Adding Multiple Users

 

Importance of names.

 

If you add user names and log in as these names, each separate person will have a different set of entries on the transaction screens for receipts and payments. This allows different users to process their own transactions as required. If you want everyone involved to see the same transactions, you must all log on using the same name or do not set up user names at all.

 

 

Adding Users

 

From the top left of the screen select  FILE -  SECURITY

 

Select ADD USER

 

Enter a new user name

 

Enter password then re-enter password as a check

 

Click on SAVE

 

 

 

Add any other users and passwords required.

 

 

Changing Passwords

 

To change your password use FILE – SECURITY and select the Change Password option.

 

Removing User Names

 

To remove user names use FILE – SECURITY and select the Change Password option.

 

Don’t use a Password

 

To stop the system from using passwords previously set up, you need to first log in with a password and then use FILE – SECURITY – Don’t ask for password

 

 

 

 

Using Multiple Users in Transaction Entry - Receipts

 

 

BANK IT and SEND IT

 

If you have multiple users on the system, each entering receipts that then go onto one big paying in slip, you can choose to SEND the entries you have made to another username for collective checking / banking.

 

To do so, enter transactions as usual in Receipts, but then tick the box that swaps between Bank It and Send it in the bottom right hand corner. Click on SEND IT and choose the other user to send the transactions to from the selecting list that appears. Your receipts screen will clear, and the other user will now have your receipts added to their list.