# Getting Started

# Find Your Way Around

### <span class="ts4">Main Modules</span>

<span class="ts6">The main </span><span class="ts6">system </span><span class="ts6">screen consists of </span><span class="ts6">8</span><span class="ts6"> modules. In the security setup you can limit users from gaining access to the </span><span class="ts6">each </span><span class="ts6">module.</span>

<span class="ts6">We have also added quick access to your CRM functions such as time logs and support logs ,sales leads and reminders.</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3926).png)

#### <span class="ts0">Modules:</span>

<span class="ts0"> </span><span class="ts0">1. General Ledger</span>

<span class="ts0">2. Debtors / Receivables / Customers</span>

<span class="ts0">3. Creditors / Payables / Suppliers</span>

<span class="ts0">4. Inventory / Stock / Service</span>

<span class="ts0">5. Job Costing</span>

<span class="ts0">6. Webatar</span>

<span class="ts0">7. Trackit</span>

<span class="ts0">8. System Configuration</span>

### <span class="ts4">Menu Groups</span>

<span class="ts6">Once you click onto one of the icons for example General Ledger, the following screen will appear. In this area you will see Menu Groups which are divided into the following</span>

<span class="ts6">Configuration – This is where you setup and maintain your data relevant to the module you have accessed.</span>

<span class="ts6">Activity – This is where all the actions happen in the module, for example in the General Ledger this is where the Cashbook and Journals are done.</span>

<span class="ts6">Analysis – This is where you can view your data on screen as to what has happened when you posted your information.</span>

<span class="ts6">Reports – This is where you will pull and print the reports relevant to the module.</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3927).png)

### <span class="ts4">Menu Items</span>

<span class="ts6">When you click on one of the Menu Groups, it will open up more Menu Items which are applicable for the menu Group and Module.</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3928).png)

### <span class="ts8"> </span><span class="ts4">Menu Items Opened</span>

<span class="ts6">Once you have clicked on the desired menu Item it will open the relevant activity.</span>

<span class="ts6">You will notice that the page is divided in three sections.</span>

1.<span class="ts6">Header</span><span class="ts6"> Functions</span>

2.<span class="ts6">Header</span>

3.<span class="ts6">Detail</span>

<span class="ts6">Header Functions</span>

<span class="ts6">Allows user to Post, print and insert documents.</span>

<span class="ts9"> </span><span class="ts6">Header</span>

<span class="ts6">In this area you will be able to stipulate your search criteria to bring back the relevant data in the Detail Section.</span>

<span class="ts6">Detail</span>

<span class="ts6">In the area information will appear based on your search</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3929).png)

### <span class="ts4">Information on Module</span>

<span class="ts6">In the top area of page, this area will give you which module you are accessing and the build number of the package.</span>

<span class="ts6">In the lower area of the page, this area will give you the following information:</span>

<span class="ts6">User </span> <span class="ts6">– Who is logged in</span>

<span class="ts6">Role </span> <span class="ts6">– What security access does the user have for this module</span>

<span class="ts6">Company </span> <span class="ts6">– What company set of books are you accessing.</span>

<span class="ts6">Branch </span> <span class="ts6">– What Branch are you accessing from.</span>

# First Time Login

<span class="ts10">Video training manual 2016 - </span>[Click Here](https://vimeo.com/357006162)

<span class="ts0"> </span>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-08/scaled-1680-/ejKimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-08/ejKimage.png)

<span class="ts0"></span>

# Grid Columns

<span class="ts0">Resizing or finding hidden columns</span>

<span class="ts0">1.</span> <span class="ts0">Reset your grid view</span>

<span class="ts0">2.</span> <span class="ts0">Or check for the hidden column</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(552).png)

<span class="ts0"> </span><span class="ts0">Check for hidden column</span>

<span class="ts0">Go to one of the column headers and where the arrow appears, click on the drop down, then down to columns.</span>

<span class="ts0">This will show you the active and hidden columns, check that the credit column is ticked</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(553).png)

<span class="ts0"> </span>

<span class="ts0"> </span><span class="ts0">Reset your grid, go to the top right hand corner of your window.</span>

<span class="ts0">Click on the two arrows which will reset your grid back to default.</span>

<span class="ts0">Reopen the module to view the columns</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(554).png)

