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1. Getting Started - Quick Reference Guide
The following table provides quick access links and short videos for new productions setting up a database. Each topic provides a reference to another article to help with the setup process of a new database.
Topic | Notes | Guide | Video |
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Installation | PC | https://tphglobal.atlassian.net/wiki/spaces/TPHCS/pages/1682800664 | |
Installation | MAC | https://tphglobal.atlassian.net/wiki/spaces/TPHCS/pages/1682800664 | |
User Entry Defaults | Setting your data entry defaults can speed up entering transaction in eclipse. These defaults will allow you to set default field sections and control tabbing order when entering transaction Data entry defaults are unique to each user and is prompted on the first time of entering a transaction. | https://tphglobal.atlassian.net/wiki/spaces/TPHCS/pages/1685291009 | |
System Defaults | These defaults apply globally to the database and can be changed post the original setup if required. It is extremely important that these default settings are reviewed on the creation of the database. |
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Setup your email | Required so that any email sent from eclipse will use this email address. |
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Setup your printer | Allows the user to setup a physical printer connection or print straight to PDF. |
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Record Search | Text box search or query search |
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Adding a new eclipse user to your database | Please fill out the form, which will be automatically sent to TPH for action |
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Backup of your database | Complete a backup of your database for a particular day, month or period |
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EFT file creation | Setup the banking details and the file download path for individual users or production |
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Tax chart code and flags | Setup tax chart code and flag. Specify the percentage rate for each tax code |
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Free Fields | Setup flags for transaction to group for when completing cost and account reports. Eg; Assets |
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Insurance Fields | Setup flags for transaction to group for when completing cost and account reports. Eg; Qape, Non Qape |
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Periods | It is very important that you set up your periods and understand the period close process. | Period Close - Customer Support - Confluence (atlassian.net) |
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