Category |
Question |
Answer |
| Backup Data |
How do I backup/copy ImagineTime? |
ImagineTime has only one file that you
need to backup: TBdata.mdb. The rest of the files are recreated
when you install the program. The tbdata.mdb file must be
backed up using your existing backup software, or it can
be copied to a CD, or Zip® drive. It is too large to
be copied to a floppy disk.
You are responsible for making the backup
copy - ImagineTime will not remind you. The location of
the tbdata.mdb file is shown in the middle of the "About"
screen next to the caption "Data". The "About"
screen can be accessed by double clicking on the ImagineTime
logo in the center of the main menu. |
| Bad Debts |
How do I write-off a bad debt? |
Go to the Enter/Edit Payments screen and
enter a payment for the bad debt amount as you normally would,
except check the box that says "Bad Debt/Write-Off"
on the right side of the payment section - see the help for
this screen. |
| Closing |
When do I close out the ImagineTime®
system? |
The answer is never...please see the help
for Update Audit Snapshot. |
| Dashboard |
I go into the billing dashboard,
but it doesn't seem to work. Some of the functions are missing. |
If someone else opened a global billing
session, you are limited to viewing and printing work in process
until that session is complete. Advise the individual to exit
the session and re-login under a specific partner or manager
id. We suggest you go to utilities and run the show users
function to determine the users on the system.
Also, PLEASE NOTE: In the event that during a previous
billing session a user was unable to exit the dashboard
in the normal fashion (windows locks up, power surge, etc),
it will become necessary for you to manually uncheck the
global billing option to restore use of all functions. You
can do this by simply un-checking the global billing session
box on the open dashboard screen. The caution message should
be read and then click OK. For more help on this item, see
the Billing Dashboard.
|
| Dashboard |
I am in the dashboard, I know
I have entered time for a particular client, but I can't find
them on the dashboard. |
You have forgotten to setup a Billing Partner/Manager
on the account data tab of the Enter/Edit Clients screen (A1).
Assign the client to a partner in that screen. |
| Dashboard |
The Billing Dashboard is too
large, how can I adjust the size? |
Go to the Invoice/Billing options area of
the dashboad by clicking the button at the top right of the
dashboard. In the tab for dashboard options, click on the
check box at the bottom right that labeled "Shrink Dashboard
to smallest size". Next, close and reopen the dashboard. |
| Dashboard |
If I am logged in to the dashboard,
can others generate bills as well? |
In the multi-user version of ImagineTime,
more than one user can be in a billing session under their
own ID.The exception to this is a global billing session.
Only one person at a time is allowed to perform a global billing
session, which allows a supervisor or system manager to affect
all staff members accounts. If this is the case, no one else
is allowed to process bills, they will need to wait until
the individual performing the global billing session has exited.
On the login screen a message will alert you if a global billing
session is already in use. |
| Dashboard |
When I print bills, I am not
getting the results that I expect. |
Please Clear the Dashboard by clicking on
the button at the top of the dashboard screen. This resets
the dashboard and gives you a fresh start. Please note that
any pending bills will be deleted when you perform this function. |
| Dashboard |
I can't login to the dashboard,
it tells me someone else is already logged in? |
See the answer for missing functions in
the dashboard section. |
| Malfunction |
When I open a program I get
an error with a similar numerical value i.e. 3639, what should
I do? |
There are several things that could
be preventing the normal operation of the program. Please
review and perform the first two steps below before contacting
our technical support department:
- You may have installed the
incorrect version of ImagineTime. If you
selected the MS Outlook® option on installation or
upgrade, you must have Outlook version 9.0 on Office 2000
systems, or Outlook version 10.0 on OfficeXP systems.
Click on the ImagineTime logo in the middle of the main
menu and review the application reference for Outlook.
The description will let you know if there is a problem
with this feature. In that event, you must reinstall the
correct version of ImagineTime®.
- The Microsoft Access runtime®
has been corrupted by another program. Put
the ImagineTime installation disk in the CD-rom drive
of the affected computer. Cancel the installation. Using
the Windows Explorer®, browse to the CD-Rom directory
labeled "ART". Locate the setup file inside
that directory and run it by double-clicking on it. Follow
the instructions to reinstall the MS Access® runtime.
