Comtek Accounts : Exchequer Software Enterprise Reseller for Accounting, Telesales, CRM Goldmine, ACT, MicroSoft CRM, Exchequer Plug-ins and Addons
 

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PostTrans Installation

This PostTrans spreadsheet allows the user to easily Import/Extract/Amend Customer Supplier date in Exchequer Enterprise.   It uses a series of tag, placed in row 1, to identify the data to be Import/Extract/Amend.  The data is read from row 3 onwards, which allows you to put user defined descriptions in row2.  More Information on Design and Tags.

System Requirements

PostTrans requires:

Windows 95/85/NT4/2000 with Office 97,2000, or XP

A Desktop Pentium 200 with 64mb of Ram

Enterprise V4.3+ loaded and working

COM/DLL Toolkit License unlocked

Upgrading Pre Enterprise V5 systems

Please read the “Upgrading Pre V5.doc” before installing.   This can be found in the root directory of the CD-ROM or on our web site at www.comtekaccounts.com/PTUdates.htm.  

Installation on Network

PostTrans uses a standard Windows 95 and NT V4 compatible installation program. Put CD-ROM in drive and run “PTSETUP.EXE” to start the installation process.  Note : you may need administrator network rights to install this program and the rights to create files in the Exchequer directory on the network.  A set-up wizard will be displayed:

 

The second page of the set-up wizard asks for the Exchequer program directory.

Simply keep pressing the [NEXT] button to install.   This installation routine will then place the files on the network, creating a sub-directory in the Exchequer directory called “PostTrans”.   This directory contains examples and manuals etc.

Installation on each Machine

Once installed on the network, simply open Excel and select menu option Tools >> Add-Ins.   Now press the browse button and find PostTrans.xla in the Exchequer program directory.  After selecting the file Excel will ask if you want to copy the add-in to your library folder Answer NO.

Post Trans should now quickly run an install routine to add certain files to your computer.  

The PostTrans Toolbar should now be installed in Excel.

A “PostTrans” program group will be added to you “Start” menu.   This contains example templates.  Now open one of the example spreadsheet or open the sheet you have already designed.

Check for Software updates

Installing the Lookups XLA

This is an extra .XLA, which is installed in the same way as Exchequer OLE.   For remote users, simply copy to remote users PC and install XLA in excel, from Tools >> Add-ins menu.

Please click here for explanation on lookup xla

 

 

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Last modified: August 18, 2006