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 776 4390
Tel (from overseas): +44 161 776 4390
See
also the Users Page which can be accessed
directly from the CabVista program.
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