- If you are using Windows 98® or
below, you may need to update the Microsoft Access Data
Components to at least version 2.1 - contact our support
department.
|
| Malfunction |
The client balances on the
screen don't seem correct - what should I do? |
Go to (C1) and run the Update Client Balances
utility. |
| Manual |
How do I print the manual? |
From the main menu of ImagineTime®,
press the {F1} key on your keyboard. The help manual should
open. Click to highlight the table of contents entry referred
to as "ImagineTime Manual". Click on the "Print"
button at the top of the screen. Select the option "Print
the selected heading and all subtopics" to print the
entire contents - about 150 pages. |
| Passwords |
I forgot my password, how do
I get in to the system? |
ImagineTime® ships with a default
staff person of "OpenBal" using the password "BWS".
If you have not deleted this default staff person, you can
use the login. Click on the drop down list at the login
screen to see if the "OpenBal" staff person still
exists. If it does, login as the openbal staff, enter the
(A2) Enter/Edit Staff screen, find yourself and re-enter
a new password.
If you have deleted the "OpenBal"
staff and no one else has system manager rights, you will
need to contact our technical support department for assistance. |
| Payments |
Can I enter a payment into
the system, but not apply it to an invoice?
|
Whenever you enter a payment in the Enter/Edit
payments screen of the ImagineTime system, it will save the
payment and a message will alert you that "The payment
is saved, do you want to auto-apply it to an invoice?"
If you do not want to apply it to an invoice, you don't
have to. The payment will show as a credit balance and you
can allocate the payment to invoices at a later date. You
can view and apply these unapplied payments in the Auto
Apply Payments menu option under utilities, or return to
the payments screen locate the client and using the navigation
bar scroll back thru payments to locate the unapplied item.
At that point, auto or manually apply the payment as you
would in normal situations.
|
| Repair |
I can't open ImagineTime. I
get an unrecognized database error - what should I do? |
You must repair and compact the database.
See the Help for General Utilities, Menu Option (C8). |
| Repair |
The database is behaving erratically,
some of my clients do not appear in the lookup lists. |
You must repair and compact the database.
See the Help for General Utilities, Menu Option (C8). |
| Setup |
The ImagineTime screen is too
large or small, how can I adjust it. |
Right click on your Windows® desktop
and select properties. Next, choose settings. On the settings
tab, either increase or decrease the resolution by one level.
Click OK and wait for the system to adjust your settings.
You should also check the "Advanced"
tab to determine if you are using "Large Fonts".
Large fonts can cause the screen to be too big. In that
case, select "Normal fonts". Click OK and wait
for the system to adjust your settings. |
| Time Entry |
I am a billing clerk and I
enter multiple time slips for different partners. Sometimes
they are all for the same thing, like 1040 work, is there
a way to expedite the process for similar time slips? |
Yes, using the Repeat function at the top
of the Enter/Edit TimeSlips screen. You can click on the specific
features you want to repeat such as rate, work code, date,
or hours before entering the first time slip. These items
will then repeat for each new time slip entry for each client,
quite a time saver! |
| Time Entry |
Our firm is a small one where
we would like all of the staff to enter their time and to
be able to view some reports. We want to restrict their access
to other sensitive areas of the system. Is there a way to
do this?
|
Yes, ImagineTime allows you to setup
passwords and access levels for every staff member and every
menu option. During initial system setup, you can activate
a security feature that requires password access to the
entire ImagineTime program. Then, you can review the menu
options that appear in the Menu Passwords & Rights main
menu and determine which menu tasks will require password
access.
The System Administrator has the ability
to require a password for EVERY menu item. In addition,
you can choose between read-only constraints versus a full
rights option. The read only allows a user to look at the
screen, but not make any edits. The full rights option allows
a user full access to the screen or report. When entering
staff members in the Enter/Edit staff screen, your firm
controls which access levels are appropriate. YOU CONTROL
the access rights for the entire ImagineTime program. |
| Upgrading |
How do I update my software
to the newest version? |
You must have a support agreement with Bothworlds
to receive program updates. Call our sales department if you
are interested in this feature - 1-877-520-1525 ext 201. If
you already have support, please review the instructions for
upgrading ImagineTime®. |
| Upgrading |
I upgraded my version,
but now I can't find my data file? |
If your data file is in a network
or other non-standard location, you must re-link to it. Please
read the help for menu option (C8), general utilities, for
relinking to your data file. |
