Help & Support

Customer Help And Support

Our mission at Proficient Business Systems Inc., is to earn and maintain long-standing business relationships with our customers by providing reliable software solutions and customer support, at a reasonable price. We run our business with integrity and always deliver what we promise.

Our company's reputation has been built on years of experience, expertise, knowledge and an immeasurable value for customer satisfaction and feedback. When you purchase or lease TSEFS, for the first four (4) months, to help you get up and running quickly, an experienced personnel with a thorough knowledge of the acquired software, is assigned to your account. During this period, you will receive and enjoy consistent and direct hands-on support via telephone and email, from the assigned professional.

Customer or technical support does not, or should never end after four (4) months, because ever so often in a business environment, new issues, questions, changes, etc., do pop-up. We offer customer and technical support for the duration of all lease agreements and four (4) full months on all TSEFS purchases. You can continue to receive customer and technical support with updates, by subscribing to our Annual Software Maintenance And Support Plan, after the initial plan has expired.

With a history going back to 1983, the proven reliability of TSEFS, the knowledge, experience and responsiveness of our support team, you can rest assured that we do have the software, expertise, experience and knowledge, to help you manage your business. You are invited to join our rapidly growing family of satisfied TSEFS users, who are already reaping the benefits from choosing a dynamic and winning business solution.

Following are a few useful Tips and Reminders

1. How To Install TSEFS

2. TSEFS Data Entry Rules & Tips

3. TSEFS Year-End Closing

Payroll Year-End

Financial Year-End

Back to Top
How To Install TSEFS

If TSEFS was supplied to you on a CD or DVD, the setup and installation process will start automatically when you place either the CD or DVD in your computer's drive. The following tips and guidelines, though very similar to most TSEFS installations, are for first time installation of self-extracting TSEFS (including 30 day trials and demos) files which were downloaded from our website.

1.

After TSEFS download is finished and saved on your computer, the next step is for you to to locate the downloaded (TSEFS_***.EXE) file. In some cases the file will remain visible in a window on your computer. If you cannot see the downloaded file on your computer, you may choose to use the My Computer function to first locate the download directory where the file was saved, then locate the downloaded and self-extracting TSEFS_***.EXE file.

2.

Double-click on the self-extracting TSEFS_***.EXE file to start extracting the files within TSEFS Package. The installation/setup process will start automatically after all of the files have been extracted.

3.

When  prompted click on the Setup option on the setup screen, then accept all default settings while following the instructions on the screen. This is very important to ensure that the included demo data will be copied to the default folders.

4.

If at anytime you receive a message stating that the file you are trying to copy is not newer than the file on your system, always choose "Yes" to keep your existing (current) file. Although we make every effort to include the latest .dll(s) and .ocx(s) files, there are times when a computer may have newer (later signing dates or versions) than the ones that we include in the distribution package.

 

N.B: It's always best for the installation program to check if these files already exist on your computer rather than to exclude them. This does not harm your computer in any shape or form.

5.

After the installation/setup is completed, click on Start from your task bar, select All Programs, locate and click on TSEFS Advanced Edition, then double-click on TSEFS. This will start TSEFS.

6.

Click on Log In on TSEFS Introduction screen.

7.

On TSEFS Advanced Edition Log In Screen, press the Enter key to accept the highlighted company ID and Name. Next press the Enter key at the password field (there is no password).  Change or accept the current date then click on Sign In. TSEFS Master Menu will appear from which you can choose any of the modules you wish to explore.

Back to Top

Quick Repeat Billing Tips

a.

Use "Process Sales Orders" function from the Sales Order Module to do a one-time setup of your current and all future repeat billings.

b.

As the Order Type, you must select "6 - Repeat Billing" for each repeat billing.

c.

Use "NON" as the product code, each product description can be 600 characters (i.e 20 lines @ 30 characters per line). For long descriptions use "MES" instead, to list everything you want to show on the bill or invoice.

d.

In the order detail, enter the number of months for the billing duration under the Ordered column.

e.

Under the Shipped column enter the quantity to be billed on each invoice.

f.

A unit price must be entered under the Price column.

 

Each time you use the already created billings to generate invoices, a new batch of repeat billings will be created when the invoices are posted to your A/R, G/L, etc.

Please feel at ease to contact us at support@proficientbiz.com for any further assistance.

Back to Top
TSEFS Data Entry Rules & Tips

TSEFS requires data to manage your business effectively and relies wholly on you ‑ the user to supply the necessary information.

Labels, text boxes, combo boxes, list boxes, check boxes, date controls, option buttons and flex grids have been strategically arranged on forms to allow users to enter data.

