Visual Feedback

1 minute read time.

Hello Everyone!

I had an interesting chat with a new user the other day which motivated me to write a blog on the Visual Feedback topic.  I felt inspired after answering the “…but how do I know for sure?” questions for this user who wanted confirmation that the entries they were posting were not just vanishing into oblivion.

Seasoned Simply Accounting users will use reports to confirm entries, obtain information and to recall postings for adjustment.  There is no denying that using reports (custom or basic) is the best way to get information back out of the software and it’s something that new users also learn quickly.  But what if you want that confirmation at a glance?  There were two new Visual Feedback features introduced in the 2008 release of Simply Accounting 2008. 

Paid Stamp – Essentially the Paid Stamp serves no other function than to provide an immediate reference point that a Customer / Vendor invoice has been paid when you recall the transaction within the sales or purchases journal.  (The word PAID displays near the invoice total in the purchase journal in a Stencil style large font.) 

To use this feature go to Setup, User Preferences, View and place a check mark to Show Paid stamp on fully paid sales / purchase invoices during lookup.  NOTE:  The Paid Stamp will not print on forms.

Transaction Confirmation – The Transaction Confirmation feature will present a pop-up window whenever an entry is posted.  The pop-up window displays the journal entry number of the transaction (or in the case of orders and quotes the window informs you that the transaction was recorded successfully since a journal entry is not made.)

To enable this feature go to Setup, User Preferences, Transaction Confirmation and place a check mark in the box to Tell me when a transaction is processed or recorded successfully.

If you have any ideas for new features or feedback regarding the two I mentioned here feel free to submit your feedback in the Your Voice area of this page.

 

  • I really need your help here. My present computer is an XP machine with Simply Basic 2007 & 2008 installed. I can easily upgrade my clients from 07 to 08 on this machine. I purchased a new machine with Vista Home Premium instaklled and then installed 2007 & 2008 Basic on it. When I do a backup of Simply 2008 on the XP machine then take the B/U to the Vista machione to restore it it almost goes all the way then says "Cannot find the file". I tried to us CD,s and USB drives but nothinfg works. Can you help me find a solution here? Thank you