Questions & Answers

Q: Your information print out indicates that the Tax Sheet has preset GST tax items - none of my drop down boxes have information in them and, even though I have Tax blue Tax items and % nothing appears in the other files.

A: If you have the BAS Business Accounts Software when you goto the Tax sheet you will see pre set Tax items. When you goto the Accounts sheet and click a blue cell in the Tax Item column a drop down appears and if you scroll (you may need to scroll up) the pre set tax items will be listed, select the required tax item for the account and the applicable tax will be set. If you continue to have difficulty send me a copy of your file as an email attachment, let me know exactly what the issue is and I will have a look for you.

Question and Answer Item 2058345 - Browse All Question and Answer Items

Q: Hello, we are a finance company and we get several text and pdf files each day from our clients. We currently use Monarch software to extract invoice data from these files, then copy the data into excel for import into our accounting software. Can your software do this with text and pdf files?

A: No sorry, XML Data Extractor works with mark up language files (html, xml etc) it cannot extract from simple text or pdf files.

Question and Answer Item 2058358 - Browse All Question and Answer Items

Q: Several years ago I purchased your Pricing and Breakeven Analysis product. I'm very happy with it. I want to put it on a new Mac that I purchased. In trying to open the spreadsheet on the Mac, it says the spreadsheet is locked up and cannot be opened. There seem to be some passwords to prevent the formulas from being broken. That has not been a problem on the PC, but it is on the Mac. Can you please provide whatever info I need so my formulas are not locked down with some password, so I can use the product on my Mac?

A: The protection is in place to prevent formula being overwritten and is the same when run on Excel. All inputs are in non protected cells so the protection should not be an issue. The software is designed to run on Excel and with some Mac's it may not be fully compatible. If this is the case you could try our browser based Business Analysis software https://bizpep.com/businessanalysis.html . This is a web /browser based version of our software that will run directly in your browser. It includes Pricing and Breakeven Analysis.

Question and Answer Item 2058361 - Browse All Question and Answer Items

Q: Is it possible to format the output email layout?

A: Limited formatting is available. You can set it to send a html email https://bizpep.com/form1/ and adjust the Line Break ttp://bizpep.com/form1/ .

Question and Answer Item 2058106 - Browse All Question and Answer Items

Q: Does the evaluation copy allow us to import our own QB data? Do we need to purchase it to try it with our own data?. I have tried using my csv file and it does not work. Please advise.

A: Yes, in evaluation mode the only limitations are to the Save and Print functions. If you are having difficulty importing it may be a formatting issue for the data you are exporting from QuickBooks to the csv file. Review the example csv files and the support information to ensure the form is valid.

Question and Answer Item 10368 - Browse All Question and Answer Items

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