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FREQUENTLY ASKED QUESTIONS (FAQ)


Printing FAQ

Q: Why does my printer work in Windows, but not in ONTOP?

Q: How do I add a printer to the ONTOP System Manager?

Q: How do I print a check register?

Q: How do I print address labels?

Q: Why does my printer work in Windows, but not in ONTOP?

Your printer must be configured to work within ONTOP.

  • Exit ONTOP and press the Windows 95 start button.
  • Click Settings.
  • Click Printers.
  • With your mouse, Right click on the printer icon.
  • From the pull down menu, select Properties.

A printer properties box will appear.

  • Click the Details Tab
  • Next to the box that says Print to the following port, click the arrow to view available printer ports. Select the appropriate printer port (this may already be done for you). The driver will automatically be filled into the box below.
  • Click Spool Settings.

Check the Print Directly to the Printer box. Click Ok.

  • Click Port Settings.

Verify that the Spool MS-DOS Print Jobs checkbox is Unchecked. Click Ok.

  • Click Apply from the Details screen. Click Ok.
  • Click on the X in the upper right corner of the Printers Screen to close the window.

Your printer has now been configured to work in ONTOP.


Q: How do I add a printer to the ONTOP System Manager?

Some printers may not exist in the ONTOP System Manger and therefore must be added.

To see if your printer exists, enter the System Manager module.

  • From the main screen select Printers.
  • Select Commands.

A list of printers will appear on the left side of the screen.

  • Type the first few letters of your printer manufacture to search for your printer.
  • If your printer is listed, you are in good shape. You can exit the System Manager and choose the correct printer when printing within ONTOP.
  • If your printer is not listed, you will need to add it. This may require obtaining command codes from your printer manufacturer.

To Add a printer:

  1. Highlight the printer that most resembles the one you would like to install (ie, if installing an HP laserjet 6P printer, and HP laserjet II is the closest description listed, highlight the laserjet II).
  2. Press the "insert" key to add the new printer.
  3. Change the name of the printer to match the printer you are adding.
  4. Type in the correct setup string, ending string and command codes (ie pica, elite etc). These are the codes from your printer manual.
  5. When finished entering the correct codes, press "Control + Enter".
  6. Now from the printer list press "Alt + P" to print a test page.
  7. If the test page looks ok, your printer has been successfully added. If any lines on the test page do not look correct, the command codes for the incorrect fields must be changed.

Q: How do I print a check register?

There are two ways to print your check register or account transactions.

  1. To print a summary of a specific account, enter the GL module and Banking. With the specified bank highlighted, select Statements ("Alt + S"). The "statement from" field will be showing 1, press "Enter." The "statement to" field will be showing 999999, press "Enter." All transactions for the current year will be displayed on your screen. (NOTE: Only reconciled transactions will be displayed. For an accurate list first reconcile your account).
  2. From the GL module, select reports ("Alt + R"). Select Account Transactions ("A"). The account code is the account number for the account you want to report on. (eg. Checking account = 2100). If you would like your report to reflect only the one account, enter the same account code in the "to" field. If you would like your report to reflect more one account, enter the account code you would like to finish with in the "to" field. (leave to from and to fields blank to report on all accounts). The "date from" and "date to" fields should be filled with the range that you would like your report to reflect. In a checking or cash report, select "C" for cash transactions in the next field. The following two fields can be left blank. Press "Enter" to print the report. After the report has been built, you can print the results to your printer by selecting "P" or to your screen by selecting "S."

Q: How do I print address labels?

If you just need a label for one customer, use the Reports option on the Customer screen.

  • From the customer list in Accounts Receivable, highlight the customer name you would like to create a label for.
  • Press "Alt+R" to select Reports.
  • Press "L" to select labels.
  • A list of report formats will be displayed on your screen. Choose the label you would like to print and press "Enter." You have the option to print to your screen first to view the label.

Note: Common label choices are A1 and L1.

To print groups of labels, use the User Defined Reports option in the Xtra AR Reports module. This option gives you greater flexibility. You can print labels for customers in one zip code, customers with invoices in a specific date range, or customers with one salesperson.

  • From the XR module, select "Customer."
  • Select "User Defined Reports."

The following screen will allow you to define the parameters that you would like to base your report from. If you leave a field blank, all options will be used.





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9700 SW Capitol Hwy. Suite 100
Portland, Oregon U.S.A.
Phone: (503) 977-0200 Fax: (503) 977-0222
Web: www.ontop.com Email: mail@ontop.com