User Guide - EZPZ Software
Contents
1. Home Inventory User Guide 24 EZPZ Software Limited 2014 User access and security The software allows you to create and maintain a list of users that have access to your data Each user has a User ID a user name and a password which they use to log onto the system You can control which parts of the system a user has access to by setting up access rights for the user The User List User records are managed via the User List The User List is displayed by selecting the option on the Settings menu User List User records are used to restrict access to your data by other users and to record who did what on the system UserID Username Richard Branson Prince Harry Tom Jones Adding a User To add a new user to the system open the User List and click on the New button to create a new record Enter a User ID for the new user This can be up to 10 characters long and can be any mixture of letters and numbers The User ID must be entered by the user along with his password when logging on to the system UserID TOM Username Tom Enter the User name and a suitable Password The password can be up to 10 characters long and can be any mixture of letters and numbers Passwords are case sensitive Blank passwords are allowed Password maximum 10 characters case sensitive Confirm password Access Rights Click on the Save button to save the record Home Inventory User Guide2. Mandatory Inventory window Mae The Make of the item Optional Moal The Model of the item Optional The serial number of the item if applicable for l ur Optional identification Quantity The number of individual units that constitute this item l Mandatory Quantity must be 1 or more Category The category an item belongs to Categories can be used to Stonst analyse or group the items in the inventory p Home Inventory User Guide 7 EZPZ Software Limited 2014 The room an item is located in Tip to cater for items that are physically located outside of Mandatory the building create rooms with names such as Garden Driveway and Street Notes about the item Optional Purchase details tab This tab contains information about the purchase of the item The date the item was purchased Optional Cost each The price paid for unit For example if the Quantity for this item was 3 and the cost each was 10 00 then the total Optional price paid would have been 30 00 From Where the item was purchased from Paid by How you paid for the item Receipt No The identification number from the receipt if applicable l Optional for reference Valuation Insurance tab This tab contains information about the current value of the item The details on this tab should be completed if you want the item to show a different value to the price paid for it Date valued The date the valuation was made Optional Value ea
3. EZPZ Software Limited 2014 In the dialogue window that appears edit the room name as required The new name must be different from the other rooms in the household Click OK to save the change Deleting a room Click on the room in the Rooms list to select it then click on the Delete button on the Rooms tool Strip If the selected room contains items you will be asked to select the room that you want to move those items into Choose a room from the list then click OK to move the items to their new room and to permanently remove the room you selected from the list Inventory item record The items in your inventory are represented by records in a database table we refer to each of these records as an inventory item record The Inventory item window is used for adding and editing inventory item records This window appears when you click on the Add item button on the Inventory tab of the main toolbar to add a new item to the inventory or when you double click on an existing item in the inventory or click the Edit item button to edit it The details in the Inventory item window are spread over multiple tabs Click on a tab to bring it to the front When adding an item to the inventory the software gives it a unique Item Code to distinguish it from the other items in the inventory Details tab This tab contains the principal information about the inventory item The name of the item as displayed in the list on the
4. For example if we were creating a backup on 5th April 2013 the suggested filename SMITH20130405 zip would appear Enter the filename stem and select the add date option as required Preferences tab The units for weight dimensions and currency used throughout the system Click on Save to save any changes you have made Home Inventory User Guide 12 EZPZ Software Limited 2014 My Settings The My Settings window lets you set local settings for the computer you are working on This option is available from the Settings menu Variables tab Computer ID Used to identify the workstation when the software is used on a LAN local area network Date format Determines how dates are displayed on screen and in reports The default setting is BRITISH or DD MM YYYY format Screen Layout tab Screen font The font and font size used for displaying data and on controls such as buttons can be changed as required Care should be taken not to select a font size that is too large as it may make some controls unreadable or even unusable We recommend a font size no greater than 14 points depending on the font used The default font is Arial 10 point Grid lines on screens A grid is similar in appearance to a spreadsheet It has rows and columns that are separated by grid lines This setting dictates which grid lines if any are displayed in the grids used in the software Start up tab Check for reminders Where this optio
5. 25 EZPZ Software Limited 2014 Once you have saved the record you can enter access rights for the new user Access Rights You can control which parts of the system a user has access to by setting up access rights for the user Click on the Access Rights button on the user record screen to edit access rights for the user The Access Rights screen has 2 a a a ee tabs Modules and Module Module Items Items The Modules tab is used to control Module ooo Access access to all the items in a single as Ful ie module Automated entries Full To block a user s access to all Categories Fu o items in a module select None Contact Full from the dropdown in the Access bias Fan i column Pending bills Presets To enable a user s access to all Reminder items in a module select Full from the dropdown in the Access Copy from column Note the Partial option in the dropdown cannot be selected It is only used to indicate that a user has partial access to the module The Module Items tab is used to amp Access Rights forUser TOM control access to the individual items within a module Modules Module Items Module Accounts When a module is selected from 2 the dropdown at the top of the Item ee Re i page the items in that module are Record Full displayed in the grid Transaction entry MAA E Reconcl em ed You can control a user s access to a i i sa s