<span class="ts0"> </span>

<span class="ts0"></span>

# Keyboard shortcut keys

<span class="ts10">Video training manual 2019 - </span>[Click Here](https://vimeo.com/375566064)

<span class="ts0">The system caters for shortcut keys so as to reduce the use of the mouse</span>

<span class="ts0">See below shortcut keys</span>

<p class="callout warning"><span class="ts0">Not all windows are configured for keyboard keys</span></p>

#### <span class="ts0">Basic keys</span>

<table border="1" id="bkmrk-move-between-fields-" style="border-collapse: collapse; width: 70.1235%;"><colgroup><col style="width: 36.6843%;"></col><col style="width: 27.516%;"></col><col style="width: 35.7997%;"></col></colgroup><tbody><tr><td>**Move between fields**</td><td>Tab</td><td>Buttons and fields</td></tr><tr><td>**Backwards move**</td><td>Shift + Tab</td><td>Buttons and fields</td></tr><tr><td>**Add**</td><td>Insert</td><td>Add</td></tr><tr><td>**Delete line record**</td><td>Delete</td><td>Delete record</td></tr><tr><td>**Help**</td><td>Alt + H</td><td>Help manual</td></tr><tr><td>**Select record**

</td><td>Enter</td><td>Select record in dropdown

Select button

Run search in search window

</td></tr><tr><td>**Move in dropdown**

</td><td>Up and down arrow keys</td><td>Move in dropdown

</td></tr></tbody></table>

#### Function keys

<div id="bkmrk-search-alt-%2B-f-find-"><table class="tbl4" style="width: 84.321%; height: 919.282px;"><tbody><tr class="row0" style="height: 29.7969px;"><td class="cell0" style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Search</span>**

</td><td class="cell1" style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + S</span>

</td><td class="cell2" style="width: 49.827%; height: 29.7969px;"><span class="ts12">Search</span>

</td></tr><tr><td style="width: 30.9384%;">**<span class="ts12">Find</span>**

</td><td style="width: 19.088%;"><span class="ts12">Crtl + F</span>

</td><td style="width: 49.827%;"><span class="ts12">Find</span>

</td></tr><tr class="row0" style="height: 29.7969px;"><td class="cell0" style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Add</span>**

</td><td class="cell1" style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + A</span>

</td><td class="cell2" style="width: 49.827%; height: 29.7969px;"><span class="ts12">Add</span>

</td></tr><tr style="height: 29.7969px;"><td style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Quick Add</span>**

</td><td style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + Q</span>

</td><td style="width: 49.827%; height: 29.7969px;"><span class="ts12">Quick Add</span>

</td></tr><tr class="row0" style="height: 29.7969px;"><td class="cell0" style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Edit</span>**

</td><td class="cell1" style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + E</span>

</td><td class="cell2" style="width: 49.827%; height: 29.7969px;"><span class="ts12">Edit</span>

</td></tr><tr style="height: 29.7969px;"><td style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Delete</span>**

</td><td style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + X</span>

</td><td style="width: 49.827%; height: 29.7969px;"><span class="ts12">Delete Button</span>

</td></tr><tr class="row0" style="height: 29.7969px;"><td class="cell0" style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Save</span>**

</td><td class="cell1" style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + S</span>

</td><td class="cell2" style="width: 49.827%; height: 29.7969px;"><span class="ts12">Save</span>

</td></tr><tr class="row0" style="height: 29.7969px;"><td class="cell0" style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Close</span>**

</td><td class="cell1" style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + C</span>

</td><td class="cell2" style="width: 49.827%; height: 29.7969px;"><span class="ts12">Close</span>

</td></tr><tr class="row0" style="height: 46.5938px;"><td class="cell0" style="width: 30.9384%; height: 46.5938px;">**<span class="ts12">Save and Close</span>**

</td><td class="cell1" style="width: 19.088%; height: 46.5938px;"><span class="ts12">Alt + V</span>

<span class="ts12">Alt + Y</span>

</td><td class="cell2" style="width: 49.827%; height: 46.5938px;"><span class="ts12">Yes</span>

</td></tr><tr class="row0" style="height: 29.7969px;"><td class="cell0" style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Save and New</span>**

</td><td class="cell1" style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + N</span>

</td><td class="cell2" style="width: 49.827%; height: 29.7969px;"><span class="ts12">New</span>

</td></tr><tr style="height: 29.7969px;"><td style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Print</span>**

