N_C_H_OMG

I agree that there isn't obvious 'creditor/supplier' statement or report in Ex-Accounts. I think there are ways around. You could do following to get the what you want from the 'View' menu.

Purchase orders: You can select the desired supplier in the 'Supplier' pull-down-list or select the period from top toolbar.

Accounts Payable: This shows how much you owe each supplier

Journal: It has purchases and payments tab, where you could find desired information.

I don't think emailing receipt feature is there in Copper.

If you really really need it, I suggest install a pdf or xps document writer driver/software for your printer. It resembles a virtual printer device. Usually, most computers already have these. if not, you can easily install one from internet. When printing a receipt from Copper, select the pdf/xps document writer device in 'printer select' dialog. It'll save the pdf/xps document at the location you provide. Finally, send the receipt as an email attachment from your email client.

What version of Express accounts are you using? It sounds to me like you do not have the latest version of Express Accounts with the Inventoria integration feature.

You should be using Express Accounts for your invoicing as well and not trying to sync Accounts with Invoice. I suggest just do everything in Express Accounts.

They are integrated now for Windows OS. Download latest versions of both program.

make sure that javascript is enabled in your browsers.

In Options, go to Invoice layout -> Content tab,

uncheck "Add Overdue text to invoices that are overdue", and click 'Ok'

1. I am guessing, it marks as 'Overdue' up-until payment is applied to the invoice, as there is no specific due date for COD. You could simply turn off to not print overdue in Options.

2. Under Options, go to Invoice Layout -> Style. Scroll down to 'Text Block positioning'. See if you have logo selected there in one of the pull-down-list, and click 'OK'.

Hope this helps

I don't think 'Recurring invoices' gets automatically recorded as Sales. You have to 'Run' selected recurring invoices from the list. Try this:

- Go to 'Sales' tab

- Click 'View' button, and select 'Recurring Invoices'.

(You should see list of your recurring invoices.)

- Select desired invoices from the list and click 'Run' button on top of the window.

It lets you choose a liability account under the 'sales tax paid' option. Also, it seems they redesigned many things, including main-window layout with colorful buttons. I'm not sure whether I like this new look.

This issue seems to be fixed in current release.

I think, it does update automatically, once the initial setup is complete and running.

In Inventoria:

-- Open the Options dialog, go to the Other tab, click on Advanced Settings;

-- Check the box marked "Allow Express Invoice, Express Accounts or Copper to synchronize with Inventoria";

-- For the Access Authentication Code, enter an alpha-numeric sequence that is not in use by another business in Inventoria.

In Copper:

-- Open the Options dialog, go to the 'Sync Apps' tab;

-- Check the box marked "Synchronize this installation of Copper as a Client of Inventoria or Copper";

-- Enter the 'Access Authentication Code' being used by the Link-Sync server in Inventoria;

-- Enter the 'Address or IP address of the computer' on which the Inventoria app is running;

-- Enter the 'port number' used by the Inventoria app;

-- Enter a location name used for this business profile (alternatively, click the "Retrieve Locations" button and select the desired location name from the PDL).

Note: Both programs need to be running for syncing to work.

I think, the feature is available only on Windows OS builds.

Yes.

When entering a new item, scan the item's barcode in 'Item Code' field.

Sell the item simply by scanning it with barcode reader on main window.

First activate 'Web Access' feature:

- Go to Options -> 'Web Access' tab.

- Click on the checkboxes.

- Click OK

Then, set up web accounts:

- Go to Option -> 'Web accounts' tab.

- Click 'Add' to create a new account

- Enter details, make sure 'Account Enabled' checkbox is ticked, select Organization.

- Click 'OK'

Check if it is working:

- From Reflect main window, click the 'Web' button on the top toolbar.

- It should bring up a login page. (If not, restart Reflect).

- Enter login details from the web account you created.

Deleting the Copper .app file does not uninstall it properly. I am not familiar with Mac, but I guess there must be a Mac uninstaller that also removes a program's hidden data folder. Google 'Mac uninstaller' to find one. Then, uninstall Copper using the uninstaller. This should delete the Copper's password stored-folder. Please beware that, it possibly also deletes all previous items, transactions and everything related to the uninstalled app.

Yeah, I personally find ASK toolbar (or any other toolbar) very annoying. I do not install them, or uninstall them immediately. NCH should get rid of it.

I can see the integration on Windows version. I guess, for Mac it's not released yet.

Why do you think they are trojan laden? What anti-virus/malware scanner did you use?

- First, export your contacts from ACT in CSV format.

- Run Reflect, go to 'Contact' tab, and click 'Import' button on toolbar.

- Browser dialog should appear. Locate your exported file, and click 'Open'

- 'Match CSV Fields' dialog should appear. Match 'Contact Fields' column entries to 'Matching Import Fields' entries.

- Once matching is done on desired import fields, click 'OK'.

I have just been told, the integration feature is released now. You need current versions of Inventoria and Copper for this to work.

What version of Copper are you using? Are you on MAC or Windows?

On my Windows 7 machine with Copper version 1.22, I can import items easily. The "Copper Fields" column has 'Code, Description & Value' entries.

Not sure what you mean there. If you are saying: is it possible to access the customer databases over the internet?, the answer is yes.

You need to activate 'Web Access' feature (in Options), and set up 'Web Accounts' (also in Options).

I found the 'fiscal year end' settings in 'Options -> Company' tab.

After reading through above description, I think, this is a bug in Express Account. Many countries/places do assign 'Sales Tax Paid' to 'Asset' or 'Negative Liability' type. I'm going to file a bug report on NCH website.

I guess, try Options -> Numbering.

Change the order number to what you'd like. Create a new order. Change it back once done.