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 |