NOTE: You may click on any tab on the image below to get further information about that tab.
In the following discussion, True is equivalent to an option box being checked, False is equivalent to the option box not being checked. The General tab options are: Trace:checked means produce a trace file and allow future Undo capability (this option incurs extra processing and disk space overhead) Default: False Validity check: checked indicates perform internal validity checking of data (this option incurs extra processing overhead and is not recommended unless requested by Compugene Software) Default: False Allow column switching: if checked, this indicates that columns on the Accounts Receivable window can be interchanged by clicking on the column heading of the first column you want to switch and then clicking on the second column that you want to switch to the first column’s position. Default: True Backups: enables you to set the Auto-backup options. You can choose one of three modes (Ignore, Warn, or Auto-backup) to control whether the system will warn you to create, or will automatically create, a backup of your database based on a specified interval (choose from: database use count, number of days, number of weeks, number of minutes, or number of hours); and you also specify the name of the folder to contain any backups created. See Backup/Restore for further details. Defaults: mode: Ignore; interval: 14 uses; backup folder: C:\backups User date: enables you to set a date that the system will use as if it were the current date. For example, you can set the date as several months before the current date if you need to run a good-standing tally based on that date's data and didn't get a chance to run it at the date required. Can also be used to test features of the system for any past or future date without requiring you to reset your computer's date setting. Default: today’s date based on your PC’s date setting Date format: enables you to choose a date format that will cause dates to display in the manner desired. For example, the default format is mm/dd/yy, (where mm is month, dd is date, and yy is year) which is most commonly used in the United States. However, European date formats can differ, such as yy.mm.dd. Once you set the format, it will remain in effect until it is changed by you. The date format applies to input dates as well, so that you must enter dates in any text box that asks for a date in the format you have chosen. If you code yyyy rather than yy, then years will display as 4 digits rather than 2; if you code m instead of mm, then leading zeroes will not display on single-digit months and similarly you can code d instead of dd for dates. Default: mm/dd/yy Member Types: This button opens the Member Types window where you define up to 9 different member types and the various dues, chevra, and building fund each member type is responsible for. In addition, from the Member Types window, you can create up to 12 pro-rated dues periods for each member type, to allow members that join later in your fiscal year to pay lower than the full amounts normally charged. You also define your pay (billing) periods for each member type and the amount due at the end of each pay (billing) period. Note: Member types should be entered once, at the beginning of your use of the system, and should not be changed! Dues and other amounts may be changed at any time. Bkup: Clicking this button will cause a backup of Member Types, dues settings, prorated data, and billing periods to be saved to a file with a suffix of “.bkp”. It is recommended that before you make any changes to prorated data, dues amounts, or billing periods, you take a backup of the current data and keep the backup (.bkp) file until you are sure that your changes are to remain in effect. If for some reason you want to go back to the original data, click the Restore button and choose the .bkp file that you wish to restore from. Restore: Clicking this button will allow you to restore past prorated data, dues data, and billing period data that you have saved to a “.bkp” file with the Bkup button, above.
