Setup of Electronic Payment File Setup

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Setup of Electronic Payment File Setup"

Transcription

1 Electronic Payment File (EPF) Setup and Use The Electronic Payment Lock Box File (EPF) process now supports the use of multiple bank accounts in one file. Lockboxes are a way for tenants to mail in payments to a bank or payment processing center. The payment stub contains information that allows the bank to process multiple types of payments and create a single electronic file for a housing agency. To setup and process EPFs in WinTen 2+: Setup of Electronic Payment File Setup 1. From the Home tab, type electronic in the Search bar and click on the Electronic Payment File Setup link. 2. To add a new EPF profile, click the + New button. 3. You can change Profile Description if you want to. 4. For Bank Account, select the bank account associated with the EPF profile.

2 5. Cash Drawer identify the cash drawer associated. 6. Payment Type For Payment Type, choose Automatic Withdrawal 7. Default File Location This is the location of where the EPF file be saved and stored.

3 8. Default File Name 9. Type of File Choose Fixed Field Length. File Layout 10. In this section, you can specify details such as Starting Position and Length of Field.

4 Address 11. The Remittance Address is the location where statements will be sent. Note: This section only applies to instances where there is one remittance address. 12. Enter the Billing Inquiry Address if applicable. 13. Click Save to save your changes to the EPF Profile. 14. To make any edits to a profile, click on the profile and adjust any of the fields as needed. Click Save to save any edits. 15. To delete a profile, highlight the profile and click the Delete button. 16. Click OK in the Delete? Popup window.

5 Mapping Developments to Specific Cash Drawers 17. If you are processing payments that are in multiple bank accounts, you will need to map the developments to their cash drawers. Based on the development of the account (from EPF Account Number), the amount is deposited to the associated cash drawer. Note: If mapping is used, but the file contains a development that is not mapped, a new error will be on the report displaying "No cash drawer mapping for development." 18. Click on the Cash Drawer drop-down arrow and click on the Edit Development Mapping. 19. A screen appears to setup up a cash drawer per development

6 20. Click + New to add new mapping. 21. Click inside the Development cell and use the scroll bar to select the specific development. Note: You can also type the development name to filter the results. Click on the specific Development name you want to select.

7 22. Click inside the Cash Drawer cell and use the scroll bar to select the appropriate cash drawer for that development. Note: you can also type the cash drawer name to filter the results. Click on the specific Cash Drawer name you want to select. 23. You can add as many developments and associated cash drawers as needed. 24. Click Delete to remove setup for a particular development. 25. Click OK when prompted to delete the mapping. 26. Click the yellow Exit door to exit the Electronic Payment File Development Mapping screen. 27. Be sure to Save before exiting the Maintain Electronic Payment File Setup Options screen. Click Yes when prompted to save your changes.

8 Processing Electronic Payment Files in WinTen From the Home tab, type electronic in the Search bar and click on the Process Electronic Payment File Wizard link. 29. The Process Electronic Payment File Wizard window opens. Select your Electronic Payment File Profile and click Next. a. If you select a profile from the drop down, it will select one bank account per file. b. If you check the box for File Contains Bank Account, you can process multiple bank accounts and cash drawers. 30. Click Browse to locate the EPF.

9 31. Locate the EPF stored on your computer/network and click Open. 32. After selecting the file, click Next. 33. You can view an errors or exceptions associated with the EPF by clicking on the View Electronic Processing File Exception Listing link.

10 34. Select the appropriate Scribe Header and click Submit to load the report. 35. Review the exceptions listed in the report and consult with your bank about the errors if needed. Note: You can print, save, or export the report in a variety of formats. 36. Click the red to close the Preview of the Electronic Processing File Exception Report.

11 37. Return to the wizard and click Next. On the next step of the wizard, you can view the Electronic Processing File Pre- Posting Report by clicking on the View Electronic Processing File Pre-Posting Report link. 38. Select the appropriate Scribe Header and click Submit to load the report. 39. This report shows all the payments that will be processed and deposited into General Ledger. Note: You can print, save, or export the report in a variety of formats. 40. Click the red to close the Preview of the Electronic Processing File Pre-Posting Report. 41. Click Next. On the final confirmation screen of the wizard, review the information and click Finish.

Creating a New Excel Survey

Creating a New Excel Survey The purpose of this guide is to give you an overview of the Microsoft Office 365 Excel web application. Creating a New Excel Survey Log in to Office 365 using your student ID and password in the usual

More information

To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to be verified.