</td><td style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + P</span>

</td><td style="width: 49.827%; height: 29.7969px;"><span class="ts12">Print</span>

</td></tr><tr class="row0" style="height: 30.5938px;"><td class="cell0" style="width: 30.9384%; height: 30.5938px;">**<span class="ts12">Tabs - Tab 1 Main</span>**

</td><td class="cell1" style="width: 19.088%; height: 30.5938px;"><span class="ts12">Alt + 1</span>

</td><td class="cell2" style="width: 49.827%; height: 30.5938px;"><span class="ts12"><span style="font-size: 11.0pt; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-NZ; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Selects 1st Tab</span></span>

</td></tr><tr class="row0" style="height: 30.5938px;"><td class="cell0" style="width: 30.9384%; height: 30.5938px;">**<span class="ts12">Tabs - Tab 2</span>**

</td><td class="cell1" style="width: 19.088%; height: 30.5938px;"><span class="ts12">Alt + 2</span>

</td><td class="cell2" style="width: 49.827%; height: 30.5938px;"><span class="ts12"><span style="font-size: 11.0pt; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-NZ; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Selects 2nd Tab</span></span>

</td></tr><tr style="height: 30.5938px;"><td class="cell0" style="width: 30.9384%; height: 30.5938px;">**<span class="ts12">Tabs - Tab 3</span>**

</td><td class="cell1" style="width: 19.088%; height: 30.5938px;"><span class="ts12">Alt + 3</span>

</td><td class="cell2" style="width: 49.827%; height: 30.5938px;"><span class="ts12"><span style="font-size: 11.0pt; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-NZ; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Selects 3rd Tab</span></span>

</td></tr><tr style="height: 29.7969px;"><td class="cell0" style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Tabs - Tab 4</span>**

</td><td class="cell1" style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + 4</span>

</td><td class="cell2" style="width: 49.827%; height: 29.7969px;"><span class="ts12">4th Tab</span>

</td></tr><tr style="height: 29.7969px;"><td class="cell0" style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Tabs - Tab 5</span>**

</td><td class="cell1" style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + 5</span>

</td><td class="cell2" style="width: 49.827%; height: 29.7969px;"><span class="ts12">5th Tab</span>

</td></tr><tr style="height: 29.7969px;"><td class="cell0" style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Tabs - Tab 6</span>**

</td><td class="cell1" style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + 6</span>

</td><td class="cell2" style="width: 49.827%; height: 29.7969px;"><span class="ts12">6th Tab</span>

</td></tr><tr style="height: 29.7969px;"><td class="cell0" style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Tabs - Tab 7</span>**

</td><td class="cell1" style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + 7</span>

</td><td class="cell2" style="width: 49.827%; height: 29.7969px;"><span class="ts12">7th Tab</span>

</td></tr><tr style="height: 29.7969px;"><td class="cell0" style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Tabs - Tab 8</span>**

</td><td class="cell1" style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + 8</span>

</td><td class="cell2" style="width: 49.827%; height: 29.7969px;"><span class="ts12">8th Tab</span>

</td></tr><tr class="row0" style="height: 29.7969px;"><td class="cell0" style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Memo</span>**

</td><td class="cell1" style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + M</span>

</td><td class="cell2" style="width: 49.827%; height: 29.7969px;"><span class="ts12">Memo</span>

</td></tr><tr class="row0" style="height: 46.5938px;"><td class="cell0" style="width: 30.9384%; height: 46.5938px;">**<span class="ts12">Attachment</span>**

</td><td class="cell1" style="width: 19.088%; height: 46.5938px;"><span class="ts12">Alt + T</span>

<span class="ts12">Alt + D</span>

</td><td class="cell2" style="width: 49.827%; height: 46.5938px;"><span class="ts12">Document</span>

</td></tr><tr class="row0" style="height: 29.7969px;"><td class="cell0" style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Reminder</span>**

</td><td class="cell1" style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + R</span>

</td><td class="cell2" style="width: 49.827%; height: 29.7969px;"><span class="ts12">Reminder</span>

</td></tr><tr style="height: 29.7969px;"><td style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Alert</span>**

</td><td style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + W</span>

</td><td style="width: 49.827%; height: 29.7969px;"><span class="ts12">Alert</span>