6. Limited 2014 Report Manager Report Manager provides control over the reports used by the system to output results Using Report Manager you can customise the reports provided with the software The Report Manager screen is opened by selecting the Report Manager option on the Utilities menu Each report has an Object type and this controls which reports list the report will appear on For example when you select the Reports option for Contacts only those reports whose object type is Contact will be listed in the reports list window Each report in the system is represented by a report record and each record has a report file associated with it The report file is the file that controls how the report will appear when it is printed The name of the report file is shown in the Filename column The Location column shows where the report file is located if the report file is a customised one Initially report files are embedded in the software and these files will have a blank entry in the Location column When you customise a report file a copy of the file is saved into the MY REPORTS folder where it can be edited and this copy is selected for use when running the report The MY REPORTS folder is a shorthand name for an actual folder on your computer whose location can be changed as you desire see My Reports folder Editing an existing report file You can customise one of the default report files supplied with the software t
7. Note Deleting a link to a picture file will not delete the actual picture file itself Home Inventory User Guide 15 EZPZ Software Limited 2014 Contacts You can record details of your contacts using Contact records Contact records are not involved in any of the accounting functions of the software they are provided purely for personal information management Examples of contacts are banks plumbers and solicitors although you are not limited to recording details of just these types of contacts A list of contact records currently held on file can be displayed by selecting the Contacts tab on the main toolbar Adding a new contact Click on the Add contact button or right click on the Contacts list and select Add contact from the shortcut menu to start the New contact wizard Add contact Enter the contact details as required oF Wew contact The Display as text is how the contact Name details will appear in the Contacts list You can change this by using the dropdown or Name Hopson Title Mr by typing text into the field First name s John Initials J Select the Contact type to categorise Dear John this contact E Hopson John m You can store up to 4 telephone numbers on the Contact details page Contact type Electrician Bd Click on the Finish button and confirm that you want to save the new record lt Back Next gt I Finish Cancel Deleting a contact Highlight the entry y
8. click on the Delete button You will be asked to confirm that you wish to delete the report record and the associated report file My Reports folder The My Reports folder is the location where customised report files are stored Home Inventory User Guide 30 EZPZ Software Limited 2014 The system stores the location to this folder in a variable referred to as the MY REPORTS shorthand folder When you customise a report a copy of the report file is placed in the folder stored in MY REPORTS and the location of the report is changed to MY REPORTS When running a customised report or editing a report file the path stored in the MY REPORTS variable is substituted by the program to get the full path to the file The location of MY REPORTS can be changed by the user This is best done before any reports are customised however it can be done later as long as you remember to copy the actual report files to the new location using Windows Explorer To change the location of MY REPORTS open Report Manager using the option on the Utilities menu ioa Click on the Configure button This will open the Configure reports window Click on the Select path button and select the folder you want to use for MY REPORTS You must select a folder with suitable Windows User Account privileges to enable you to edit the files it contains Click on Save to save the new path Home Inventory User Guide 31 EZPZ Software Limited 20
9. document link record will be created and the list on the Documents tab updated Viewing a linked file Highlight the file you want to view in the list and click on the View button or double click on the item in the list The file will be opened using whatever software is currently registered on your computer to open files of that type Deleting a link to a file Highlight the file link you want to delete in the list and click on the Delete button The document link record will be removed The file that the document link record referred to will not be affected Click on Save to save the new inventory item or to save any changes you have made to an existing item Home Inventory User Guide 9 EZPZ Software Limited 2014 Categories Categories are used in inventory items as a means of grouping and sorting items The software comes with a list of predefined categories for you to use and you can create your own The Categories list is displayed by clicking the Categories button on the Inventory tab of the main toolbar Adding a Category Click on the New button to create a new category record Enter a description for the new category in the Category field Click on Save to save the new record Editing an existing Category Highlight the category in the Categories list and then click on the Edit button Alternatively double click on the entry in the Categories list Linked to tab The Linked to tab shows a list of
10. hand side of the Inventory window in an area called the Rooms list Clicking on any of the rooms in the Rooms List will display a list of only those inventory items that are in the room you selected Adding an item to the inventory Select the room that the new item is being added to from the Rooms list an item cannot be added if the Summary page is being displayed Click on the Add item button on the Inventory tab of the main toolbar or right click on the Inventory list and select the Add item option from the menu The Inventory item window will open with a new record for the currently selected room ready for completion For details see Inventory item record Editing an item in the inventory Select the room that the item is currently in from the Rooms list Locate the item in the inventory list and double click on it or right click on it and select the Edit item option from the menu The Inventory item window will open with the record displayed for editing For details see Inventory item record Deleting an item from the inventory Select the room that the item is currently in from the Rooms list Locate the item in the inventory list and click once on it to select it then click the Delete item button on the Inventory tab of the main toolbar Alternatively right click on the item in the inventory list and select the Delete item option from the menu Confirm that you wish to delete the item and it will be per
11. on the caption Usina to edit it a x Change the display order hove Through the Remove the link to this picture pictures for this Add a picture object Number of pictures for thisobject Adding a picture Click on the Add picture button to add a picture The Add Picture window will open File CAUSERS PUBLICIEZP2 SOFTWAREWHOME INI Caption Dining room chair Home Inventory User Guide 14 EZPZ Software Limited 2014 m Click on the Pick file button to select the picture you want to add You can enter an optional Caption for the picture to help you identify what the picture is of Click on OK to add the picture Sorting pictures When printing a report that contains a single picture and there are multiple pictures stored for the object the first picture in the display order will be printed If the report supports multiple pictures the pictures are printed in order of their display order To change the order in which pictures are printed click on the Set picture order button In the screen that appears you can change the order of the items in the list using the grey buttons at the left hand side Click and hold down your left mouse button whilst the mouse pointer is over a button then drag the button up or down Once you have finished ordering the list click on Save to save the new order Removing a picture To remove the link to the currently displayed picture click on the Remove picture button
