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The Tools menu contains the miscellaneous functions associated with the operations of this application, rather than the functions associated with debtors and debts.
The Tools menu:
The Tools menu options:
User Setup
The Users Setup function is a method for setting up users of the application and grant various accesses and responsibilities.
|
Rights |
User Rights Description |
|---|---|
| Add/Modify | Authorized to Add and Edit Debtor demographics and debts |
| Print History/Payment | Authorized to Print Debtor History |
| Add/Edit Comments | Authorized to Add and Edit Debtor Comments |
| View Only | Not authorized to Add, Edit or Print, can ONLY inquire on debtors and debts |
| Print Reports | Authorizes Users to Print any or all of the system reports |
| Export/Import | Authorizes Users to Send and Download data files |
| Letters | Authorizes Users to Prepare and Print notification and status Letters |
| Addresses | Authorizes Users to Update Addresses from the tax return file |
| New Year Prep | Authorizes Users to Update the Software to the New Year |
| Backup | Authorizes Users to Backup and Restore data files from the system |
| Print Format | Authorizes Users to Define the Print Formats for reports |
The Account Information function maintains your assigned entity information and secure server information used for the automated Transmit functions.
Note: the Account Information should not require any changes unless the Association of Counties requires you to change your password. Be aware that making changes without direction from the S.C. Association of Counties technical support group may cause the Transmit menu functions not to operate.
The Import from Legacy DOS System function allows for the migration of data from the DOS Debt Collection program, versions 2007.01 and prior, to this Windows application.
The Locate Database function allows for the configuration so that this application can operate on a network. The network drive letter must be defined through this function in order for the network operation.
Note: If the database resides on the workstation that this software also resides, there is no reason to use the Locate Database function.
The Printer Selection function allows for the setting of any attached printer for any reports or output. Once you've selected a printer, all reports will be sent to the defined printer.
The System Settings function allows for the setting of the order of the data when using the Search Debtors.
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