To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to be verified. TO: UAN CLIENTS FROM: UAN STAFF DATE: OCTOBER 8, 2008 SUBJECT: Steps for Initial Setup of Microsoft Outlook To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to

More information

Mail Merge Creating Mailing Labels 3/23/2011

Mail Merge Creating Mailing Labels 3/23/2011 Creating Mailing Labels in Microsoft Word Address data in a Microsoft Excel file can be turned into mailing labels in Microsoft Word through a mail merge process. First, obtain or create an Excel spreadsheet

More information

Service Desk R11.2 Upgrade Procedure - How to export data from USD into MS Excel

Service Desk R11.2 Upgrade Procedure - How to export data from USD into MS Excel Service Desk R11.2 Upgrade Procedure - How to export data from USD into MS Excel Purpose of document The purpose of this document is to assist users in defining a text printer on their machines in order

More information

Avery Wizard: Using the wizard with Microsoft Word. This is a simple step-by-step guide showing how to use the Avery wizard in word

Avery Wizard: Using the wizard with Microsoft Word. This is a simple step-by-step guide showing how to use the Avery wizard in word Avery Wizard: Using the wizard with Microsoft Word This is a simple step-by-step guide showing how to use the Avery wizard in word Open up a blank document in Microsoft Word and click the Avery Tab at

More information

Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data

Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data Prior to starting this, please save the.csv file that you exported as an excel file (example: xxxx.csv will now

More information

HDAccess Administrators User Manual. Help Desk Authority 9.0

HDAccess Administrators User Manual. Help Desk Authority 9.0 HDAccess Administrators User Manual Help Desk Authority 9.0 2011ScriptLogic Corporation ALL RIGHTS RESERVED. ScriptLogic, the ScriptLogic logo and Point,Click,Done! are trademarks and registered trademarks

More information

Internet Explorer 7. Getting Started The Internet Explorer Window. Tabs NEW! Working with the Tab Row. Microsoft QUICK Source

Internet Explorer 7. Getting Started The Internet Explorer Window. Tabs NEW! Working with the Tab Row. Microsoft QUICK Source Microsoft QUICK Source Internet Explorer 7 Getting Started The Internet Explorer Window u v w x y { Using the Command Bar The Command Bar contains shortcut buttons for Internet Explorer tools. To expand

More information

Importing and Exporting Databases in Oasis montaj

Importing and Exporting Databases in Oasis montaj Importing and Exporting Databases in Oasis montaj Oasis montaj provides a variety of importing and exporting capabilities. This How-To Guide covers the basics of importing and exporting common file types.

More information

Importing Contacts to Outlook

Importing Contacts to Outlook Importing Contacts to Outlook 1. The first step is to create a file of your contacts from the National Chapter Database. 2. You create this file under Reporting, Multiple. You will follow steps 1 and 2

More information

Processing Quotes Using ROBO-Agent for Tower JOB AID

Processing Quotes Using ROBO-Agent for Tower JOB AID Processing Quotes Using ROBO-Agent Job Aid 1 Processing Quotes Using ROBO-Agent for Tower JOB AID Purpose: This job aid will help agencies use ROBO-Agent to run their Quotes through Tower. When: Use this

More information

Sync Appointments from the Schedule Certifications Screen

Sync Appointments from the Schedule Certifications Screen Syncing 2+ Calendar Appointments with Microsoft Outlook WinTen 2+ provides users the ability to sync WinTen 2+ calendar appointments with a Microsoft Outlook calendar. This syncing ability applies to the

More information

Document Revision Date: August 14, 2014. Create a New Data Protection Policy in the Symantec.cloud Management Portal

Document Revision Date: August 14, 2014. Create a New Data Protection Policy in the Symantec.cloud Management Portal Document Revision Date: August 14, 2014 Create a New Data Protection Policy in the Symantec.cloud Management Portal Create a New Data Protection Policy i Contents Configure Data Protection Settings in

More information

MAIL MERGE MADE EASY A STEP-BY-STEP GUIDE FOR LABELS OR EMAIL MERGES

MAIL MERGE MADE EASY A STEP-BY-STEP GUIDE FOR LABELS OR EMAIL MERGES MAIL MERGE MADE EASY A STEP-BY-STEP GUIDE FOR LABELS OR EMAIL MERGES WHY MAIL MERGE? Labels: Mail merge in Office lets you convert your contact list data into a sheet of mailing labels, with complete control

More information

emarketing Manual- Creating a New Email

emarketing Manual- Creating a New Email emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a

More information

Company Setup 401k Tab

Company Setup 401k Tab Reference Sheet Company Setup 401k Tab Use this page to define company level 401(k) information, including employee status codes, 401(k) sources, and 401(k) funds. The definitions you create here become