12. reminders the remaining reminders in the chain will no longer point to a root reminder record and will act as independent reminders Keeping reminders after acting on them You may want to keep a reminder after you have acted on it as a record that a task has been carried out This can be achieved by changing the status of the reminder from pending to completed Reminders whose status is completed will not be removed by the system and you will not be notified of them Disabling reminders If you want the system to stop notifying you of due reminders at start up un tick the option on the My Settings screen Reminder defaults 5 ra he The Reminder defaults window is accessed by clicking the Reminder defaults button on the Reminders tab In the window that appears change the values as required and click Save to save the new values The new values will be applied next time you start the program Number of days to keep pending reminders Pending reminder records are retained by the system for a set number of days after their due date Reminders that are older than this number of days and whose status is pending will be deleted at Start up Number of days worth of repeat reminders to create When a repeating reminder is created further reminders are created based on the frequency of the root reminder Reminders are created until the date is reached that is calculated from today s date plus this number of days
13. restoring from a backup file will overwrite your current data Click Yes if you want to continue This will open the Restore Data Files window Click on Browse to locate the backup file on your system and select it If the backup you want to restore from is listed on the Previous backups tab you can click on it and the location and filename will be copied into the fields on the Backup details tab If the backup file was password protected when created enter the password in the field provided Passwords are case sensitive Click on OK to continue with the restore or on Cancel to abort the process Once your files have been restored the system will check the integrity of the restored data before continuing Renaming a dataset Each dataset you create has a name which appears on the Title bar and Status bar and in the list of datasets on the Select dataset window You can change the name of the currently open dataset if required Home Inventory User Guide 23 EZPZ Software Limited 2014 Select the Dataset defaults option from the Settings menu When the Dataset defaults window opens select the Name tab Edit the dataset name as required Click on Save to save your changes Note the dataset name is stored in the backup file when you create a backup file When restoring from a backup file the current dataset contents including the dataset name will be overwritten by the contents of the backup file
14. you want your new dataset to be created Your new dataset will be created in its own folder at the location you selected Enter the name for the new folder that will be created for example My Data The folder name cannot contain the characters or a full stop Click on Proceed to continue In the next screen that appears enter the address details for the household you are creating the inventory for Each dataset has a Reference Code that is used by the software to refer to it A Reference Code will be suggested by the software but you can change this if you wish Click on OK to continue Selecting a location for your new dataset It is very important that you select a location on your system that has full access rights for all users in order that your data can be updated If you are running the software on a single PC the suggested locations are as follows Windows XP C Documents and Settings All Users Documents EZPZ Software EZPZ program name Datasets Windows Vista C Users Public Documents EZPZ Software EZPZ program name Datasets Windows 7 C Users Public EZPZ Software EZPZ program name Datasets Removing a dataset If you have multiple datasets and there is one that you no longer wish to keep a dataset can be removed in the following way Home Inventory User Guide 38 EZPZ Software Limited 2014 Start the software in the usual way When the Select Dataset window appears highlight the dataset you wish to rem
15. 14 Report Designer The program comes with a set of standard reports ready for use Some of these reports can be modified to customise them for your own use See Report Manager for recommendations regarding customising reports Modification of reports is carried out using Report Designer a built in function of the Visual FoxPro system There are many things that can be done to a report using Report Designer the descriptions below only touch the surface and are not meant as a comprehensive guide Tip the Report Designer is not easy to use You should only try to use it if you are reasonably competent using computers and design software When the Report Designer window is active Visual FoxPro adds the Report and Format menus to the Menu bar Window Help Format Format Bick Report j Align e tu Run Report Size G amp Print Preview Horizontal Spacing Vertical Spacing Load Data Environment Private Data Session Th Bring to Front Ctrl G Printer Environment y Send to Back Ctrl Group Optional Bands o c Data Grouping Variables Snap to Grid A Default Font Set Grid Scale Edit Bands O d Foreground Color Properties Background Color Tet Alignment Reading Order Fill Pen t Backstyle Bands de Detail By default a report has three bands Page Header Detail and Page Footer A separator bar is located at the bottom of each band The name of the band type appears o
16. Home Inventory User Guide A guide to using Home Inventory software EZPZ Software Limited July 2014 Contents Te IMVENLORY PAGO ai aia 4 IM A A cial ul SA tantra Ub tala hatte 6 INVENTOR ILC I eco ira in 7 Car OS tia 10 insurance Policies a AOS 11 DataSet defaults ds 12 UNA OI O PEC E RO lant bedeeehe can heussGaasbd buganhaaiseausoaacoaaensacacuetescestens 13 Manag iNe PIU 14 CONTAC ura 16 COATACE TY OS San 16 A eon cceshl satcctlvces a AA aet ce N E catches areal stale t each 18 TRe Remimaers D E iseun sacos Lorea alter receto cele edo ee ete ace Load eo aer 0 18 RemmMader IV DES cisco 19 Ute O 21 A E Ate tints 21 A A e T A ene eer oe eee 21 MAITE Vor Oa daa cias 22 Backing Up your dat ds 22 RESTOS YOU datar di N 23 Renania a dataset lt td coeur 23 SST ACCESS ana SECUN nianna a a Cannan ues Gee tanniteatee eats 25 PENE TODOS O A ea 28 REDOKE IMAN aca 29 Report e A E nasunetundeteueieeniuetenniencudshbesa ended E 32 Managing Multiplecatasets nia daa 38 Adame a mew dataset tata a ice 38 REMOVING a dataset aid 38 Home Inventory User Guide 3 EZPZ Software Limited 2014 The Inventory Page The Inventory page is where you manage and view the items in your inventory To activate the Inventory page click on the Inventory tab of the main toolbar Inventory Add tem Edit tem Delele tem Categories insurance Reports Help policies The Rooms list The rooms in your household are listed down the left
