Progress with the Cashbook Sage 300c Web UI's Development

Product Tips

Cashbook

Requirement: I have a Cashbook bank account with sensitive transaction data (e.g. salary and wages) to which I want to restrict all user access unless the user is authorized to access the bank account.

Solution: Use the bank security feature in the Cashbook Bank Accounts Security tab to prevent users from accessing any information related to the bank code unless the user is granted access to the bank code.

Product Tips

RecXpress

Requirement: I need to update the bank format list in RecXpress with the latest bank formats and bank format updates.

Solution: The RecXpress bank format record layouts are updated to a database table in the Sage 300 Company database when the “Update Bank Formats” function is run.

To ensure you have the latest bank formats do the following:

• Go to C/B Setup | License Activation and run the “Check for Product Updates” function to install the latest Cashbook Hotfix.
• Log into each Sage 300 Company and go to C/B RecXpress Setup | RecXpress Bank Formats | File and run the “Update Bank Formats” function.

Product Tips

EFTXpress

Requirement: I need to setup the fields in EFTXpress to export the relevant information required for my specific EFT bank format to the EFT file. How do I know which fields are exported to the EFT file for my bank format?

Solution: In C/B Setup | Setup EFTXpress Banks you can view the record layout of the bank format by selecting the Zoom button next to the Bank Format name.