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Entersoft - Analysis and Systems Development
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Entersoft OuroCash™ - Instruction Manual
System for Financial Control
2.20 - How to use the "Appointment Schedule" module
Entersoft OuroCash™ also comes with a calendar of appointments to help you
organize your daily tasks. You can access it through the main menu of the
application by clicking on the icon next to it.
When you access the module for the first time, this screen will be displayed below:
In fact, this module allows you to manage numerous agendas individually, one for each professional or
sector of your company, and organize each of them separately.
To create new agendas, simply click the "F7 - New Agenda" button:
Then enter a name for your agenda and click the "OK" button.
It is through the "Select a agenda" option in the
upper left corner of the screen that you can filter
which appointments will appear in the preview grid...
* If no agenda is selected in this list, appointments for
all calendars are displayed, as shown below:
Within the "Datebook" module you can also quickly view all the accounts you have to pay in the day,
everything you have to receive on the day, the outstanding checks, and a quick way to check phones.
How to include new appointments in the agenda?
Click the "F2 - Include" button and the following screen will appear:
Then just fill in the fields below:
When you have finished filling in the fields, click the "F4 - Save" button and the appointment will be
registered:
How do I delete or change calendar appointments?
Simply select the appointment in the grid by positioning the cursor (black stripe) on the desired item,
and click the appropriate button: "F3 - Delete" or "F5 - Edit".
Clicking on the "Edit" option will display
the next screen, allowing you to make
the necessary corrections...
Remember to save your changes.
If you choose to delete the appointment, simply confirm the deletion.
Can I print calendar appointments?
Yes, you can print the appointments for the current day by clicking the "F9 - Print Day" option, or print
the appointments for a longer period by clicking the "F11 - Print Period" option.
When you print your schedule, you can also print the financial commitments that are pending on the
day, as shown in the example below:
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