17. Reminder Types When you create a reminder you select a reminder type for it The reminder type can be used when viewing or printing a list of reminders so that only those of a selected reminder type are displayed Home Inventory User Guide 19 EZPZ Software Limited 2014 Adding a reminder type Click on the Reminder types button on the Reminders tab of the main toolbar to open the Reminder types window Click on the Add button Enter a description for the new reminder type in the window that appears Click on OK to save the new reminder type If the reminder type does not already exist it will be added to the list and will be available when you next create a reminder Deleting a reminder type Click on the Reminder types button on the Reminders tab to open the Reminder types window Highlight the reminder type in the list and then click on the Delete button Home Inventory User Guide 20 EZPZ Software Limited 2014 Utilities Rebuild Data This option on the Utilities menu is used to rebuild your data files after for example you have suffered a power cut and your data has become damaged You can also run this utility on a regular basis to compact your data files so that they take up less space on your hard drive View error log In the event that an error occurs in the program a screen will usually appear showing details of the error and asking if you want to log it Click on the Yes button
18. an move an element by clicking on it and holding down your left mouse button and then dragging it to the desired position Release the mouse button when the element is where you want it to be When moving a shape such as a rectangle you need to place the mouse pointer on one of the shape s edges but avoid the resizing handles Care should be taken when moving elements between report bands For example remember that the elements in the Detail band will repeat for each record in the data being printed so placing a text label in this band will print the text label once for each record Changing the font of a report element You can change the font of a report element quite easily First select the element whose font you want to change by left clicking on it Then go to the Format menu and select the Font option This will display a window similar to the one Font style on the right Select the font font style font size Arial Rounded MT and effects as required using the Baskerville Old Face controls provided Click OK to apply the font E Strikeout E Underline Color MI Black Script Westem This is an OpenType font This same font will be used on both your printer and your screen AaBbYyZz Tip if you change the font used for a data field to a larger font size you may also need to widen the data field to display the contents If you see a string of asterisks displayed for a numeric data fiel
19. ch The current value of each unit For example if the Quantity for this item was 3 and the value each was 10 00 then the Optional total value would be 30 00 Who the valuation was carried out by if an external valuer Optional Policy No Where the item is included on a different insurance policy to the main policy for the household select the policy it is Optional included on Dimensions Pictures tab This tab can be used to store the dimensions and weight of the item and to add one or more pictures of the item Home Inventory User Guide 8 EZPZ Software Limited 2014 The length width and height of the item The units of Optional measurement are set in the Dataset defaults screen p The weight of the item The units of weight are set in the Optional Dataset defaults screen p You can add one or more pictures of the item using the picture viewer at the right of the screen The picture viewer has its own controls for moving through the pictures for the Optional item and for adding removing and sorting them For more details see Managing pictures Documents tab This tab can be used to link files stored on your computer to the item For example you may have scanned a copy of the receipt for the purchase of the item as a PDF file Creating a link to a file Click on the Link button to display the Link to file window Locate and select the file you want to link to then click on the Add button A
20. contains a copy of your data from all the individual tables in the dataset compressed into a single portable file If needed you can restore the contents of this file using the software and put your data back to the position it was in when the backup file was created If anything happens to your computer for example it is damaged or stolen all you need to do to be up and running again is to e download the software from our website and install it e register the software using the registration code you were provided with e create a new dataset and restore from a backup file into it It is a good idea to create your backup files on a USB flash drive or memory stick You can then store this away from your computer and not run the risk of losing your backups if you lose your computer It is important that you back up your data on a regular basis This will help you to overcome problems that result for example from entering incorrect data or accidentally deleting data If you have made a backup of your data you can restore from the backup which will place your data back at the position it was in when the backup was made Backups should also be made before carrying out important procedures in the software How to backup up your data Select the Backup Data Files option from the software s File menu to open the Backup Data Files window A filename for the backup file will be LJ backup date files suggested which can be edited as Backu
21. d then that field is not wide enough to display the contents Adding a new element to a report To add a field go to the Report menu and move to the Insert control option then from the sub menu that appears select the control required The chosen control will be placed at the top left of the report layout from where it can be dragged into the required position If the selected control is Field the Field Properties window will appear Home Inventory User Guide 35 EZPZ Software Limited 2014 Expression Object positron gi 2 Eleat Ficrelative to top of band F Fix relative to bottom of band E Stretch with overflow Size and position in layout From page top Height 5 px From left 5 px bal y Expression Builder Expression for Field on Report Listcats tran_rel Functions String Math I beset I Logical Date date Variables transnum i trandate obusiness OUSEr payee oappobject trandetl grepohead z greposubl greposub gcursymnb 00000 From table Li The data fields that can be used in a report are limited to those in the data records prepared for the report The available fields are listed in the Fields list at the bottom left of the Expression Builder window Locate the required field in the list and double click on it The field name will appear in the Expression for Field on Report box Click OK on the Expres
