Settings accounting software

Menu options: 'Administration', 'Bookkeeping'

The financial information used by d-basics is automatically imported from accounting programs. Before this information can be imported, a connection has to be established between d-basics and the database of the accounting program. Open the window 'Administration' to enter the necessary settings:

To configure the connection the following steps must be completed:

•	Select the default currency

Select the default currency of the administration that is imported.

•	Select the default country

Select the country in which the company (whose administration is imported) is situated.

•	Select Language

Select the default language used by the accounting program.

•	Select accounting program

Select the correct accounting program. It is only possible to select the accounting programs for which a licence was purchased.

•	Settings accounting programs

Each accounting program requires a different configuration. There are four main connection types:

•	The information that must be imported is stored on a SQL Server

•	The information that must be imported is acquired through an ODBC connection

•	The information that must be imported has to read straight from database files

•	The information that has to be imported is read from export files that are created by an accounting program.

Remark:

For detailed information regarding the connection between d-basics and a specific accounting program refer to the Quick Reference Cards.

•	Connection through dial-up networking

D-basics offers the possibility to connect to the database of an accounting program through a DAIL-UP NETWORKING connection.

•	Period arrangement

Select the period arrangement that is used by the accounting program (financial administration).

•	Advanced settings

In certain cases connections with accounting programs require additional settings. These can be configured in the window ´Advanced settings` that can be opened by pushing the button ´Advanced'. The advanced settings are described in the appendix 'Advanced settings'.

•	Time out settings

By default, search queries must return a result within 30 seconds. In case of a large database 30 seconds might not be sufficient to complete the query; this will result in a 'time out' notification. This problem can be solved by changing the time out period (for example to 60 seconds).