More information

Introduction on Contact Management Software EZY Call Manager 7. Prepare By : Joseph Har 2503 2568 Web Site : www.bashk.org

Introduction on Contact Management Software EZY Call Manager 7. Prepare By : Joseph Har 2503 2568 Web Site : www.bashk.org Introduction on Contact Management Software EZY Call Manager 7 1 Leads How important it is? Leads are considered as raw details of un-develop business opportunity. Leads can become a great sales opportunities

More information

WorldShip Import Customer Addresses

WorldShip Import Customer Addresses Go to the appropriate page for a discussion of the following import customer addresses procedures: Procedure using the Import/Export Wizard using the Connection Assistant Page 2 9 Copyright 2015, United

More information

ACS Version 10.6 - Accounts Payable

ACS Version 10.6 - Accounts Payable ACS Version 10.6 - Accounts Payable Table Of Contents 1. Accounts Payable... 1 Accounts Payable Overview... 1 Accounts Payable Startup Outline... 2 Procedures Outline... 2 Customizing Program Defaults...

More information

Packages... 1. Opening the Package Maintenance Form... 2. Adding a New Package... 2. Edit Package Item Details Form... 11

Packages... 1. Opening the Package Maintenance Form... 2. Adding a New Package... 2. Edit Package Item Details Form... 11 Packages Packages... 1 Opening the Package Maintenance Form... 2 Adding a New Package... 2 Edit Package Item Details Form... 11 Profit, Margin, Markup... 14 Package Details & Price Tag Options... 14 Package

More information

6 Managing Bank Accounts

6 Managing Bank Accounts 6 Managing Bank Accounts The Bank Account Screen allows you to add and maintain information for WinCruise bank accounts, including bank contact and account information, General Ledger accounts, checks,

More information

IFAS Reports. Participant s Manual. Version 1.0

IFAS Reports. Participant s Manual. Version 1.0 IFAS Reports Participant s Manual Version 1.0 December, 2010 Table of Contents General Overview... 3 Reports... 4 CDD Reports... 5 Running the CDD Report... 9 Printing CDD Reports... 14 Exporting CDD Reports

More information

Mail Merge. Course Description. Objectives: Design a Main Document. Design a Data Source. Directories. Merge the Main Document with the Data

Mail Merge. Course Description. Objectives: Design a Main Document. Design a Data Source. Directories. Merge the Main Document with the Data Mail Merge Course Description The Mail Merge feature allows you to combine items from a data source into a document. This allows you to create form letters, mailing labels, envelopes, etc. You also have

More information

Clean Up Email Rules Quick Steps Search Tools Change Views Export Data Convert email to tasks Contact Groups. Outlook Functions

Clean Up Email Rules Quick Steps Search Tools Change Views Export Data Convert email to tasks Contact Groups. Outlook Functions Clean Up Email Rules Quick Steps Search Tools Change Views Export Data Convert email to tasks Contact Groups Outlook Functions Clean Up: New ways to manage conversations and remove redundant emails: Email

More information

From the Start Page click on Create New Client. Alternatively, you can click on New Client within the Browse window on the left hand side

From the Start Page click on Create New Client. Alternatively, you can click on New Client within the Browse window on the left hand side Lead Management The purpose of this User Guide is to provide users with guidance on how to create and manage leads. The guide has been split into a number of sections for ease of reference: Creating a

More information

Microsoft Access 2007 Advanced Queries

Microsoft Access 2007 Advanced Queries Microsoft Access 2007 Advanced Queries When you run a query in Microsoft Access 2007, it is not only able to display records, but also able to perform specific tasks and actions based on user defined criteria.

More information

Microsoft Office. Mail Merge in Microsoft Word

Microsoft Office. Mail Merge in Microsoft Word Microsoft Office Mail Merge in Microsoft Word TABLE OF CONTENTS Microsoft Office... 1 Mail Merge in Microsoft Word... 1 CREATE THE SMS DATAFILE FOR EXPORT... 3 Add A Label Row To The Excel File... 3 Backup

More information

Bank OnLine Commercial Administrator User s Guide

Bank OnLine Commercial Administrator User s Guide Bank OnLine Commercial Administrator User s Guide Rev12-15 P.O. Box 6469 Corpus Christi, Texas 78466-6469 Cash Management E-mail: CashManagement@AmericanBank.com Support Team: (361) 653-5296 Sales Team:

More information

Downloading RIT Account Analysis Reports into Excel

Downloading RIT Account Analysis Reports into Excel Downloading RIT Account Analysis Reports into Excel In the last lesson you learned how to access the Account Analysis detail and export it to Excel through the Account Analysis function. Another way to