22. date which displays the transaction date value from the field with the same name in the transactions table The row repeats once for each row of data that is sent to the report The Page Footer band appears once at the bottom of every page and will often include things like the name of the report and the page number The Summary band appears once at the end of the report It is often used to display totals and other calculations The Summary band is an optional band not every report will have one Home Inventory User Guide 33 EZPZ Software Limited 2014 Report Designer _audtrail frx 7 5g 100 150 200 a 0 Report Designer _audtrail frs Page 1 Audit trail Sample data eig Repohead 7 2 JgReposubi gReposub lt Title 0 Date Reference Bank account 1617 19 09 2010 First Direct joint acca Date Reference Bank account 1694 19 09 2010 First Direct jointacce 4 Page Header 1619 20 09 2010 First Directjointacec Odtransourttrandate tran ref _ bankname 1620 20 05 2010 First Direct joint acce wa Detail 1621 20 09 2010 CE 1622 20 00 2010 1688 02 10 2010 First Direct joint acca e 0040040 Eirci Dirantai e 1 16 06 2011 First Direct sole acco 2 16 06 2011 Cash ISA 2011 12 3 16 06 2011 Visa debit First Direct sole acco A Page Footer 57 25 06 2011 First Direct sole acco transnunl ransactions AUDIT TRAIL Family Finances A Summary 4 The graphic on the left shows a report open in Report Desi
23. e width enter 50 Any value between 30 and 50 inclusive can be used Click Save to apply the change The Rooms List Each item in your inventory belongs to a room in the household The rooms in your household are listed alphabetically in the Rooms list down the left hand side of the Inventory window Each room is listed with the number of inventory items it contains in brackets In addition to the rooms there are two further entries at the top of the Rooms list Summary and All rooms When you click on a room in the list the items belonging to that room are listed on the right hand side of the Inventory window When you click on All rooms all items in the inventory are listed When you click on Summary the rooms along with details of the number and value of items the room contains are listed on the right hand side of the Inventory window Rooms can be added edited and deleted using the controls located at the right of the Rooms tool strip Rooms 12 GP 2 Adding a room Click on the Add button on the Rooms tool strip In the dialogue window that appears enter a name for the new room The name must be different from the other rooms in the household Click OK to add the new room to the Rooms list Renaming a room You can change the name of a room in the Rooms list Click on the room in the Rooms list to select it then click on the Edit button on the Rooms tool strip Home Inventory User Guide 6
24. elete ccocooccccnccnoccnnncnnnonnncnanonononanonoss 4 inventory item finding oooccccncnocnnnncnanonnnonanonononanonoss 5 Home Inventory User Guide 40 inventory list DUDUNE iii 5 la E ARSS 4 M MY Reports tolder neni 31 A R A ER 23 p PIS WO AAA 25 password Protect 23 PICTURE ENE 14 DANUNE naamaa a a 28 R AA e A 21 CV aa E 18 reminder TV NC ato aria ar 20 rep dtine Tender 18 Es o A A A 32 Report DESEO oa 32 Report Maa ii neces sie aceesaeetes 29 A O 6 y 0 y IRC O Pon bynes tions E EEE EEE a 23 room adde aeii aeea A N 6 KOON AEE UNE rad 7 FOOMs TEN AMINE dire 6 ROOMS Listamenn caus A 6 U UserID ad Geri ea eee 25 User STen an a e A aun terancueta nies 25 W WEIEN orna en EEE EET EE ENEE A 12 EZPZ Software Limited 2014
25. ghlight the Revorevecerd record in the list and then click on the Edit button Alternatively Api Gene SIE AS double click on the record in the list Object type Category This will open the Report record l Display name Categories list window An example is shown right Filename CATSLIST FRX Each report record has a unique Report Code that is used to reference A BESAS Restore default itand that cannot be changed Pomments The Object type indicates the reports list that this report appears on Close The Display name is the title of the report as it appears in the reports list You can change this if you want to The Filename field shows the name of the report file used to produce this report If a report record has no report file linked to it the report just won t do anything If this report is using the default report file then the Location field will be empty If this report is using a customised report file the Location field will display MY REPORTS as the location of the report file If you want to revert to using the default report file click on the Restore default button to clear the Location field then click the Save button The Comments field can be used to enter your own optional notes about the report Deleting a report record Only custom reports those of type User or Query can be deleted from the Report Manager list To delete a record highlight the record in the list and then
26. gner The graphic on the right shows the output that is produced by this report Ruler The Report Designer has a vertical and horizontal ruler you use to more precisely position objects in the bands The scale for the ruler is determined by your system measurement settings You can change from the system default scale inches or centimetres to pixels To change the ruler scale to pixels From the Format menu choose Set Grid Scale The Report Properties window is displayed From the Units dropdown select Pixels If the box Show position in status bar is ticked the position of a selected report element appears as a series of numbers on the status bar and can be very useful for precise positioning Click on an area of white space on the report layout to deselect an element Click OK to save the new setting Selecting a report element In order to make a change to an element on the report layout you must first select it by left clicking on it A selected element will have a box around it with resizing handles You can select deselect multiple elements by holding down the lt Shift gt key on your keyboard whilst you make the selection In the graphic below the three elements at the left are a text label a data field and a shape rectangle The three elements at the right show what those same elements look like when selected Home Inventory User Guide 34 EZPZ Software Limited 2014 Date Moving a report element You c
27. ingle module item by selecting the E relevant value Full or None SN from the dropdown in the Access column In addition where the item is a Copy from Save Record a user can be given Read Only access This means that they can view the details within a record but are not allowed to save any changes they make or to create a new record or delete a record Once you have selected user access as required you must click on the Save button to save the new settings Note ensure at least one user has access to the User List on the Settings menu otherwise you will not be able to add and remove users or control access rights Home Inventory User Guide 26 EZPZ Software Limited 2014 Copying User Access Rights Where there are several users on the system that have the same access rights you can save time by copying access rights from another user into the current user record using the Copy from button Deleting a User To delete a user highlight the user in the User List and click the Delete button Home Inventory User Guide 27 EZPZ Software Limited 2014 Printing reports Reports The Print button is used to print a report or document When you see this button on a list screen it will enable you to print the current list The Reports button opens the reports screen with the reports pertinent to the area of the software you are currently in When printing a report you have multiple output opt