While the method of entering data in TSEFS is consistent with most MS Windows based applications, we have also incorporated some unique features to make this financial software package more user friendly and easier to use.

Most data fields are of pre-determined fixed lengths and will only accept and record the maximum number of characters allowed.

Where mandatory, lower case characters are automatically converted to upper-case characters.

When entering data, you can either press the Enter key or click on another field when you have completed that particular entry.

The Enter key is also used to move from field to field.

If an entire field or a portion of a field is highlighted in a text or combo box, anything that is entered will replace the highlighted characters.

Pressing the F4 key when the cursor is blinking in a combo box, will show the contents of the box, after which, you can use the up or down arrow keys to move through the list, then press the Enter key to accept your selection.

As you type characters into the text area of a combo box, any matching entry found in the list, will appear in the text area. You can press the Enter key anytime, to complete and accept whatever is shown in the text area.

Wherever flex grids are used, the arrow keys can be used to move from cell to cell without changing any data. To change data in these grids, do the following:

Either double click in the selected cell or use the arrow keys to move to the selected cell, then press the Enter key.

Next, move the cursor to the position where the change is required then enter the change.

When editing data in a flex grid and the field is highlighted, you can press the Esc key to leave the data unchanged.

Where multi-line text boxes are used, word-wrap is supported, however, to conclude any entry in these text boxes, you must press either the End key, or Ctrl + Enter key combination.

Back to Top
TSEFS Year-End Closing

TSEFS is equipped with two separate automated year-end closing functions. They are Payroll Year-End and Financial Year-End. If you have the TSEFS Payroll module, you must do the Payroll Year-End procedure at the end of each calendar year. Also, if you have the G/L, A/R, A/P and Inventory you must do the Financial Year-End Closing procedure at the end of your fiscal year.

NOTE: Although TSEFS will prompt and allow you to automatically save or backup TSEFS programs (.EXE) and data (.TSE) files during each year-end process, in addition, we strongly recommend that you save or backup these files before performing either of these closing functions.

These closing functions must only be performed once on the same set of data files.

If for any reason you must redo any of the closing functions, you must restore the .TSE data files for the closing year.

Back to Top

Payroll Year-End

The payroll calendar year runs from January through December in the same year. The Year-End procedure is performed at the end of each calendar year to prepare the employees’ data files for the New Year. It is normally done before the first pay period in the New Year.

If for any reason you have to redo the Payroll Year-End function, you must restore the company's PR*.TSE data files for the closing year.

The steps for the Payroll Year-End Closing function are as follows:

1.

Click the Year-End tab located at top of TSEFS Master Menu. This will open the Year-End drop down menu.

2.

Click the Payroll Year-End function. This will take you to TSEFS Payroll Year- End Processor form.

3.

A message box with the heading, Query TSEFS P/R Year-End Procedure will appear and will explain what is involved in this function. Read the information in the message box then click on either No to discontinue and exit the function or Yes to continue.

4.

Before continuing, read the information on the existing form to familiarize yourself with the Year-End Closing Function.

5.

From the combo box labeled, Company, either press Enter to accept the default company ID or enter/select the company ID for which you want to do the payroll year end closing.

 

When the company is selected, the location of the payroll .EXE and .TSE (data) files will be respectively shown in the frame labeled, Current P/R EXE & Data Files Location.

6.

To save past year’s payroll information check the box labeled, Save Past Year’s P/R Information.

7.

To create a short-cut on your desktop to the closing year’s information, click the option button labeled, Create Short-Cut To Past Year’s P/R, to the on position.

8.

In the frame labeled Location Where to Save P/R EXE & Data Files, enter the location where you would like to save the closing year’s payroll .EXE and .TSE (data) files respectively. The following are the suggested formats for the location of .EXE and .TSE (data) files:

 

Exe

G:\05T4\

Data

G:\05T4\Data\

G:\

represents the disk drive. The disk drive must be an existing and recognizable drive on your computer system. TSEFS, however, will create the main folder and sub-folder if they do not already exist.

05

represents the last two digits of the closing year.

T4

represents the chosen name for the main folder for the EXE files.

Data

represents the chosen name for the sub-folder for the data files.

9.

Under the Payroll Year-End Processing Options, check or uncheck the check boxes that are relevant to your company’s New Year payroll processing.

 

a.

To reset employees’ unpaid vacation pay to zero, check the check box labeled, Clear Employees’ Unpaid Vacation Pay?, or leave the check box unchecked to carry over vacation pay to the new year.

b.

