Learn how to synchronize starting with Totals version 2.2

ayaz

Invoice Date and Currency Defaults
choose the configure button at the top of the line items when you editing an invoice to set default currency. go to store manager->preferences (by choosing the arrow)->defaults tab to set the default template. Kind regards, Ferhat

Comment by ayaz May 20 permalink
Invoice Date and Currency Defaults
Hi, which software? Totals or Invoice? You can set a default currency in both applications and selecting a default invoice (?) in none of them. Date can be changed in Totals http://www.kedisoft.com/kb/?n=Totals.ChangingTheDateFormat In Invoice it …

Comment by ayaz May 20 permalink
Support for Indian currency
Hi, you can test the version at http://www.kedisoft.com/totals. Yes, Totals should supports Rupee because it supports all currencies listed in your system preferences. We don't have an Android app, we only develop for Apple products. We plan an…

Comment by ayaz May 20 permalink
Anyone have suggestions on how to "archive" or hide/organize estimates?
Hi Mau, well, this is exactly what you can do with estimates :) Expand the folder for estimates in the left source and you will see the subfolders pen ding, approved and rejected. Additionally all estimates that were sent has a popup menu next to t…

Comment by ayaz May 18 permalink
Products / Articles and their usage in invoices / offers...
Hi Ulf, thank you for your post. You don't have to use the inventory control when using items (Artikel). You can still disable it in preferences->advanced. You can still add items (Artikel) and set the cost price in the catalog. Then you s…

Comment by ayaz May 17 permalink
How to make IC invoices ? (ex VAT)
Hi Dirk, you are going completely the wrong way! First, please let me ask, where are you adding taxes? Well, taxes are added to line items! No matter what template you use, the tax is hanging on the line item. It is up to you to display it on a da…

Comment by ayaz May 16 permalink
How to work with Lumina with more than one Mac
Hi Walfred, nope. Only the Lumina Cloud, which is designed especially for multi user purposes. Kind regards, Ferhat

Comment by ayaz May 15 permalink
How to work with Lumina with more than one Mac
Hi Walfred, thank you for your question. The database of Lumina can not be accessed from multiple macs at the same time. You will find the database on your Application Support directory (depends on AppStore or Webstore version)/Lumina/ or /com.kedi…

Comment by ayaz May 15 permalink
mail from app store totals update
Hi Bruno, here my questions from the email for the records. Are you using the built-in mail client from Totals? (Preferences->Email) Can you please check if the smtp details are correct? Some connections require TLS for instance. Can you plea…

Comment by ayaz May 15 permalink
Is there a away to list invoices by "title"
Hi, if you mean to display the first title line item from an invoice, this is not possible. However, you can change the display to list project names instead of document types. You can then create different projects for labor, sales, etc. Kind re…

Comment by ayaz May 13 permalink
Totals activation issue
no problem. great that it worked out for you :)

Comment by ayaz May 13 permalink
Totals activation issue
please don't post your serial number to the board. The serial number must work properly. 100% of the time it is a typo or some blank character heading or tailing in the serial number or registration name. The registration name is also case sens…

Comment by ayaz May 13 permalink
Totals activation issue
Hi Thomas, Totals doen't have licenses that expire. Can you please explain what exactly happens? Any messages or screenshots? Kind regards, Ferhat

Comment by ayaz May 13 permalink
Volume discounts
Hi, currently, one item can only have one price. Applying different prices is planned for the future. But I don't think that it will be implemented in version 2 because we already have so many new features to add to version 2 :) Thanks, Ferhat

Comment by ayaz May 12 permalink
db saved on dropbox
Can you please email your database to me? fa@kedisoft.com. Thanks

Comment by ayaz May 10 permalink
db saved on dropbox
Hi, which version are you using? Did you ever open your database with version 2.0.0? Kind regards, Ferhat

Comment by ayaz May 10 permalink
Applying Payments
Hi, you are doing it correctly. Payments will be applied automatically to the oldest invoice. EDIT: sorry, you wrote that it applies to the newest first. I checked it and it applies to the oldest first. Kind regards, Ferhat

Comment by ayaz May 9 permalink
Changing tax rate for one billing
Hi, Sorry, I didn't read your first post before. This is a fundamental function in Totals. Taxes are assigned per line item NOT per invoice. So if you are using the second tax for applying tax then you are doing it wrong. I would suggest to ch…

Comment by ayaz May 9 permalink
Purchase Order
Hi, Currently, we don't plan any updates on this. Finalize PO -> Item is delivered, Unlock PO -> Rollback stock. This is how it works currently. Kind regards, Ferhat

Comment by ayaz May 9 permalink
Is there a way to get my contact photos (their thumbnail image) to show on my secondary computer?
Hi, Currently not, sorry. Maybe in a later version when we start to support attachments. Kind regads, Ferhat

Comment by ayaz May 9 permalink
Text Alignment (EDIT) Found the text align tool :( Only tabs left ...
Hi, you can align text by double clicking the text box, select all with cmd-A and right align with cmd-shift-} or using the right alignment button at the top of the layout. For a short instruction about more exiting features of Totals you can also …

Comment by ayaz May 7 permalink
Missing section in User Manual
I would like to post the apple script that can export line items as csv. tell first document of application "Totals" set csvfile to "/Users/ayaz/Desktop/report.csv" do shell script "echo Date,Client,Invoice Number,Amount,…

Comment by ayaz May 7 permalink
My layouts aren't saving.
for those who don't want to use a public sync folder like Dropbox, I suggest own cloud http://owncloud.org Kind regards, Ferhat

Comment by ayaz May 6 permalink
sum carried forward
Hi, unfortunately this is not possible yet. Sorry. Kind regards, Ferhat

Comment by ayaz May 6 permalink
Stock Report - Sort by SKU
Hi, the sort already exists. It is named "Nr". Sorry if this was confusing. Kind regards, Ferhat

Comment by ayaz May 5 permalink
My layouts aren't saving.
Hi, I can not reproduce it (yet). It would be cool to know if there are any error messages in the console (/Applications/Utilities/Console.app). which os version btw? Kind regards, Ferhat

Comment by ayaz May 5 permalink
Icon Issues
Hi Mystakill, we are planning a big update for AppShelf. Kind regards, Ferhat

Comment by ayaz May 3 permalink
How to apply taxe to additional costs
Hi Thomas, well, forcing apples to be oranges is a half solution, that's correct:) The additional costs is really only for non taxable line items. There is no plan to add tax for additional costs. This would end up with two similar line item t…

Comment by ayaz May 3 permalink
How to apply taxe to additional costs
Hi Toma, the idea of additional costs is that they are never taxable. Therefore they will be listed on the invoice after tax is applied. If you need to apply tax then usual line items (Item+) is exactly what you need. Kind regards, Ferhat

Comment by ayaz May 3 permalink
Print without finalize?
pre-invoice is not an invoice. it is more confusing to have a print sign for an invoice which is actually not printed for the customer (older version of Totals did that by not finalizing a document before printing). Also why can you not print the do…

Comment by ayaz May 3 permalink

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Username: ayaz
Joined: February 2012
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Last Active: May 20
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ayaz

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