Contents
- Index
Getting Started
At any screen in Cash Advance Pro, press F1 to view the part of the manual that corresponds to the active screen. Doing this will make learning the software much easier.
If this is a new installation of Cash Advance Pro, see the help topic Installation. It outlines various issues related to a new installation of the software, such as making sure the monitor settings are adequate and identifying important installation steps. Next, read the help topic Introduction, using the browse buttons in the help file to move to the next topics under the Getting Started thread. These topics are listed in the Help Table of Contents under the subject, "Getting Started." Please be sure to read every topic listed here.
To start using Cash Advance Pro, first login to the system. If this is your first time using Cash Advance Pro and your name has not yet been entered into the system, you may have the user Demo available. If so, select it and enter the word demo as the password. If there is no user named Demo, there might be one name Guest or Temporary Employees. Try the password Guest or Temp respectively for these users. If successful with these, your security level will probably be at the lowest level and your use of the software may be somewhat restricted.
After logging into Cash Advance Pro, the menu at the top of the Cash Advance Pro window will be active, allowing navigation to various parts of the software. To add additional users to the software, go to the menu File / System Options / User Setup. For more on logging in, see the help topic User Login.
If the software has not yet been registered, please call us to register. Registration involves going to File / System Options / Store Information, then clicking on the Register Button and reading us a registration code. You will then receive a password which will unlock the company name and address fields. After you have received the unlock password, enter your company and address information. The company name and address fields will be locked again when closing the application. The information entered here will print on contracts, receipts, and other reports.
Remember to adjust the Profile Settings to your specific needs. Profile Settings are found by navigating the menu to File / System Options / Profile Settings). Some settings simply make the software easier to use and can be set later, but other settings are essential for your operations as they instruct the software how to perform interest and loan fee calculations.
The Cash Advance Pro software date intializes to the current system date when the software is installed. Thereafter, the date runs independently from the computer's operating system. Cash Advance Pro is based upon a system of closing out each day in order to change the date. See the help topic End of Day for more information.
Related Topics:
Introduction
Installation
User Login
End of Day