To clear employees’ arrears or over payment, check the check box labeled, Clear Employees’ Year to Date Arrears Fields?, or leave the box unchecked to keep all arrears.

c.

To clear employees’ insurable earnings and hours, check the check box labeled, Clear Employees’ Insurable Earnings and Hours?, or leave the box unchecked to keep this information for use when preparing separation slips.

d.

To clear the payroll transaction file, check the check box labeled, Clear Payroll Transaction (PRWORKxx.TSE) File?, or leave the box unchecked if you have already transferred time tickets for payment or have entered any payroll     transactions for the New Year.

e.

To remove all terminated employee(s) check the check box labeled, Delete All Terminated Employee(s), or leave the check box unchecked if you want to keep terminated employees.

f.

To delete all M/PTD information check the check box labeled, Delete All Month or Period To Date nformation?, or leave the check box unchecked to retain the information. We recommend that you check this box to ensure that your payroll remittance information is cleared for the New Year.

g.

If the check boxes are checked the associated actions will be performed. If the check boxes are left unchecked the   information in the employee data file will be left, as is.

10.

In the text box labeled, New Calendar Year, enter the new year e.g. 2006 to be used for calculating employees’ start and ending periods for CPP/QPP deductions for the New Year.

11.

In the text box labeled, WSIB Earnings Ceiling For New Year, enter the new year’s annual maximum earnings ceiling up to which WSIB premiums are paid for employees who are entitled to the coverage.

12.

Click the Proceed command button to start the year-end.

13.

When completed you can either click the Close command button to exit, or repeat Steps 5-12 to perform the payroll year-end closing for another company.

Back to Top

Financial Year-End

The Financial Year-End procedure is performed at the end of the company’s fiscal period to prepare the G/L, A/R, A/P and I/C data files for the new financial year.

If for any reason you have to redo the Financial Year-End function, you must restore the company's *.TSE data files for the closing year.

The steps for the Financial Year-End Closing function are as follows:

1.

Click the Year-End tab located at the top of TSEFS Master Menu. This will open the Year-End drop down menu.

2.

Click the Financial Year-End function. This will take you to TSEFS Fiscal Year-End Processor form.

3.

A message box with the heading, Query TSEFS Financial Year-End Procedure will appear and will explain what is involved in this function. Read the information in the message box then click either No to discontinue and exit the function or Yes to continue.

4.

Before continuing, read the information on the existing form to familiarize yourself with the Year-End Closing Function.

5.

From the combo box labeled, Company, either press Enter to accept the default company ID or enter/select the company ID for which you want to do the financialyear-end closing.

 

When the company is selected, the location of the .EXE and .TSE (data) files will be respectively shown in the frame labeled, Current EXE & Data Files Location.

6.

To save closing year’s fiscal data check the box labeled, Save Closing Year Fiscal Data.

7.

To create a short-cut on your desktop to the closing year’s information, click the option button labeled, Create Short-Cut to Closing Year to the on position.

8.

In the frame labeled, Location Where to Save EXE & Data Files, enter the location where you would like to save the closing year’s .EXE and .TSE (data) files respectively. The following are the suggested formats for the location of .EXE and .TSE (data) files:

 

Exe

G:\05TSEFS\

Data

G:\05TSEFS\Data\

G:\

represents the disk drive. The disk drive must be an existing and recognizable drive on your computer system. TSEFS, however, will create the main folder and sub-folder if they do not already exist.

05

represents the last two digits of the closing year.

TSEFS

represents the chosen name for the main folder for the EXE files.

Data

represents the chosen name for the sub-folder for the data files.

9.

Under the Fiscal Year-End Processing Options, enter or choose the information that is relevant to your company’s financial year-end processing.

10.

In the text box labeled, No. Of G/L Periods to Close, either press Enter to accept the default number of G/L periods, or enter the number of G/L periods (1-13) to close for the past year.

11.

From the drop down combo box labeled, Retained Earnings G/L Account, either press Enter to accept the default Equity Account, or Enter/Select an equity account to be used for Retained Earnings.

12.

In the text box labeled, Budget Increase/Decrease %, enter the percentage of increase or decrease for the New Year’s budget.

13.

In the date control labeled, Date for G/L Opening Entries, enter the date for New Year’s G/L Opening Entries.

14.

In the drop down combo box labeled, Customer’s New Target Option, enter or select either <1> to Use Past Year’s Sales or <2> for No Change.

15.

Click the Proceed command button to start the Financial Year-End Process.

16.

When completed you can either click the Close command button to exit, or repeat Steps 5-15 to perform the fiscal year-end closing for other companies.

Back To Top