OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 1 Getting Started
Setting up OfficeMate
Setting up
OfficeMate
You can set up OfficeMate before you use it, or you can change your setup options
anytime while you are using the program. This section includes the following topics:
• Changing the Posting Date, 7
• Setting Up the Printer, 8
• Maintaining Locations, 11
• Maintaining Business Names, 19
• Maintaining Vendors, 20
• Customizing OfficeMate, 24
• Maintaining Resources, 37
• Setting Up Security, 47
• Changing Your Password, 53
• Maintaining Add-In Programs, 54
• Setting Up Preferences, 55
• Location Inventory Preferences, 71
• Setting Up Discounts & Packages, 75
• Setting Up Sales Tax Codes, 69
Changing the Posting Date
All OfficeMate transactions are recorded on the posting date. The Daily Transaction
Audit report is the only report that displays all transactions that occurred on a specific
calendar date regardless of the posting date. All other reports display transactions that
occurred on the posting date. If you change the posting date to record backdated
transactions, be sure to change the posting date back to today’s date after you are
finished recording backdated transactions.
Note
When you open OfficeMate, the posting date is the same as your
computer date. If you change the posting date, it will revert back to the
computer date when you close OfficeMate. Changing the posting date
on your computer does not affect the computer date on your computer
or other computers on your network.
From the OfficeMate Home Office main window, click Tasks, and select
Change Posting Date.
The Posting Date window opens.
OfficeMate Home Office User’s Guide 7