More information

Introduction to Microsoft Access 2010

Introduction to Microsoft Access 2010 Introduction to Microsoft Access 2010 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:

More information

Work with the MiniBase App

Work with the MiniBase App Work with the MiniBase App Trademark Notice Blackboard, the Blackboard logos, and the unique trade dress of Blackboard are the trademarks, service marks, trade dress and logos of Blackboard, Inc. All other

More information

Google Sites. How to create a site using Google Sites

Google Sites. How to create a site using Google Sites Contents How to create a site using Google Sites... 2 Creating a Google Site... 2 Choose a Template... 2 Name Your Site... 3 Choose A Theme... 3 Add Site Categories and Descriptions... 3 Launch Your Google

More information

OSP Quick Start Guide

OSP Quick Start Guide OSP Quick Start Guide Table of Contents Notes...1 Overview...1 Site Information...2 Login to Portal...2 Activity Setup...3 Add Activity...3 Activity Lookup...4 Edit Activity...4 Remove Activity...4 View

More information

How to recover IE Client

How to recover IE Client HIKVISION EUROPE B.V. How to recover IE Client (WebClientActiveX Control) Name: WebClientActiveX Control Publisher: HANGZHOU HIKVISION DIGITAL TECHNOLOGY CO.,LTD. Type: ActiveX Control Version: 2.4.0.56

More information

Computer Helper Publishing, Inc. 800-533-5227 www.churchwindows.com

Computer Helper Publishing, Inc. 800-533-5227 www.churchwindows.com Training 2010 Financial to Accounting Transition Book 3: Transactions & Corrections Computer Helper Publishing, Inc. 800-533-5227 www.churchwindows.com Book 3 Transactions & Corrections Basic Transactions...

More information

Microsoft Access 2010 handout

Microsoft Access 2010 handout Microsoft Access 2010 handout Access 2010 is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant

More information

EMPLOYEE SELF-SERVICE DIRECT DEPOSIT PROCEDURES

EMPLOYEE SELF-SERVICE DIRECT DEPOSIT PROCEDURES EMPLOYEE SELF-SERVICE DIRECT DEPOSIT PROCEDURES STEP 1: To access Employee Self Service, login to Lawson by entering your District User ID and Password. STEP 2: Click on the down arrow next to Employee

More information

Installing a Browser Security Certificate for PowerChute Business Edition Agent

Installing a Browser Security Certificate for PowerChute Business Edition Agent Installing a Browser Security Certificate for PowerChute Business Edition Agent The Agent component of PowerChute Business Edition has a "self-signed" security certificate. This means that when you access

More information

Introduction to Microsoft Access 2013

Introduction to Microsoft Access 2013 Introduction to Microsoft Access 2013 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:

More information

Merging Labels, Letters, and Envelopes Word 2013

Merging Labels, Letters, and Envelopes Word 2013 Merging Labels, Letters, and Envelopes Word 2013 Merging... 1 Types of Merges... 1 The Merging Process... 2 Labels - A Page of the Same... 2 Labels - A Blank Page... 3 Creating Custom Labels... 3 Merged

More information

TriCore Secure Web Email Gateway User Guide 1

TriCore Secure Web Email Gateway User Guide 1 TriCore Secure Web Email Gateway User Guide This document provides information about TriCore Secure Web Email Gateway. This document is for users who are authorized to send and receive encrypted email

More information

The Purchasing Wizard

The Purchasing Wizard The Purchasing Wizard INTRODUCTION The Purchasing Wizard allows for the creation of purchase orders based upon restocking requirements (min/max or usage) or task parts lists. The wizard automatically creates

More information

Job Streaming User Guide

Job Streaming User Guide Job Streaming User Guide By TOPS Software, LLC Clearwater, Florida Document History Version Edition Date Document Software Trademark Copyright First Edition 08 2006 TOPS JS AA 3.2.1 The names of actual

More information

Using the VMS Data Entry Reports

Using the VMS Data Entry Reports Using the VMS Data Entry Reports Following HUD s hybrid VMS posting procedure, the WinTen 2+ VMS module gathers all paid HAP/URP transactions for a specific month and groups those payments by the VMS category

More information

Mastering Mail Merge. 2 Parts to a Mail Merge. Mail Merge Mailings Ribbon. Mailings Create Envelopes or Labels

Mastering Mail Merge. 2 Parts to a Mail Merge. Mail Merge Mailings Ribbon. Mailings Create Envelopes or Labels 2 Parts to a Mail Merge 1. MS Word Document (Letter, Labels, Envelope, Name Badge, etc) 2. Data Source Excel Spreadsheet Access Database / query Other databases (SQL Server / Oracle) Type in New List Mail

