Troubleshooting

Symptom Cause Solution

Reports do not open

Microsoft Excel 2007, Microsoft Excel 2010 or a compatible *.xlsx viewer is not installed on your system Install a compatible *.xlsx viewer or editor.
Microsoft has a free Excel Viewer which can be downloaded from their website

Reports open but are not readable

Microsoft Excel 2007, Microsoft Excel 2010 or a compatible *.xlsx viewer is not installed on your system

Install a compatible *.xlsx viewer or editor.
Microsoft has a free Excel Viewer which can be downloaded from their website
Documents (i.e. Quotations, Invoices, Payments) do not open

Adobe Acrobat, Adobe Acrobat Reader or a compatible *.pdf reader is not installed on your system

Install a compatible *.pdf reader or editor.
Adobe Acrobat Reader is free and can be downloaded from their website
Emails are not sent

There is no email client installed on your system or Windows does not recognise your email client as the default client

Install an email client (i.e. Outlook Express, Outlook, Thunderbird or Lotus Notes) or, set your email client as the default client in the Internet Options form accessible through your Control Panel and Internet Explorer.
You can also simply use the Advance Email option built into the "Quotations and Invoices" Preferences menu
Cannot change currency

There is no built-in function to change the Currency, Date and Number formats

Currency, Date and Number formats can be altered via your Regional settings on your Windows Control Panel.
Quote and Invoice screen is blank

There are no active quotes or invoices

Select "All Records" from the "Filter" drop down box
Blank page added to each document

When documents are generated, the page margins are dictated by your default printer settings. These page margins can trigger an additional unwanted page

Select a different default printer or change the margins specified in the "Quotations and Invoices" Preferences menu on the "Documents" tab
Cannot see any text on documents

The document Heading, Label and Data colours have been set to white or the same colour as your background image

Change the Heading, Label and Data colours specified in the Preferences menu on the "Documents" tab
All generated documents have been deleted

You have selected to automatically empty the Working Directory

Un-tick the "Automatically Empty Working Directory" box in the Preferences menu on the "General" tab
All screens are black except the Main Menu and I can not see any headings

You have set the Header on Body colour to black

Change the Header, and Body colours specified in the Preferences menu on the "User Interface" tab
Quality of logo and/or background in emails is low

Images are automatically optimised to reduce the size of emailed documents

Manually attach to your email the document from your Working Directory or use the Advance Email option in the Preferences menu as document size will not be optimised using this option