</td></tr><tr class="row0" style="height: 46.5938px;"><td class="cell0" style="width: 30.9384%; height: 46.5938px;">**<span class="ts12">Process</span>**

</td><td class="cell1" style="width: 19.088%; height: 46.5938px;"><span class="ts12">Alt + O</span>

<span class="ts12">Alt + G</span>

</td><td class="cell2" style="width: 49.827%; height: 46.5938px;"><span class="ts12">Go</span>

</td></tr><tr style="height: 29.7969px;"><td style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Barcode Print</span>**

</td><td style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + B</span>

</td><td style="width: 49.827%; height: 29.7969px;"><span class="ts12">Barcode Print</span>

</td></tr><tr style="height: 29.7969px;"><td style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">First button row</span>**

</td><td style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + 0</span>

</td><td style="width: 49.827%; height: 29.7969px;"><span class="ts12">Focus on Attachment or first button on top row</span>

</td></tr><tr style="height: 29.7969px;"><td style="width: 30.9384%; height: 29.7969px;">**<span class="ts12">Function button row</span>**

</td><td style="width: 19.088%; height: 29.7969px;"><span class="ts12">Alt + 9</span>

</td><td style="width: 49.827%; height: 29.7969px;"><span class="ts12">Focus on Add</span>

</td></tr><tr style="height: 30.5938px;"><td style="width: 30.9384%; height: 30.5938px;">**<span class="ts12">First grid line focus</span>**

</td><td style="width: 19.088%; height: 30.5938px;"><span class="ts12">Alt + I</span>

</td><td style="width: 49.827%; height: 30.5938px;"><span class="ts12"><span style="font-size: 11.0pt; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-NZ; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Highlights First Line on the Grid</span></span>

</td></tr><tr style="height: 30.5938px;"><td style="width: 30.9384%; height: 30.5938px;">**<span class="ts12">Close Button Focus</span>**

</td><td style="width: 19.088%; height: 30.5938px;"><span class="ts12">Alt + T</span>

</td><td style="width: 49.827%; height: 30.5938px;"><span class="ts12"><span style="font-size: 11.0pt; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-NZ; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Focus on Close Button</span></span>

</td></tr><tr style="height: 30.5938px;"><td style="width: 30.9384%; height: 30.5938px;">**<span class="ts12">Authorise Sales Order</span>**

</td><td style="width: 19.088%; height: 30.5938px;"><span class="ts12">Alt + Z</span>

</td><td style="width: 49.827%; height: 30.5938px;"><span class="ts12"><span style="font-size: 11.0pt; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-NZ; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Authorise document</span></span>

</td></tr></tbody></table>

</div>Keyboard keys will be indicated with a bold letter and underscore

An example of this is Debtors setup ([View keys](https://hugeerp10.co.za/hsofmanual/books/adm-configuration/page/debtor-search))

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-11/scaled-1680-/uRnimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-11/uRnimage.png)

---

#### Print Keys

Focus on Print - click enter to print

Tab between buttons

<table border="1" id="bkmrk-print-alt-%2B-p-print-" style="border-collapse: collapse; width: 67.6543%;"><colgroup><col style="width: 44.7898%;"></col><col style="width: 21.755%;"></col><col style="width: 33.2724%;"></col></colgroup><tbody><tr><td>**Print**</td><td>Alt + P</td><td>Print</td></tr><tr><td>**Email**</td><td>Alt + E</td><td>Email</td></tr><tr><td>**Email Self**</td><td>Alt + S</td><td>Email Self</td></tr><tr><td>**Close**</td><td>Alt + C</td><td>Close window</td></tr><tr><td>**Delivery Note**</td><td>Alt + D</td><td>Print delivery note</td></tr><tr><td>**Email Supplier**</td><td>Alt + R</td><td>Email supplier</td></tr><tr><td>**Picking Slip**</td><td>Alt + H</td><td>Print Picking Slip</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/5i4image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/5i4image.png)

# Froala HTML Editor Info

<span class="ts0">This function allows users to enter information into a word type environment.</span>

<span class="ts0">Text can be changed, images inserted and many other functions.</span>

<span class="ts0">These are available in the following sections</span>

1. <span class="ts0">Support log ticket</span>
2. <span class="ts0">Quote</span>
3. <span class="ts0">Manage Job</span>
4. <span class="ts0">Policy doc</span>
5. <span class="ts0">Time Log</span>
6. <span class="ts0">Sales lead</span>
7. <span class="ts0">Pre-inspection checklist</span>
8. <span class="ts0">Book-In</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2821).png)

