DUMISOFT CHEQUE WRITER AND PDC MANAGEMENT SOFTWARE BASIC USER MANUAL

Transcription

1 DUMISOFT CHEQUE WRITER AND PDC MANAGEMENT SOFTWARE BASIC USER MANUAL 2015 REVISED EDITION VERSION SOFTWARE

2 Dumisoft CWS 2 Table of Content Objective... 2 Chapter 1: Getting Started... 3 Chapter 2: Dashboard... 4 Chapter 3: Creating, opening and modifying a cheque... 5 Chapter 4: printing a cheque... 6 Chapter 5: Simple cheque printing... 7 Chapter 6: Bulk cheque printing... 8 Chapter 7: PDC Receivable... 8 Chapter 8:Backup and Restore... 9 Final Review OBJECTIVE: DumiSoft Cheque Writer and PDC management software allows you to add, edit and print cheques. With simple form and tool you can insert the name of the person, amount in numbers, bank names and currencies. The software gives you the ability to use different fonts, colors and any cheque sizes. It eliminates any spelling mistakes, and auto conversion feature allows you to write in number and it converts it into word amount in real time. It is arranged to help you get a reminder with postdated cheques and allows you to use a simple and in bulk method of cheque printing and many more features.

3 Dumisoft CWS 3 Chapter 1: Getting started If you haven t installed your new software, begin by reading some information on installation and other preliminaries. Before you begin working with your software, take a few moments to read an overview of Dumisoft Help and of the many resources available to users. You have access to instructional videos and tutorials on our site. Download and Install the software 1. Visit and fill the form and press submit and download. 2. You will get an to the address you provided in the form. Open the message and use the download link to initiate Dumisoft CWS download. 3. Open the zip file then right click and run as administrator. 4. Open the installed software and use the admin for username and password inputs. 5. Once the software loads you will get to continue as a trial ( it will expire after 10 cheque prints ) or register here ( life time activation and unlimited cheque prints ). Software Installation Requirements Download links 1.AccessDatabaseEngine 2.Microsoft.net 3.WindowsInstaller If your PC does not have the requirement software, kindly download from the links provided.

4 Dumisoft CWS 4 Chapter 2: Dashboard The Dumisoft CWS dashboard is arranged to help you focus on creating and editing cheques. The dashboard includes menus on the top and Tool panel for quick access to variety of cheques for creating, viewing, editing, and adding information to your cheques on the center of the board. Dashboard basics Dashboard overview You create and manipulate your cheques using various elements such as buttons, fields, and windows. Any arrangement o cross the top organizes commands under menus. The Tools panel contains tools for quick creating and editing cheques, bank names, Cheque formats, managing receivable cheques and so on. * Related tools are grouped together. Using any of the above two will forward you to a pallet form which help you monitor and modify your work. Certain panels are displayed by default, but you can use any extra panel by selecting any button from the form. Top Main Menu Quick tool panel for making a cheque Quick tool panel for keeping a reconrd of received cheques

5 Dumisoft CWS 5 Chapter 3: Creating, opening and modifying a cheque Create a new cheque 1. From the top menu choose Settings > Bank Master. 2. In the new form choose Add and fill up the bank name in drop down box or (optional), you can choose from the pre-defined bank names. 3. Enter the correct account number, account type, currency and sub currency then submit to alter the changes. 4. Close the dialog box and from the dash board top menu choose PDC Payable > Transaction. 5. In the new form choose Add and fill up the Issue to ( name of the company or person which you want to issue to ) in drop down box. 6. Submit and alter the changes. 7. You can open from the grid list and modify ( edit ) any cheque you have created before.

6 Dumisoft CWS 6 Chapter 4: Printing a cheque Arrange print cheque format After you enter the element in the field next you print your cheque. Since different banks provide variety of cheque sizes you will need to define the size to match perfectly with your cheque on hand. 1. While in PDC Issue Transaction window choose Print Cheque then a new window will open with your information displayed in white background. 2. In the lower right side choose click Here to Edit Design. 3. You have two options to arrange the exact size and coordinates. a) Scanning and importing your cheque image to use as a comparison or b) Measuring it with a ruler and applying same measurement in the work area of the software by drag ging and moving fields in the white board. 4. Once your finish arranging you can preview, print, save and choose a defined printer. 5. Save and exit, this format is saved for next use of cheque with the same bank cheque size.

7 Dumisoft CWS 7 Chapter 5: Simple Cheque Printing You can order a simple cheque print from a top menu or the dashboard. Note: To use this feature you must fill all the elements and adjust the size of the cheque using the previous chapter. When you need to send to a specific person on frequent times then this is a good feature that saves you time. 1. PDC payable > Simple Cheque Issue. 2. Fill up Bank Name, Account No and Cheque No. 3. Insert recipient s name and amount in number. 4. Proceed to print. * In order to include currency you need to go to Bank Master > double click the desired bank > Modify > and check the Print currency in Cheque box.

8 Dumisoft CWS 8 Chapter 6: Bulk Cheque Printing This option lets you print bulk of cheques to one person daily or monthly with a desired amount. You will get the total sum of the amount you want to issue. Create a bulk cheque 1. Choose PDC Payable > Bulk Cheque 2. Press New Batch and fill the fields. 3. Choose Generate. 4. Save You can now print your cheque according your scheduled event. Chapter 7: PDC Receivable You can set a receivable for any cheque you receive from your client and manage them in a simple defined form. Create a PDC Receivable. 1. Choose PDC Receivable > Transaction 2. Press Add New and fill the fields. 3. Choose Submit.

9 Dumisoft CWS 9 Chapter 8: Backup and Restore If you set a format for multiple cheque books for various clients you will need to back up your record for security as well as future use. It is easy to back up and restore your files. Start backing up 1. Chose File > Backup 2. Select a specific destination folder to save your file. Start restoring your file. 1. Access your backup source folder. 2. Select and Restore.

10 Dumisoft CWS 10 Final Review DumiSoft cws is one of our featured and on demand developed software. And we are proud of it since many of our clients are using it on their business carryout. Dumisoft CWS is a windows based, user friendly Cheque Printing software that helps you to organize, print and track your cheques very easily. Dumisoft cws not only saves time for writing & managing individual cheques but also eliminates spelling mistakes, differences in amount in figure and amount in words, etc Overall it is cost & time effective business solution for cheque printing. Dumisoft Cheque writer and PDC management software 1. Fast start up software 2. Built in Bank templates 3. User defined cheques 4. Fonts and color option 5. Easily generated cheques 6. Supports multiple currencies 7. International bank cheque 8. Print many cheques at a time 9. Fast print for frequently used defined clients 10. Auto-conversion from number to word 11. Spelling error underlining 12. Backup and Restore 13. Postdated alert and reminder 14. Account payee 15. Advanced search options 16. Minimum system requirement 17. Team support available for any assistance 18. Life time activation key 19. Easy to use 20. Import and export to any file format Contact Duminex General Trading L.L.C. Office No. 704-A,7th Floor, Gargash Center, Baniyas St. Tel: Toll Free: Fax: P.O.BOX: Dubai, United Arab Emirates. info@dumisoft.com

11 2015