventory items
- Change inventory code
- Change inventory quantities
- Backorders
Journals
- Journal types (setup)
- Journal entry selection screen
  - Journal entry selection screen - Context menu
- Journal entry screen
- Journal transactions
  - Take-on Opening Balances
  - Cash transactions
- Export / Import journal transactions
- Reverse / Cancel posted journals
Documents (Sales and Purchases)
- Documents setup
  - Documents setup - Invoices
  - Documents setup - Credit notes
  - Documents setup - Estimates
  - Documents setup - Purchases
  - Documents setup - Vendor returns
  - Documents setup - Orders
  - Documents setup - Change document numbers
  - Documents setup - Statement setup
  - Documents setup - General numbers
  - Documents setup - POS layout
- Documents settings - Check list
- Steps - Document processing
- Document groups
- Documents list screen
  - Filter options (Documents)
  - Show / Hide columns
  - Group columns
  - Documents - Context menu
- Document entry
  - Document entry - Unposted documents
  - Document entry - Posted documents
  - Document entry - Context menu
- Document processing options
  - Add Posting and Delete buttons
  - Default inclusive for documents
  - Cannot edit price
  - Cannot edit description
  - Go to quantity
  - No backorder
  - Cannot sell out of stock
  - Check reference used
  - Cannot create items
  - Button lookup
  - No out of stock message
  - Use colours for out of stock
  - SQL only for stock lookup
  - Merge invoice to orders
  - Merge items per tax on ledger
  - Calculate BOM stock
  - Warning backorders
  - Limit stock purchase only for default supplier or non
  - Force stock type check
  - Auto-post documents on print
  - Set tax lookup On/Off
- Document printing options
  - Document print confirmation
  - Printing logo on documents
  - Document layout files
- Estimates
- Invoices
- Credit notes
- Orders
- Purchases
- Supplier returns
- Reverse / Cancel posted documents
- Confirm Estimates and Orders
- Export / Import documents
  - Export - Documents
  - Import - Documents
- Repeating invoices
- Delete documents
- Update / Post documents
Calendar / Planner
- Set the Calendar as default
- Create / Add events (Appointments)
- Create documents - Events (Appointments)
- Tasks - Calendar
- Contacts - Calendar
- Reminders
Budgets
- Enter budget
- Enter budget for special events
- Budget listing reports
- Budget listing - T-Account viewer
Bank reconciliation
- Hints when doing the bank reconciliation
- Reconciling your cashbook with bank statements
- Bank charges and items on the bank statement
- Bank reconciliation reports
- Troubleshooting differences
- Bank import plugin
Open item link
- Open item link - Totals tab
- Open item link - Transactions tab
- Open item link - Unposted batches tab
Access control
- Access control - Passwords
- Access control - Standard security tab
- Access control - Reports access tab
- Access control - Batches access tab
- Access control - Others tab
- Access control - Documents tab
- Access control - Groups tab
- Access control - User tab
- Access control - Log report
Search - Investigator
Reports (Reports ribbon)
- Settings for reports
- Reportman reports - Print options
- User reports (Reports ribbon)
  - Custom reports
Reports menu
- T-Ledger analyzer
- Ledger (Reports menu)
- Customers (Reports menu)
- Vendors (Reports menu)
- Contacts (Reports menu)
- Journal entry (Reports menu)
  - Journal report - Documents (Reports menu)
  - Journal transactions per period (Reports menu)
- Sales Tax (Reports menu)
- Inventory (Reports menu)
- Documents (Reports menu)
- Sales - (Reports menu)
- Sales analysis (Reports menu)
- Purchases (Reports menu)
- Purchases analysis (Reports menu)
- Calendar (Reports menu)
- Company info (reports menu)
- Currencies (Reports menu)
- Plugins (Reports menu)
T-Account viewer
Working with Reportman
- Report designer
- Reports - File structure
- Reports - System reports - File names
- Reportman interface
  - Reportman Report Structure and Data
  - Reportman output
- Reportman - Customise layout files
  - Reportman - Add unit descriptions to layout files
Cost centres
Projects
Activate Plugins
Plugins
Multi-currency
Consultants / Developer Zone
- XBRL
Terminology
Development - MySQL and Postgress databases
- Fixed - My SQL / Postgress databases
- Known issues - My SQL / Postgress databases