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

Topic	Notes	Guide	Video
Installation	PC	Installing Eclipse Software and Login	Installing Software - PC - YouTube
Installation	MAC	Installing Eclipse Software and Login	Installing Software - MAC - YouTube
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.	User Entry Defaults	User Entry Defaults - YouTube
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.	Eclipse - System Defaults
Setup your email	Required so that any email sent from eclipse will use this email address.	Setting up your Email inside Eclipse
Setup your printer	Allows the user to setup a physical printer connection or print straight to PDF.	Setting up a Printer in Eclipse
Record Search	Text box search or query search	Record Search
Adding a new eclipse user to your database	Please fill out the form, which will be automatically sent to TPH for action	Adding New Eclipse Users to your Database
Backup of your database	Complete a backup of your database for a particular day, month or period	Creating a Backup of your Database
EFT file creation	Setup the banking details and the file download path for individual users or production	Creating an EFT (Electronic Fund Transfer) File
Tax chart code and flags	Setup tax chart code and flag. Specify the percentage rate for each tax code	Indirect Tax Codes
Free Fields	Setup flags for transaction to group for when completing cost and account reports. Eg; Assets	Free Fields
Insurance Fields	Setup flags for transaction to group for when completing cost and account reports. Eg; Qape, Non Qape	Insurance Codes
Periods	It is very important that you set up your periods and understand the period close process.	Period Close - Customer Support - Confluence (atlassian.net)