This manual is written as a guide for users of our software. The manual has been divided into sections to correspond to the various software modules.
This manual covers all our software. You may not be licensed to use all the products described in this manual. Your invoice lists the modules that you are licensed to use. Please ensure you read this manual prior to operating the software. If you have difficulties you may call the technical support line. However, please refer to the manual before you do so. The technical support line is to assist you in operating software produced by Forbes Computer Systems. Please direct any general queries regarding taxation or the use of Windows to the appropriate bodies.
The modules you have purchased are Microsoft Windows applications. They can be operated as stand-alone packages. However, full benefit is gained by utilising the integration between the various modules. For example, the client database links with both the tax return software and the time recording software. In addition it will link to word processors for the production of standard letters. Likewise, the personal tax returns may be linked to a partnership tax return and the P11D form. For more information on the linking of various modules refer to the relevant section of this manual.
The CD is designed to autorun when you insert it into the drive on your computer.
If this does not happen then you can run the CD by carrying out the following:
Select the Windows Start button
Select Run...
Type d:\autorun into the command line (if your CD drive is not d: then you will need to amend this appropriately. You can find the letter that has been assigned to the CD drive by looking under My Computer on you desktop and looking for the CD icon)
Click OK
1.3.2 The CD Menu
When the CD autoruns it will give you the following menu:
The first option is to install the Forbes software. Whether you are installing software for the first time or installing an update you will need to carry out this option.
If you wish to view the product information or documentation choose the appropriate option.
1.3.3 The Installation
Choosing to install the Forbes software will display the following dialog.
If these defaults are satisfactory then select OK.
It is recommended that you install the software in the default directory.
This is because the paths within the modules are set to recognise the default directories.
Always install all Forbes software to the same place.
Installing Forbes software to multiple different locations, or attempting to install multiple versions in different places, is likely to cause problems.
If you are installing the software onto a Network then please follow the instructions detailed below in section 1.4.
Upon completion of the installation procedure you will see the following message.
1.3.4 Installing the Online Guidance Notes
If you wish to install the Online Guidance Notes, then you will need to install Adobe Acrobat Reader if it is not already on your computer. This is done by clicking Yes at the following box which appears after the installation of the Forbes software is complete.
The notes themselves will remain on the CD to save hard disk space. However this will install the software to allow you to read the notes from your CD as and when you need them. The notes include technical help with our software as well as the full set of Inland Revenue Guidance Notes. After you have installed Adobe Acrobat you can access the notes through the CD menu described earlier in this chapter.
There are two main choices for network installation, namely:
Programs and data stored centrally
Data stored centrally, programs on each machine
The first of these is our normal recommendation and we will describe how to install and configure your network appropriately. Please note that you will need a license for each machine that can access our software, whether it be a workstation of a PC running the software locally.
1.4.1 Sharing the C: drive on your server
Select My Computer on the desktop
Double click on the c: and select Sharing from the menu that appears
Click on Shared As and Access Type, Full as shown below.
Click OK. This folder will now be accessible to all your workstations.
1.4.2 Creating a shared directory
If you do not wish to share the c: drive of your server,
create a folder called for instance 'share' and then share this.
We strongly recommend you do not called the shared folder "forbes" as this will only lead to confusion.
1.4.3 Setting up each workstation
You will need to map the Server's shared drive (or folder) wi