28. ions Preview Print File Shows you on screen what the printed results will look like The toolbar that appears with the preview allows you to move through the pages of the report zoom in and out of the display and send a single copy of the whole report to the printer using the current printer settings Sends the report to the printer When this option is selected you will be presented with a screen where you can select the page range and number of copies and can set printer options Converts the report to the selected file type and saves it as a file When the report is run and this option has been selected a Save as window will appear enabling you to select the location and file name for the output file If the open file checkbox is ticked the relevant software application will be opened when the output file has been created The following file types are supported e PDF Adobe Acrobat Document e XLS Microsoft Excel spreadsheet e HTML standard HTML file The above file formats are generated by converting the native report output to the chosen file format Not all reports are suitable for conversion and the resulting file when displayed may not always match the look of the native report file Tip if you are printing to a file we recommend you use the PDF file type it is most accurate and the file cannot be edited by the recipient whereas the other file formats can Home Inventory User Guide 28 EZPZ Software
29. manently removed Filtering the inventory list The inventory list can be filtered to show only those items that meet the criteria you enter This option can be used to find specific items in the inventory Home Inventory User Guide 4 EZPZ Software Limited 2014 NF Click on the Set Clear filter button at the right of the Inventory tool strip to set or clear the filter When the filter window opens enter the criteria as required Click on Set to apply the filter criteria Click on Clear to remove any filtering When filters have been set the software will store them and will reapply them the next time you view the Inventory page Printing e You can print a copy of the inventory list as it currently appears using the Print button Finding an item in the inventory You can search through the list of inventory items for those that contain particular details using the Find button located on the Inventory tool strip When you click on the button a Fy Find window will appear in which you can enter the detail you want to Find what Transfer Find next Find all find case sensitive You can enter text numbers or dates Tick the case sensitive option to find exact matches for the detail you enter The search is carried out across all items in the inventory If the found item is not in the currently displayed room the room will automatically be selected in the Rooms list to display the correct inve
30. n is ticked the system will check if there are any reminders that have reached their due date and advise you if there are Shutdown tab Prompt me to create a backup When closing the program you can be prompted to create a backup file of your data You can change the number of days that must elapse before this prompt appears using the control provided By default this value is set to O and you will be reminded each time you exit the software Increase this value if you do not want to be reminded every day but say once a week Once a backup has been created the message will not appear again until the number of set days have passed You can of course create a backup at any time using the Backup data files option on the File menu Tip set the number of days to 1 if you want the prompt message never to appear Home Inventory User Guide 13 EZPZ Software Limited 2014 Managing Pictures You can add one or more pictures for an object using the Picture Control Pictures are scaled down to fit on a report at the time of printing and so to avoid distortion the picture dimensions should be in the standard ratio of 12 9 in either portrait or landscape format You may get an error message when printing a report with one or more pictures if the file size is too large try and keep picture files to around one megabyte in size The Picture Control Doubleclick on the picture to give an enlarged w iew 11 Settee Cs DU He click
31. n the bar next to an arrowhead which indicates that the band is above not below the bar The arrowhead on the Detail band is blue in colour Home Inventory User Guide 32 EZPZ Software Limited 2014 You can add the following bands to your report aa CI orn Group Footer Once per group Calculated values for group data Title Date or page number Company logo Box around the title Once per report Once per report Grand totals Text such as Grand Totals Relating a report file to the output it produces The two graphics below what the output from a report looks like when the report is run The Title band appears once at the beginning of the report In this example the Title band contains three fields and two lines one above and one below the three fields The field containing gRepohead is in a different font to the other two The field containing gReposub2 does not print because it is empty and the field s Print when property has been set to remove line if blank The Title band is an optional band not every report will have one The Page Header band appears at the top of every page In this example the Page Header band contains several text labels including Date and Reference that act as column headings and a line element that runs under the labels The Detail band is the most important band in the report as it displays your data In this example the Detail band contains a single row of field elements such as tran
32. nt to be reminded to do something every year or every month You can set a reminder to repeat itself so that you don t have to remember to create a reminder each time On the Repeat tab choose how often you want the reminder by selecting the frequency Fill in a date in the ast date field if you want reminders to stop after that date otherwise leave the field blank Stopping a repeating reminder You can stop a reminder from repeating by editing the root reminder record If you are unsure which is the root record open one of the reminders in the chain and click on the Repeat tab If this is not Home Inventory User Guide 18 EZPZ Software Limited 2014 the root reminder record you will see a button labelled Go to root click on this button to open the root record in this reminder window Edit the frequency and or last date as required Click Save to save your changes Tip editing the root reminder will affect all other reminder records based upon it If you clear the frequency in the root record all the reminder records that were created from the root reminder will be removed Deleting a reminder To delete a reminder highlight the entry in the list and click on the Delete reminder button Pending reminder records are automatically deleted by the system when a specified number of days after their due date has passed See Reminder defaults below Tip if you delete the root reminder record in a chain of repeating
