Hints &
Tips
If you are
an existing CabVista user, you may find the followings
hints and tips useful. Many more appear in
section H5 of the
CabVista
Manual.
♦ Exporting from CabVista
into Sage Accounts or QuickBooks (No. 1)
Question:
I
currently use Sage or QuickBooks
accounting software for my company accounts.
Can I export my invoices from CabVista into
Sage or QuickBooks, so I can apply
payments from my account customers,
and provide a set of accounts for my
accountant ?
Answer:
Yes - learn how by clicking here:
Exporting to Sage or QB
♦ Exporting from CabVista into
Sage Accounts or QuickBooks (No.
2)
Question:
I have
created my invoices in CabVista and exported them to
a USB memory-stick, ready for Sage (or
QuickBooks). But now I have lost
the memory-stick (or it is damaged). How
can I get another copy of the export file
?
Answer:
Go into the folder "C:\CabVista\Info\Acct" (ie: go to C-Drive,
then go into the folder 'CabVista', then go into the folder
'Info', then go into the folder 'Acct') and you will find
another copy of the export file called "Sage-Inv.CSV" (for
Sage) or "QB-Inv.IIF" (for QuickBooks). Just copy
this to a new memory-stick.
♦ End-of-year backup of last year’s
jobs
Question:
It is my
end-of-year and I wish to backup all my jobs from
last year.
Answer:
To save your records up to
the end of year, you should follow these steps:
1) Exit out of
CabVista
2) In Windows, go into the
folder "C:\CabVista\Info\Hist"
(ie: go to C-Drive, then go into the folder 'CabVista',
then go into the folder 'Info', then go into the folder
'Hist').
3) Then go into the year
you want to save. For example, double-click on
"2008".
4) You will see a set of
files, one for each day you have made bookings. For
example:
JF_01_01.Dat = the bookings for the
1st Jan
JF_07_16.Dat = the bookings for the
16th July
JF_12_31.Dat = the bookings for the
31st Dec
5) Simply copy all the
days you want to save, into another folder (or onto a
memory-stick, or save them on a CD-Rom).
6) If you want to delete
these jobs, and are sure you have a safe backed-up copy of
them, then you could delete any of the days that you no
longer want in CabVista.
7) You can now re-start
CabVista.
♦
Setting-up Multi-user version on a Network
Question:
I have
the multi-user version of CabVista -- how do I set it
up on my network ?
Answer:
The steps required are described in sections A4 and H6
of the Manual, and in the network document, which you
can see by clicking here:
Setting-up a network
♦
Telephone
Caller-ID
Question:
I have
bought a Caller-ID 'Black-Box' from you ... how do I
set-up my Caller-ID feature ?
Answer:
Important: Before
starting, ask your
telephone supplier to enable "Caller ID" on your telephone
line (if you haven’t already). They will usually make
a small charge per month for this.
Then follow the
instructions, by clicking here:
CallerID-PDF
Do you
have a different question ?
To
email a question to us:
support@cabvista.com
To speak to
us:
Tel (from UK): 0161 865 2377
Tel (from overseas): +44 161 865 2377
See also the Users
Page which can be accessed
directly from the CabVista program.
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