Getting started
osFinancials 5 Business Class
Friday, 24 March 2023 - 11:15:02
Welcome to osFinancials5 Business class. osFinancials is very extensive accounting system. osFinancials5 can cater for various industry specific solutions. A wide range of plugins is available to expand the power and functionality.
osFinancials5 supports 79 different languages and tax regimes languages liked to 87 Sets of Books (databases) which may be downloaded and customised to meet your requirements.
Install osFinancials5
After installing osFinancials5, you may open the HANDYMAN Set of Books associated with the default "English" language.
Register osFinancials5
Registered users of osFinancials5
Registered users of osFinancials5 licences will still be valid for this release.
New and unregistered users
New and unregistered users may register osFinancials for:
- osFinancials5 subscription - The annual subscription includes the bankimport and email document email pro plugins.
- Webshop - To use any of the powerful plugins, you need to purchase a license for most of the Plugins. Before you can Register Plugins, you first need to Register osFinancials5.
- Forum - On the shared forum, you may find topics (posts), post questions or issues, find solutions and participate in any discussions.
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Every time an unregistered version of osFinancials5 is started, the following confirmation message will be displayed: This software is limited to 500 transactions or 500 documents. Please register and buy a licence for osFinancials5! Unregistered versions will allow you to process up to 500 transactions and /or documents. Once this limit is reached, osFinancials5 will not allow any processing of transactions, in batches and / or or documents. Once you have registered osFinancials5, you will receive an unlocking code and will be able to process further transactions and or documents. |
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Open a Set of Books in which 500 transactions and or documents have been processed: osFinancials5 the limit of 500 transactions or 500 document is reached! Please register and buy a licence. |
Add / Create Sets of Books
Already have Set of Books
osFinancials4 (4.0.0.1093), osFinancials5, TurboCASH4, TurboCASH5 (4.0.0.969) and TurboCASH5-2 Sets of Books do not need to be converted to osFinancials5.
You may copy the Sets of Books using File Explorer to the "books" directory of your osFinancials5 installation.
You may also Restore a Set of Books from a valid Backup file in osFinancials5.
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All available Sets of Books is set to Firebird Version 2.1 - ODS 11.1 database version. Older databases of exiting users may users Sets of Books is mostly Firebird Version 1.5 - ODS 10.1 database version. These Sets of Books is may e used in osFinancials5. |
New Set of Books
osFinancials5 supports 79 different languages and counties / tax regimes languages liked to 87 Sets of Books (databases) which may be downloaded and customised to meet your requirements.
If the set of books for your language and or country, is not available in the books directory, you may select any of the available Firebird Sets of Books and linked languages available as a free download.
Open Tutorials
Tutorial Sets of Books, will be installed in the "bin / Tutorials" directory. you need to click on the Browse icon and select the Sets of Books tutorials.
ENGLISH
English tutorials (using the default payments and receipt batches for banking / cash transactions):
The following Set of Books based on this tutorial, is installed in the “…\bin\Tutorials\ENGLISH\” folder:
- HANDYMAN (No transactions)
- HANDYMAN-A (Unposted)
- HANDYMAN-B (Posted)
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The following folders contains files which may be imported into batches:
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BANK-IMPORT Plugin - English tutorials
English tutorials (using the BankImport plugin for banking / cash transactions):
The following Set of Books based on this tutorial, is installed in the “…\bin\Tutorials\BANK-IMPORT\” folder:
- HANDY-BANK (No transactions).
- HANDY-BANK-A (Unposted transactions in batches and documents, except the Payments and Receipt batches, which is cleared for the Bank account and the Petty cash).
- HANDY-BANK-B (Posted transactions in batches and documents, including the imported bank statement and processed Petty cash transactions).
- HANDY-BANK-UNPOSTED-BANK-STATEMENT – All transactions in batches and documents have been posted. The sample Bank statement in the “…\bin\Tutorials\BANK-IMPORT\BANK-STATEMENTS” folder needs to be imported and Petty cash transactions needs to be processed).
AFRIKAANS
The following Set of Books based on the Afrikaans tutorial, is installed in the “…\bin\Tutorials\AFRIKAANS\” folder.
- NUTSMAN (No transactions).
- NUTSMAN-A (Unposted)
- NUTSMAN-B (Posted).
COST-CENTRES
Tutorials / examples to explore the activation, processing and reporting of Cost centres in osFinancials5. See - Cost centres in this Help file.
The following Set of Books based on this tutorial, is installed in the “…\bin\Tutorials\COST-CENTRES\” folder:
- COST-CENTRES-A (transactions and documents not posted to the ledger)
- COST-CENTRES-B (transactions and documents posted to the ledger).
PROJECTS
Tutorials / examples to explore the activation, processing and reporting of Projects in osFinancials5. See - Projects in this Help file.
The following Set of Books based on this tutorial, is installed in the “…\bin\Tutorials\PROJECTS\” folder:
- PROJECTS-A (transactions and documents not posted to the ledger)
- PROJECTS-B (transactions and documents posted to the ledger).