Hints for Operating Power-Gx

· Hovering the cursor over an icon will display a popup hint referred to as a "tool tip". This is usually the name or function of the icon.

· In certain screens, hovering the cursor over part of the screen will display a popup instruction line advising you what action to take in that part of the screen.

· You can click the red

in top right corner to close a window, or the

icon instead of the

button .

· You should always

changes you make. The

button is used to abandon changes. Refer to the General Buttons and Icons subchapter for a full list of the standard command buttons.

· You are often asked to confirm that you want to run a command. For example if you choose to Delete a record or Close a window, you will be presented with a popup window asking if you are sure you want to continue with the action, allowing time to cancel if you change your mind.

· You can use keyboard shortcuts instead of clicking on-screen icons and buttons, e.g. Ctrl + C to copy highlighted text, F1 to open Power-Gx Help, Alt + Down Arrow to display options in drop-down menus etc. The following website provides a list of standard Windows keyboard shortcuts, some of which can be used in Power-Gx: http://support.microsoft.com/kb/301583 Click here to view the standard keyboard layout if you are unsure where these keys are.

· You can hold down the Alt key and type the underlined letter on toolbar options, menu options or command button to select on option instead of clicking it with the mouse. E.g. in the image below, Alt + S to open the Contacts tab, Alt + B for the balances tab etc.

· In general, data fields that have a yellow background display information which is set in another part of the system and cannot be updated on this screen. Areas of the screen with a white background indicate that you can update this field. The example below highlights the three fields can be updated in this screen.

· If you have to select items from a list, e.g. customer accounts to include in a report, holding down the Control key and clicking the required items with the mouse allows you to select several accounts at once. This way you only have to press the Add button once, instead of after each item you select. If you hold the Shift key down, and select two options from the list, it will select all the records between the first and last ones you click.

· The F6 function key will copy the data from the cell above when you are in a data entry screen such as entering supplier invoices and posting nominal journals. This save you time keying in information such as the account code or posting date if it is the same as the row above. Click here to view the standard keyboard layout if you are unsure where the F6 function key is.

· Where information is displayed in a spreadsheet like grid, you can click a column heading to re-order the data alphabetically/chronologically by that column. Clicking the column heading a second time will reverse the sort on that column into reverse alphabet or chronological order.

· If you press the down cursor arrow anywhere on the last data entry line in a a sales order or purchase order, the cursor is automatically taken to the the first cell of the next free line.

· You can copy and paste the period end checklist help topic into Microsoft Word and edit the table to create your own checklist, specific to the reports and routines you run at month end.

If you would like to share any tips you have for operating Power-Gx, please email them to support@calidore.com