Speed Toolbar

The speed toolbar includes seven buttons or icons, which gives you quick and easy access to those menu options or functions, which you may frequently use. You only need to click on any of the selected speed buttons or icons to access the menu options. The main speed toolbar is located beneath the seven main menu options (File, Edit, Input, Reports, Setup, Tools and Help).

The Samurai theme is used in this documentation. The icons or speed buttons in this document may differ, depending on the theme you may select on the Setup-Preferences-Theme menu option.

The icons or speedbuttons are as follows:

1. Open - Open any available Set of Books on your system.
2. Backup / Restore - Select to create a backup disk or to restore the data in a Set of Books from a backup disk.
3. Batch Entry - To enter transactions in batches or journals (sales, purchase, payments, receipts, general journals, etc.)
4. Invoice - To generate, create or edit, documents (transactions from your stock item code file) for your debtors (customers) or your creditors (suppliers).
   • To access documents for your debtors (customers), you may click on the down arrow to select one of the available sales documents (quotes, invoices or credit notes) and point-of-sale invoices.
   • To access documents for your creditors (suppliers), you may click on the down arrow to select one of the available purchase documents (orders and purchase documents).
   
   If you click on the Invoice speed icon, the Document Entry screen will be displayed in which you may select any available document from a list if you wish to process any other document that an Invoice.
5. Reconciliation - To do a bank reconciliation for each of your bank accounts.
6. Open Item Link - To edit and change the Open item ageing processing for your debtor and creditor accounts which is created as an open item account. If General Ledger Accounts are specified, in the Setup→Preferences→Data Parameters menu option, Open item processing may also be performed on general ledger accounts.
7. Search - To launch the Inspector in which you may define criteria to search for specific records and files in a Set of Books.
8. OSC-Import - This icon will only be displayed on the speed toolbar, if the OSC-Plug-in has been installed. You may download this plug-in on our page at the Sourceforge website http://www.sourceforge.net/projects/osfinancials/.

Open Source Commerce (OSCommerce) plug-in is now available to do online trading at their website http://www.oscommerce.com. When ordering goods you have the option to configure osFinancials and import goods as stock items and generate documents for the goods purchased on the online store. </li>

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If no Set of Books are open, only the Open and Backup / Restore icons will be active.