# Desktop Shortcut Creation

<span class="ts10">Video training manual - </span>[Click Here](https://vimeo.com/356999073)

<span class="ts19"> </span><span class="ts0">Shows how to create a shortcut on the desktop</span>

<span class="ts0"> </span>

<span class="ts0">Replace the http://localhost with the online company access. This will look something like this https://webaccounting1.co.za</span>

<span class="ts0"> </span>

<span class="ts0">The fulll path can be https://webaccounting1.co.za/csp/ca1000506/wab/acck/startup.csp</span>

<span class="ts0"> </span>

<span class="ts0"> </span>

<span class="ts0"></span>

# Form Colours

<span class="ts20">Each window will have a certain colo</span><span class="ts0">u</span><span class="ts20">r scheme .</span>

<span class="ts20">For customer documents we will have three colo</span><span class="ts0">u</span><span class="ts20">rs,</span>

1.<span class="ts0">Light Yellow ( #ffe6b3 )</span><span class="ts20"> </span><span class="ts0">for quantity (Bold and centre)</span>

2.<span class="ts0">Light g</span><span class="ts20">reen </span><span class="ts0">( #90EE90 ) </span><span class="ts20">for selling price</span>

3.<span class="ts0">Rosy Brown ( #FFC1C1 )</span><span class="ts20"> for cost</span><span class="ts0"> price</span>

<span class="ts0">I</span><span class="ts20">n most cases numbers are always right aligned, however in some of the forms the amounts </span><span class="ts0">will be centre aligned </span><span class="ts20">for easy reading and editing</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2423).png)

# Date Buttons

#### <span class="ts2">Date Search Quick Buttons</span>

<span class="ts0"> </span><span class="ts0">In most of the Date from searches, there will be three buttons next to the date</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-01/scaled-1680-/6Hiimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-01/6Hiimage.png)

<table border="1" id="bkmrk-the-x-button-will-cl" style="border-collapse: collapse; width: 100%; height: 89.3907px;"><colgroup><col style="width: 6.56607%;"></col><col style="width: 93.4339%;"></col></colgroup><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-01/scaled-1680-/j31image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-01/j31image.png)

</td><td style="height: 29.7969px;"><span class="ts0">The **X** button will clear the date which will search ALL records in the past. Should you continue to click on the - button, it will keep going back a month at a time.</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-01/scaled-1680-/VnVimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-01/VnVimage.png)

</td><td style="height: 29.7969px;"><span class="ts0">The **-** button will first take the date on the date display to the first of the following month.</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-01/scaled-1680-/DV8image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-01/DV8image.png)

</td><td style="height: 29.7969px;">The **Yr-** button will take the date back 12 months</td></tr><tr><td>[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-01/scaled-1680-/p6kimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2026-01/p6kimage.png)

</td><td>The **+** Button will just forward a month </td></tr></tbody></table>

# Email Confirmation and Errors

<span class="ts0">The system sends out emails to an email server which can either be a SMTP server, Exchange Server or Gmail email server.</span>

<span class="ts0">When you send the email it routes it to one of these Mail servers and once the Mail server accepts it we log an entry that it was successfully sent and received by the Mail server .</span>

<span class="ts0">From there the Mail server sends it out to the particular person, however we do not know whether or not it was successfully received to that particular person .</span>

<span class="ts0"> </span>

<span class="ts0">The best way to check whether an email has gone out to that person is to copy yourself in on the Mail that has been sent. You set this up once and it will remember that setting for you .</span>

<span class="ts0">When emailing your document, click on Users and move your name over to the right box.</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2508).png)

<span class="ts0"> </span><span class="ts0"> </span><span class="ts0">To check the status of the emails sent, click on your username on the top right hand corner of the module and select printing status.</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2894).png)

<span class="ts0"> </span><span class="ts0">When you are in this menu, the search will be specific to you, click on search button to see all the emails sent out .</span>

<span class="ts0">Should there be an error on the sending out of the email, highlight that error and click on view to see the details .</span>

<span class="ts0">Then we can troubleshoot where the problem could be as to why the email did not get sent out.</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2571).png)

<span class="ts0"> </span>Error message

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2507).png)