More information

ProjectWise Explorer V8i User Manual for Subconsultants & Team Members

ProjectWise Explorer V8i User Manual for Subconsultants & Team Members ProjectWise Explorer V8i User Manual for Subconsultants & Team Members submitted to Michael Baker International Subconsultants & Team Members submitted by Michael Baker International ProjectWise Support

More information

Organizing and Managing Email

Organizing and Managing Email Organizing and Managing Email Outlook provides several tools for managing email, including folders, rules, and categories. You can use these tools to help organize your email. Using folders Folders can

More information

The first thing to do is choose if you are creating a mail merge for printing or an e-mail merge for distribution over e-mail.

The first thing to do is choose if you are creating a mail merge for printing or an e-mail merge for distribution over e-mail. Create a mail or e-mail merge Use mail or e-mail merge when you want to create a large number of documents that are mostly identical but include some unique information. For example, you can use mail merge

More information

Create Mailing Labels Using Excel Data (Mail Merge)

Create Mailing Labels Using Excel Data (Mail Merge) Create Mailing Labels Using Excel Data (Mail Merge) This quick guide will show you how to create mailing labels from an Excel spreadsheet. To print mailing labels, you ll import Excel spreadsheet data

More information

4-H Online HelpSheet. c. Click Member: Email and click the double arrows 5/10/13

4-H Online HelpSheet. c. Click Member: Email and click the double arrows 5/10/13 Broadcast Emails and Adding documents within Emails You can send broadcast emails through 4 H Online. Even better, you can include documents within these emails to help improve communications between the

More information

Processing Quotes Using ROBO-Agent JOB AID

Processing Quotes Using ROBO-Agent JOB AID Processing Quotes Using ROBO-Agent Job Aid 1 Processing Quotes Using ROBO-Agent JOB AID Purpose: This job aid will help agencies use ROBO-Agent to run their Quotes through Alliance. When: Use this job

More information

TABLE OF CONTENTS I. MAIL MERGING...1 II. MAIL MERGE WIZARD...1 III. MAIL MERGE TOOLBAR...4 PRINTING LABELS AND ENVELOPES...4

TABLE OF CONTENTS I. MAIL MERGING...1 II. MAIL MERGE WIZARD...1 III. MAIL MERGE TOOLBAR...4 PRINTING LABELS AND ENVELOPES...4 TABLE OF CONTENTS I. MAIL MERGING...1 II. MAIL MERGE WIZARD...1 1. CREATING A NEW LETTER AND DATA LIST...1 2. CREATING A NEW LETTER USING AN EXISTING DATA LIST...3 III. MAIL MERGE TOOLBAR...4 MERGING EXISTING

More information

How to Edit an Email. Here are some of the things you can do to customize your email:

How to Edit an Email. Here are some of the things you can do to customize your email: How to Edit an Email Editing a new email created during the Create an Email wizard or editing an existing email in the Edit Email section of the Manage Emails tab is easy, using editing tools you re probably

More information

Mail Merge (Microsoft Office 2010)

Mail Merge (Microsoft Office 2010) Mail Merge (Microsoft Office 2010) Microsoft Word s 2010 mail merge feature allows users to create one document, such as a customer appreciation letter, promotional letter, or an employee appreciation

More information

Producing Standards Based Content with ToolBook

Producing Standards Based Content with ToolBook Producing Standards Based Content with ToolBook Contents Using ToolBook to Create Standards Based Content... 3 Installing ToolBook... 3 Creating a New ToolBook Book... 3 Modifying an Existing Question...

More information

STAMPIN UP! Customer Manager and Mailing Selector Users Guide

STAMPIN UP! Customer Manager and Mailing Selector Users Guide STAMPIN UP! Customer Manager and Mailing Selector Users Guide STAMPIN UP! Customer Manager and Mailing Selector Users Guide 2006 Stampin' Up! 12907 South 3600 West Riverton, UT 84065 www.stampinup.com

More information

How to Create Your Own Crystal Report

How to Create Your Own Crystal Report How to Create Your Own Crystal Report Step 1 Figure out what table you need to use for your report. Click on Resources, then File Layouts and Program Information. Click on File Layouts to see the available

More information

Adding the BU IMAP Inbox 1. Along the left side of the screen, there is a Mail column. Look for the All Mail Folders section.