33. ntory list Click on the Find next button to move to the next item that contains the detail If you click on the Find all button the window will expand to display all the entries found Click on any of the entries listed to go to that item ii Find Find what Transfer Find next Find all case sensitive Date Field Value Account 021012014 Details Foreign transfer 1 First Direct joint ace 02 01 2014 Details Foreign transfer 1 Euro bank account 0310112014 Reference ransfer Euro bank account 03 01 2014 Reference ransfer First Direct joint ace OF 022014 Reference ranster First Direct joint acc 03 022014 Details ransfer to cash First Direct joint ace i i ko j 2 motehles muim A El E p as r Tip you will only be able to go to an item listed in the results if the item meets the current filtering criteria such that it is displayed in the inventory list Home Inventory User Guide 5 EZPZ Software Limited 2014 Resizing the Rooms List Inventory List The relative widths of the Rooms list and the Inventory list can be changed to suit your personal preference 503 Click on the Configure button located on the Inventory tool strip to open the Configure Inventory page window Width of Rooms list as a percentage of page width 23 Configure Inventory page Enter the required width of the Rooms list as a percentage of the whole page For example if you want the Rooms list and the Inventory list to be the sam
34. o make it more suitable for your own use perhaps by adding text labels or changing the font for example You can customise a report file if it has a Y character in the Editable column E Select the report in the list then click on the Modify button Modify This will create a copy of the report file in the MY REPORTS folder and open up the report file in a Report Designer window such as the one shown below ready for editing Resize the Report Designer window so that you can see the whole of the report layout or enough of it that you can work comfortably lal Report Designer pestsmry frx i so ha ha fay fs w 359 400 Jasa Total costs Budge Page Header A _ gt lt lt aooo oe r F When you have finished making changes select the Save option on the File menu Home Inventory User Guide 29 EZPZ Software Limited 2014 Alternatively click the close button of the Report Designer window You will be asked if you want to save the changes you have made Select ge Do you want to save changes to Report Yes to save the changes No to 4 P Designer pestsmry fnd discard the changes or Cancel to return to editing the report For details on using the Report Designer see Report Designer Editing a report record Report records control the details of a report and the file that is used to produce that report The report records are listed in the Report Manager window To edit a report record hi
35. on this screen to record details of the error in a log file that can be emailed to us Reporting errors in this way helps us to correct them and improve on the software Clicking on No will not log the error In the next screen that appears click on OK to continue with the program Note depending on what stage the program is at further error messages may occur Keep repeating the process until the program is able to continue normally The error log can be inspected by selecting the View error log option from the Utilities menu You will be viewing one log entry at a time The date time value at the top right of the screen shows when the error was logged The up down arrows to the right of this box let you scroll through the logged errors Clicking on the User Notes on Errors tab lets you enter your own comments about a particular error Click on the email button to send a copy of the log file to us as an email attachment This information can then be put to good use in correcting the error Home Inventory User Guide 21 EZPZ Software Limited 2014 Maintaining your data Backing up your data Changes you make to your data and new data that you create when adding new records is saved when you click on the Save button on the relevant screen Although this should be sufficient we strongly recommend that you also create a backup of your data on a regular basis A backup file as created by the software is a zip file that
36. ou want to delete in the Contacts list and click on the Delete contact button on the Contacts tab You can also right click on the entry and select the Delete contact option from the shortcut menu that appears Confirm that you want to delete the contact and it will be permanently removed Contact types Contact types are used to categorise contact records Contact types are managed via the Contact types window Click on the Contacts tab of the main toolbar Click on the Contact types button to open the Contact types window Adding a contact type Click on the Add button to add a new contact type In the window that appears type in the new contact type Home Inventory User Guide 16 EZPZ Software Limited 2014 Click on OK to create the new contact type Deleting a contact type Highlight the entry in the list and then click on the Delete button Tip contact types cannot be edited as they are simply values that are used in the completion of other records Home Inventory User Guide 17 EZPZ Software Limited 2014 Reminders Reminders are used to remind you of something that needs doing in the future When you create a reminder it has a due date set by you Each time you start the program a check is carried out for any reminders whose due date is on or before today s date If any are found they are displayed in the Things To Do List This option can be disabled in the My Settings screen Once a reminder
37. ove from the list and click the Delete button You will be asked to choose whether to e Remove the entry from the list but without deleting any data files If you choose this option the data files will be left intact on your system and can be added back to the list at a later date if required e Delete the dataset from your system including all the data files that make up the dataset Note if you choose to delete the data files you cannot recover them Use with extreme care Adding a dataset back to the list If a dataset has previously been removed from the list but the data files have not been deleted see above you can add the dataset back to the list using the Browse button in the Select Dataset window In the Locate dataset window which then opens select enter the location of the dataset and click Proceed Note this is the folder containing the BUSDATA DBC file The dataset will be added back to the list Home Inventory User Guide 39 EZPZ Software Limited 2014 Index A A cress tee ts epee vncse tents eae cere oaeneee 26 AO GN A A 12 B aree AE a AEE E gee E A E IR 12 13 22 C CA a EE T 10 CONTAC Eca E 16 CONTACT Deer EE eminent se 16 CUT o A A Orr er ner erst renner creer nee 12 D datar aa 38 GataSSt MAM Cas tido 12 dataset FenamMiNnE aia oa 23 delatan oda idolo nots 12 19 CIMENSIONS isc rado ra 12 E A 21 F A o A ERE 4 Mba dl dle 13 35 j NSUCAINCS DON sacate 11 INVEnto Ie 7 inventory item d
38. p details Previous backups required Backup of Smith Accounts 2013 The suggested filename is based on the From C Users Public EZPZ Software Home Accounts 4 Datasets Smith filename stem which can be changed in A filename and location for your backup file have been suggested in the flelds the Dataset defaults window If you below If these are suitable click OK to proceed have elected to add the date to the lf not enter a filename and use the ellipsis button to select a location a E ite if you want to create a backup on CD please refer to the Help file filename the date will be in filing order YYYYM MD D Filename SMITH20140509 Location CSERSIPUBLICAESPZ S0FTWARE HOME ACCOL The backup file will automatically be saved with a ZIP extension so there is no need to add one Password OK Cancel A location for the backup file will be suggested but can be changed using the Pick file button Where backups have previously been carried out from this computer the location previously used will be suggested Home Inventory User Guide 22 EZPZ Software Limited 2014 The location must start with a drive letter such as C Backups cannot be created to network locations that begin with two backslashes such as SERVER Attempting to backup to such a location will generate an Invalid path or filename error Mapped network drives are allowed If you wish to password protect your backup file enter a pa
