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Posts posted by N_C_H_OMG

  1. On Inventoria:

    (1) Open Inventoria.

    (2) Options -> Other -> Advanced Settings...

    (3) Check “Allow Express Invoice, Express Accounts, or Copper to synchronize with Inventoria.”

    (4) Access Authentication Code: Enter a number or password that is hard for others to guess. Sometimes I use "123456" for testing.

    (5) Click OK.

    Leave Inventoria running.


    On ExpressAccounts:

    (6) Run Express Accounts.

    (7) Options -> Inventory.

    (8) Check “Allow Express Accounts to synchronize with Inventoria”

    (9) Access Authentication Code: Enter your code again here from Inventoria

    (10) IP address: Enter if ExpressAccounts and Inventoria are running on the same computer. (Otherwise, you may need to go back to the other computer and visit www.whatsmyip.org or use another approach to see the IP address of that computer.)

    (11) Enter the port number, which is 1097 for Inventoria by default (unless you changed to something else)

    (12) Location name: Click "Retrieve Locations". Then select a location from the drop-down. If you haven't changed the defaults in Inventoria, it will be "Main Warehouse".

    (13) Click "Update now" to make sure it works.

    (14) Click OK at the bottom of the window.

  2. have you tried:

    - 'View -> Payments of Accounts payable' under Purchases tab,

    - 'Payments of Accounts Payable Report' in Reports tab

    - 'View -> Suppliers', then right click on a supplier and click Statements. This would give you individual supplier statement.

    - 'View -> Accounts payable' has status of each of the accounts payable.


    I wonder, what version of ExpressAccounts are you using? If it is too old, some of the stuffs I said might be different or you may need to update. I think, the current version is 4.86.

  3. 1. There is a check box in 'Options -> Inventory' to 'Show warning for items that aren't in stock'. My guess is, if you tick that it should show warning, although I have not tried it myself.

    2. I suggest create a backup first for everything from 'Tools->Back up data'. Then, uninstall Express Invoice including all data (it should ask you when uninstalling). Finally, re-install it.

    3. Not sure what you meant there.

  4. I'm not sure what exactly you are looking for. However, invoices in ExpressInvoice do have 3 different states: Not Paid, Partially Paid, and Paid. The status automatically changes when payments are applied, and I am assuming this is the only way to close it. I guess, the first 2 states can be viewed as 'Open' and the final 'Paid' can be viewed as 'Closed'.


    Hope this helps!

  5. Flyfisher's suggestion is good. Here is another suggestion:


    Create a separate invoice for each of the service date, and generate a 'customer statement'. Customer statement can be generated as following:

    - Go to 'View' -> 'Customers',

    - In the customers list window, select the desired customer, right-click on it and select 'Statement'

    - It lets you preview, print, email and save the statement.


    If you view the statement, you can see that the first column is date column for each of the invoices.

  6. You can try changing the text attributes in Options.


    In version 4.85:

    - Go to Options -> Page Styles -> Text (tab)

    - Select "Set text attributes for each section"

    - Click on different sections there and change size to 'Larger'. (You may also try changing font).

    - You can also preview the change by clicking 'Preview template' button in the 'Page Styles' page.


    Depending on version, the above settings may be located in different Options page.


    Hope this helps!

  7. Changing invoice numbering through 'Invoice options' only applies to new or future invoices. Once an invoice is created, one should not change its number by editing it. As this may create linking issues with any applied payments for the invoices, any applied credit notes or bank checks, etc.


    One option is to delete the invoice, and create new. Before creating new, change the numbering in Options->Invoices to what you wish.


    [Edit: I just saw your other post]

    So, if you want to use same invoice details to generate new invoices multiple times, editing invoice number won't help because it won't generate second invoice for you. Having said that, there are few ways to generate multiple invoices:

    - Use recurring invoice feature if your invoice needs to be generated strictly on periodic basis (weekly, monthly).

    - Otherwise, create a quote, never delete it and convert that to invoice every time you need one.

  8. - Try copying the folder ExpressAccounts-Backup-2014-03-25 to your Desktop.

    - Check inside the folder. It should contain many sub-folders in it, such as Accounts, Invoices, orders, etc., otherwise something wrong went with your backup process.

    - When restoring, at 'Select Backup File' browse window, navigate and select the top folder 'ExpressAccounts-Backup-2014-03-25'. After successfully selecting, the 'Restore File:' input box should show entire path of the folder, for example, if you selected the one on Desktop folder, it may say: "C:\Users\<your user name>\Desktop\ExpressAccounts-Backup-2014-03-25"

  9. Backup/Restore would help in this situation.


    First on old laptop:

    - Click 'Back up data' under top-left 'Accounts' menu.

    - Select 'Back up to a Network folder' and 'Select a desired folder' location

    - Click 'Back up now'.

    - It should have created a backup folder of all the data. Copy the backed up data to a USB/external/network drive


    Finally, on the new destop:

    - Load the USB/external/network drive.

    - Install ExpressAccounts,

    - Click 'Restore data' under the 'Accounts' menu.

    - Read the warning and click 'Restore from backup' if you agree.

    - Select 'Restore manual backup' and 'Select the backup folder'

    - Click 'OK' to restore.


    Hope this helps!

  10. My thoughts:

    - If your EI versions says v3.70, it should be same. Your settings might have changed though.

    - I am not sure what there was in v3.70, but check 'Options ->Tax'. There may be an option to set default tax. In current version it is:

    "By default items have this tax rate:". Make sure to select "None" from the pull-down-list, if that's what you want.


    Hope this helps!

  11. Under Reports tab, there are some reports that could be of help in your case, such as, 'Accounts Receivable Aging Report', 'Unpaid Accounts Report' and 'Customers Report'.

    You can also view individual customer statement from 'View->Customers' window.

  12. I guess sorting the Invoices list table by 'Amount' column would help.



    - Open 'Invoices List' window,

    - Filter the table list by specific period, start/end date or customer field.

    - Then, click on 'Amount' column header to sort.


    Have a nice day!

  13. This is available in current website version.

    For invoices:

    - Open Invoices list window,

    - Select a desired invoice from the list

    - Click the 'Email' icon on top toolbar,

    - [A new window should open up] Select the 'Include the invoice in the body of the email'.

    - Fill in other details appropriately, and click 'Send' button.



    For quotes:

    I don't think the feature is available for quotes, but it is possible to send the payment link in the body of the email.

    - Follow the similar steps as above from quotes list window.

    - Put the payment link in the text-box that says 'You may enter a comment to be included in the email.'

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