Adding the BU IMAP Inbox 1. Along the left side of the screen, there is a Mail column. Look for the All Mail Folders section. Basic Guide to Setting up Outlook 2003 for E-Mail Some preliminary setup has already been done, so when you first open Outlook 2003 it will prompt you for your password. You can go ahead and log on at

More information

TheFinancialEdge. Administration Guide

TheFinancialEdge. Administration Guide TheFinancialEdge Administration Guide 102011 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

WorldShip Export Shipment Data

WorldShip Export Shipment Data Go to the appropriate page for a discussion on the following export shipment data procedures: Procedure using the Import/Export Wizard using the Connection Assistant Page 2 8 Copyright 2014, United Parcel

More information

Microsoft Outlook 2013 - Email. Sorting, searching and filtering emails. Sorting your messages

Microsoft Outlook 2013 - Email. Sorting, searching and filtering emails. Sorting your messages Sorting, searching and filtering emails When handling emails it is often necessary to find a certain message or type of message from your mail. As your inbox fills up, it can become more difficult to pick

More information

How-to Guide: Creating a Mobile Website Using bmobilized

How-to Guide: Creating a Mobile Website Using bmobilized Mobile Websites How-to Guide: Creating a Mobile Website Using Content Provided by Mobile Websites Content 1. What is a mobile website? 2. Why you need a mobile website? 3. Who is? 4. How to create a mobile

More information

TheFinancialEdge. Administration Guide

TheFinancialEdge. Administration Guide TheFinancialEdge Administration Guide 110309 2009 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query

Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query Performing a Query in Access Before performing a mail merge, we need to set up a query with the necessary fields. Opening

More information

Outlook E-Mail. Step 1: Open and Configure Outlook

Outlook E-Mail. Step 1: Open and Configure Outlook Outlook E-Mail Step 1: Open and Configure Outlook 1. Click the Microsoft Button in the lower left task bar 2. Select All Programs 3. Select Microsoft Office 4. Select Microsoft Outlook 5. Follow the Start

More information

Choose the Reports Tab and then the Export/Ad hoc file button. Export Ad-hoc to Excel - 1

Choose the Reports Tab and then the Export/Ad hoc file button. Export Ad-hoc to Excel - 1 Export Ad-hoc to Excel Choose the Reports Tab and then the Export/Ad hoc file button Export Ad-hoc to Excel - 1 Choose the fields for your report 1) The demographic fields are always listed in the right

More information

How to set up Outlook Anywhere on your home system

How to set up Outlook Anywhere on your home system How to set up Outlook Anywhere on your home system The Outlook Anywhere feature for Microsoft Exchange Server 2007 allows Microsoft Office Outlook 2007 and Outlook 2003 users to connect to their Outlook

More information

VOICE MAIL TO EMAIL - MY SERVICES MANAGEMENT

VOICE MAIL TO EMAIL - MY SERVICES MANAGEMENT Included with your subscription to Voice Mail to Email VOICE MAIL MANAGEMENT INTERNET ACCESS My Services web access allows you to administer your Voice Mail account settings and to play, delete and save

More information

Mail Merge in Word. Workbook

Mail Merge in Word. Workbook Mail Merge in Word Workbook Edition 3 December 2007 Mail Merge in Word Edition 3, December, 2007 Document Number: B.2.-WB.3468 iv Preface Preface The Mail Merge feature enables you to take information

More information

Company Setup Payroll Groups Tab

Company Setup Payroll Groups Tab Reference Sheet Company Setup Payroll Groups Tab Use the Payroll Groups tab to create groups of employees that are associated with payroll functions. Specifically, you can use payroll groups to determine

More information

XCM Internet Explorer Settings

XCM Internet Explorer Settings XCM Internet Explorer Settings For best results, you must prepare your Internet Explorer (IE) browser so that interactions with the XCM site are fully trusted (XCM only supports Microsoft s Internet Explorer).

More information

Archiving Email - Outlook 2003

Archiving Email - Outlook 2003 Archiving Email - Outlook 2003 Archiving data automatically Configuring the Automatic Archiving of Items Archiving data manually Restoring Data Archiving data automatically Over time you will likely want

More information

Handout: Word 2010 Tips and Shortcuts

Handout: Word 2010 Tips and Shortcuts Word 2010: Tips and Shortcuts Table of Contents EXPORT A CUSTOMIZED QUICK ACCESS TOOLBAR... 2 IMPORT A CUSTOMIZED QUICK ACCESS TOOLBAR... 2 USE THE FORMAT PAINTER... 3 REPEAT THE LAST ACTION... 3 SHOW