39. s due date has been reached it will keep displaying until such time as you delete it or change its status to completed The Reminders page Reminders are managed via the Reminders page click on the Reminders tab of the main toolbar to bring the Reminders page to the front The reminders that are displayed in the list can be filtered using the Filter button and date box at the top of the list When the list is first viewed today s date is used by default and reminders whose due date is on or before this date are displayed To view reminders set for a date in the future change this date to a suitable future date Adding a new reminder Click on the Add reminder button to add a new reminder e Enter the date on which you want to be reminded of the event in the due date field Add Enter the date on which the action needs to be taken in the action date field this is an reminder optional user value and is not used by the software If user records have been created and the reminder is to be allocated to a particular user select the user from the dropdown Select the type of reminder from the reminder type dropdown if the required reminder type does not already exist you can add a new one by selecting the Add new option at the very top of the dropdown list Optional notes can be entered on the Notes tab as required Click on the Save button to save the new reminder Repeating reminders There may be occasions when you wa
40. sion Builder window Click OK on the Field Properties window Home Inventory User Guide 36 EZPZ Software Limited 2014 The selected field will be added to the report at the top left from where it can be dragged into the desired position When you have finished modifying the report select the Save option from the File menu to save the changes you have made Home Inventory User Guide 37 EZPZ Software Limited 2014 Managing multiple datasets Home Inventory lets you have multiple sets of data called datasets Each dataset is stored in its own folder and has its own set of database tables that are maintained independently of any other dataset on your computer When you start Home Inventory the Select Dataset window appears containing a list of the datasets you have created You can add further datasets or remove datasets that you no longer use using the controls provided in the Select Dataset window To open a dataset from the list click on it to select it and then click the Open button Alternatively double click on the dataset in the list The selected dataset will be opened and will become the current dataset Adding a new dataset To add a new dataset to the system select New dataset from the software s File menu If the Select Dataset window is currently open you can add a new dataset by clicking on the New button in that window In the New dataset window that opens select enter a location on your system where
41. ssword in the field provided The password can be any word or phrase up to 65 characters in length and is case sensitive If a password is entered the backup file will be encrypted and cannot be decrypted without entering a matching password Note if you forget the password that you used to encrypt a backup file we are unable to extract the password for you You may also see a message reminding you to create a backup when you exit the program Whether this message appears or not depends on the setting in the My Settings Shutdown tab window Backing up to CD Backups can be made to any location on your computer such as the hard drive or floppy disk If you wish to store a backup file onto a writeable CD ROM you should first create the backup file onto your hard drive You can then use your CD burning software part of the operating system in modern versions of Windows to drag the file onto the CD to burn it Restoring your data Restoring data from a backup file will overwrite your existing data with the data stored in the backup file effectively putting your system back to the state it was in when the backup was created Tip if you want to return to your current data position you should make a backup of it before restoring the data contained in another backup file To restore the data contained in a backup file select the Restore Data Files option from the software s File menu The dialogue window that appears will advise you that
42. the inventory items that belong to this category Where a category is linked to one or more inventory items it cannot be deleted Deleting a Category Highlight the record in the Categories list and then click on the Delete button If the category is not used by any inventory items it will be permanently deleted Home Inventory User Guide 10 EZPZ Software Limited 2014 Insurance Policies You can use the software to store details of your insurance policies The Insurance Policies list is displayed by clicking the Insurance Policies button on the Inventory tab of the main toolbar Adding an Insurance Policy Click on the New button to add a new insurance policy record Enter the Policy No for the new policy Click on the Pick Insurer button to select the insurer for the policy If the required insurance company is not in the list you can add it using the New button Enter the rest of the details as required Click on Save to save the new record Editing an existing Policy Highlight the entry in the Insurance Policies list and then click on the Edit button Alternatively double click on the entry in the Insurance Policies list Items covered tab The Items covered tab shows a list of the inventory items that are listed on this policy Where a policy is linked to one or more inventory items it cannot be deleted Deleting a Policy Highlight the entry in the Insurance Policies list and then click on the Delete b
43. utton If the policy is not linked to any inventory items and is not the main only policy for the household it will be permanently deleted Home Inventory User Guide 11 EZPZ Software Limited 2014 Dataset defaults The Dataset defaults window lets you edit the address details of the property your inventory relates to and change settings for weight measures and currency units To open the Dataset defaults window select the Dataset defaults option from the Settings menu Dataset name The Dataset name is displayed on the title bar of the main window The dataset name is also displayed in the Select Dataset window to help you identify a dataset when multiple datasets have been created Address tab The address details for the household these can be edited as required Backups tab You can create a backup of your current dataset at any time using the Backup data files option on the File menu A default filename for the backup file will be suggested for you based on the filename stem For example you might have SMITH as your filename stem and then when creating your backup a filename of SMITH ZIP would be suggested If you continued with this as the filename for the backup and a file with the same name already existed in the backup location you will be prompted to confirm that you wish to overwrite it A better idea is to select the add date option this will suggest a filename using the current date as part of it
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