How do I Use the On-Line Documentation and Help Features of the System?

Reviewing the available Documentation and Help features.

Written By Gerry Mckeown ()

Updated at May 22nd, 2018

1.   Introduction:   

Accompanying the system is a comprehensive set of On-Line/In-Line Documentation and Help facilities which you can invoke, without interruption, during your continued operation of the system.  These are in addition to the series of “How To…..” guides and articles. Getting to know how to employ these features can greatly help you with the productive operation and maintenance of the system as well as helping to maintain a “paperless” office.

2.   Getting Started Scripts: 

Every time you launch a program from the Menu Set you will be presented with a “Getting Started” script.   Take for example this Price Bulk Update program;

When you click on the Menu Item, you are automatically presented with an overview of the function and purpose of the program and an outline of the actions which need to be carried out within it;

When you are sufficiently knowledgeable as to what the program does, you can turn off the automatic invocation of the “Getting Started” script by ticking the Check Box at the bottom of the window. After that, you can recall it anytime by clicking on the “Getting Started” area at the top of the window. 

3.   On-Line Help Text:

All of the programs in the system have On-Line Help Text associated with them which describe in more detail how to use the program and the contents of each field or entry.   Here’s an example from the General Ledger;

Click on the “Help” Icon as highlighted above to instigate the opening of a relevant overlay window.

4.   Field Level Help:

Everywhere you see a Blue Button with a Question Mark at its centre means that there is contextual help available against that particular field.  Click on the Blue Button to read.  Click again to make it disappear;

5.   How To ... Guides:

How To” Guides, on the other hand, tend to cover particular and extended topic areas which may require operation of several system programs or routines in a particular sequence.  For example, setting up Budget Holders as Purchasing Approvers or preparing a Supplier's (Vendor's) Payment run.  Also, Bank Reconciliation, BI Code Analysis and such like.  You can read these guides online – but you can also print the Article as a PDF by right-clicking in the body of the Article - as some of the Articles can be quite lengthy and involve you engaging with several successive procedures in order to effect the desired outcome. 

The complete list of "Help & How To Categories" Articles can be seen here.  Just Click on a Topic to see the relevant Articles under each;

You can also find relevant Articles by entering a Keyword or Phrase here;

6.   System Updates:

The entire system is constantly being updated with regular, but operationally non-interfering upgrades (i.e. no downtime unless exceptional circumstances dictate, which is very rare).  These comprise bug fixes, the constant introduction of new functionality and keeping up with the latest cloud, browser, mobile, and database technology.  There is only ever one version of the software with all clients accessing the same edition (albeit with differing levels of pay for functionality) at all times.  These upgrades and updates are included as part of your monthly licence fee and there is no additional cost attached. So, it’s important that you are aware of, and can avail of these updates and upgrades.  At the time of upgrade you will be updated as regards to the content – but, in any case, you can find a history of these updates here (Alerts !)

Click on the symbol (View) highlighted on the right-hand side of the screen;

7.   The Knowledge Catalog:

Another area of Support and Help is the “Knowledge Catalog” which is where you can benefit from the experiences of other Users of the system worldwide.  You can access the “Knowledge Catalog” in the Support System (see “How does the Support System Work? for details) to see if your query or suggestion has been dealt with and previously answered;


Here is a typical example of a previously answered query;