More information

Mail Chimp Basics. Glossary

Mail Chimp Basics. Glossary Mail Chimp Basics Mail Chimp is a web-based application that allows you to create newsletters and send them to others via email. While there are higher-level versions of Mail Chimp, the basic application

More information

16.4.3 Lab: Data Backup and Recovery in Windows XP

16.4.3 Lab: Data Backup and Recovery in Windows XP 16.4.3 Lab: Data Backup and Recovery in Windows XP Introduction Print and complete this lab. In this lab, you will back up data. You will also perform a recovery of the data. Recommended Equipment The

More information

Bank Statement Reconciliation

Bank Statement Reconciliation Bank Statement Reconciliation Updated December 2015 Contents About Bank Reconciliation...3 Reconciling Your Account...3 Importing Users into SQL...3 Creating a Bank Account...4 Editing a Bank Account...5

More information

Intuit QuickBooks Direct Deposit Getting Started Guide

Intuit QuickBooks Direct Deposit Getting Started Guide Intuit QuickBooks Direct Deposit Getting Started Guide Thank you for signing up for Direct Deposit! Now that you've signed up, read this guide to learn how to activate and use Direct Deposit to pay your

More information

Microsoft Excel Basics

Microsoft Excel Basics COMMUNITY TECHNICAL SUPPORT Microsoft Excel Basics Introduction to Excel Click on the program icon in Launcher or the Microsoft Office Shortcut Bar. A worksheet is a grid, made up of columns, which are

More information

Time Matters for Microsoft Outlook. Technology Preview User Guide

Time Matters for Microsoft Outlook. Technology Preview User Guide Time Matters for Microsoft Outlook Technology Preview User Guide Contents Overview of Time Matters for Microsoft Outlook... 2 Requirements... 2 Install Time Matters for Microsoft Outlook... 3 Specify a

More information

Managing Contacts in Outlook

Managing Contacts in Outlook Managing Contacts in Outlook This document provides instructions for creating contacts and distribution lists in Microsoft Outlook 2007. In addition, instructions for using contacts in a Microsoft Word

More information

9 CREATING REPORTS WITH REPORT WIZARD AND REPORT DESIGNER

9 CREATING REPORTS WITH REPORT WIZARD AND REPORT DESIGNER 9 CREATING REPORTS WITH REPORT WIZARD AND REPORT DESIGNER 9.1 INTRODUCTION Till now you have learned about creating Table, Query and Form using the respective Wizard and Designer mode. Every application

More information

Direct Deposit of Payroll Cash Concentration and Disbursement Consumer Debits and Credits. About ACH

Direct Deposit of Payroll Cash Concentration and Disbursement Consumer Debits and Credits. About ACH Automated Clearing House (ACH) Payments Use ACH to make a wide variety of payment types. Each data entry screen is specifically designed for a different kind of payment. Payment types, also called applications,

More information

AppFolio Property Manager User Guide

AppFolio Property Manager User Guide AppFolio Property Manager User Guide January, 2010 AppFolio, Inc. 55 Castilian Dr. Goleta, CA 93117 805.617.2167 866.648.1536 info@appfolio.com sales@appfolio.com services@appfolio.com support@appfolio.com

More information

Knowledgebase Article

Knowledgebase Article Company web site: Support email: Support telephone: +44 20 3287-7651 +1 646 233-1163 2 EMCO Network Inventory 5 provides a built in SQL Query builder that allows you to build more comprehensive

More information

CLOUDPM CITY LEDGER USER GUIDE

CLOUDPM CITY LEDGER USER GUIDE Multi-Systems Inc. December 13, 2012 Page 1 of 11 Table of Contents City Ledger... 3 City Ledger Database... 3 Creating City Ledger Department Codes... 3 Adding City Ledger Department Codes to Accounting

More information

2. Unzip the file using a program that supports long filenames, such as WinZip. Do not use DOS.

2. Unzip the file using a program that supports long filenames, such as WinZip. Do not use DOS. Using the TestTrack ODBC Driver The read-only driver can be used to query project data using ODBC-compatible products such as Crystal Reports or Microsoft Access. You cannot enter data using the ODBC driver;

More information

1. Click the Site Actions dropdown arrow and select Show Page Editing Toolbar. 2. Click Edit Page to begin changing the page layout

1. Click the Site Actions dropdown arrow and select Show Page Editing Toolbar. 2. Click Edit Page to begin changing the page layout SharePoint Tools Create a Custom List Show Page Editing Tool Bar (If your Editing toolbar is not displaying) 1. Click the Site Actions dropdown arrow and select Show Page Editing Toolbar. 2. Click Edit

More information

Sales Person Commission

Sales Person Commission Sales Person Commission Table of Contents INTRODUCTION...1 Technical Support...1 Overview...2 GETTING STARTED...3 Adding New Salespersons...3 Commission Rates...7 Viewing a Salesperson's Invoices or Proposals...11

More information

Sample Table. Columns. Column 1 Column 2 Column 3 Row 1 Cell 1 Cell 2 Cell 3 Row 2 Cell 4 Cell 5 Cell 6 Row 3 Cell 7 Cell 8 Cell 9.

Sample Table. Columns. Column 1 Column 2 Column 3 Row 1 Cell 1 Cell 2 Cell 3 Row 2 Cell 4 Cell 5 Cell 6 Row 3 Cell 7 Cell 8 Cell 9. Working with Tables in Microsoft Word The purpose of this document is to lead you through the steps of creating, editing and deleting tables and parts of tables. This document follows a tutorial format

More information

Accounts Receivable: Importing Remittance Data

Accounts Receivable: Importing Remittance Data Updated December 2015 Contents...3 Getting Started...3 Configuring the Excel Spreadsheet...3 Importing the Data...5 2015 ECi Software Solutions, Inc. This feature lets you import check remittance information

More information

Using an Access Database

Using an Access Database A Few Terms Using an Access Database These words are used often in Access so you will want to become familiar with them before using the program and this tutorial. A database is a collection of related

More information

ACS Version 10.6 - Check Layout Design

ACS Version 10.6 - Check Layout Design ACS Version 10.6 - Check Layout Design Table Of Contents 1. Check Designer... 1 About the Check Design Feature... 1 Selecting a Check Template... 2 Adding a Check Template... 2 Modify a Check Template...

More information

Basic Pivot Tables. To begin your pivot table, choose Data, Pivot Table and Pivot Chart Report. 1 of 18

Basic Pivot Tables. To begin your pivot table, choose Data, Pivot Table and Pivot Chart Report. 1 of 18 Basic Pivot Tables Pivot tables summarize data in a quick and easy way. In your job, you could use pivot tables to summarize actual expenses by fund type by object or total amounts. Make sure you do not

More information

Microsoft Project 2007 Level 2: Working with Resources and Managing a Project

Microsoft Project 2007 Level 2: Working with Resources and Managing a Project Microsoft Project 2007 Level 2: Working with Resources and Managing a Project By Robin Peers Robin Peers, 2008 ABOUT THIS CLASS In Microsoft Project 2007 Level 1: Creating Project Tasks, the focus was

More information

ACCOUNT RECEIVABLES TABLE OF CONTENTS

ACCOUNT RECEIVABLES TABLE OF CONTENTS ACCOUNT RECEIVABLES TABLE OF CONTENTS 1. SETUP CUSTOMER...2 2. CUSTOMER LISTING...6 3. CUSTOMER INVOICE...7 4. CUSTOMER INVOICE LISTING...12 5. ENTER CREDITS / REFUNDS...14 6. CUSTOMER CREDITS LISTING...20

More information

Data Director Create a New Answer Sheet

Data Director Create a New Answer Sheet Data Director Create a New Answer Sheet DataDirector allows you to create answer sheets for assessments. Your answer sheet may contain multiple question types. Once the Answer Sheet is created and saved,

More information

Volume. Revolutionary. Online. Cool. Letters&Recall

Volume. Revolutionary. Online. Cool. Letters&Recall Volume Revolutionary. Online. Cool. Letters&Recall H E A L T H I N N O V A T I O N T E C H O N O L O G I E S, I N C EyeCodeRight v4.0 Tutorial EyeCodeRight 2717 Emerson Ave South Minneapolis, MN 877-370-6906

More information

Guidelines for Creating Reports

Guidelines for Creating Reports Guidelines for Creating Reports Contents Exercise 1: Custom Reporting - Ad hoc Reports... 1 Exercise 2: Custom Reporting - Ad Hoc Queries... 5 Exercise 3: Section Status Report.... 8 Exercise 1: Custom

More information

Setting Preferences in QuickBooks

Setting Preferences in QuickBooks Setting Preferences in QuickBooks The following preferences should be set in Quickbooks: Setting QuickBooks to Display the Lowest Sub-Account Number The Default setting in QuickBooks for displaying Account

More information

10.3.1.6 Lab - Data Backup and Recovery in Windows XP

10.3.1.6 Lab - Data Backup and Recovery in Windows XP 5.0 10.3.1.6 Lab - Data Backup and Recovery in Windows XP Introduction Print and complete this lab. In this lab, you will back up data. You will also perform a recovery of the data. Recommended Equipment

More information