Author Topic: User Guide updates  (Read 5475 times)

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Online ideasguy

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User Guide updates
« on: November 21, 2012, 10:47:29 PM »
Before moving on to the next version of Bank Genie, I have to put the finishing touches to the User Guide.
Ive been working on it this past few weeks, so you can imagine the amount of time and effort needed for that resource.
In doing so, I made a few tweaks to some of the programs in Bank Genie (both 4 and Pro) as the software is tightly integrated with the User Guide.

I'm broadcasting this message so Bank Genie members can download the latest program updates and perhaps do a little proof reading.

Start Bank Genie Pro (or Bank Genie 4) and under Help, start the program:-
Bank Genie on the Web.
Click the link and get to the Program Updates page.
Download the latest versions of these programs:
BS408 (The Transaction Analyser) - when installed make sure you have version 50 or higher
BS420 (Categories) - when installed make sure you have version 10 or higher
BS421 (Manage Transactions) - when installed make sure you have version 37 or higher
BS427 (Invoices) - when installed make sure you have version 6 or higher
Most important!!
Download the latest version of the Fileset. Its at the bottom of the page.
Click the link Please read these instructions before starting that download
The fileset has all the updates links from Bank Genie to the User Guide.
To check if you have installed the Fileset corectly:
Start Bank Genie 4 or Bank Genie Pro.
Under Help, start the program About Bank Genie.
When installed correctly, Item 1-File Set Version should indicate Issue Date =21/11/2012 (or later)

Today, the exercise is for the 4 programs listed above (and they include the most important programs in Bank Genie).

I'd like you to start Bank Genie 4 or Bank Genie Pro, and click the User Guide links at the bottom of each screen as you use the system.
As you know, the links are targeted to the precise page in the User Guide where help is delivered on that specific screen.
ALSO: Be sure to check the Show Help balloons checkbox.
Then run your mouse over the page. Each time a balloon indicates that help is available, right click on the control under the mouse pointer to visit the User Guide.
In this case where Help is available for a specific control (button, pop-up, checkbox etc) Bank Genie will open the User Guide on the correct Help page AND will navigate to the appropriate Help paragraph on the web page - i.e. VERY targeted help.

Please proof read what you see on the User Guide website. If you find anything that needs clarified or corrected, any typos, bad links from Bank Genie to the User Guide, or any bad links to screenshots from within the User Guide, please let me know.

For those who don't have Bank Genie, the User Guide is here:
http://www.bankgenie.net/UserGuide/
« Last Edit: November 22, 2012, 01:54:31 PM by ideasguy »

Online ideasguy

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Re: User Guide updates
« Reply #1 on: November 22, 2012, 10:31:38 AM »
This special page on the User Guide explains some other things to look out for:-
http://www.bankgenie.net/support/Feedback/feedback.html
If you spot anything, please send me an email - your feedback will be very much appreciated.
« Last Edit: November 23, 2012, 11:28:30 AM by ideasguy »

Offline roiphil

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Re: User Guide updates
« Reply #2 on: November 22, 2012, 12:17:57 PM »
George i have downloaded all the updates and norton popup said safe  :) but i did get some warning messages after the norton safe popup these were the normal pc vista warning do you want to run this programe just click yes

Now on the last download the fileset i just copied and pasted the easy way  ;) this is a snip of the core data file can you just check to make sure the fleset uploaded ok, i followed the instructions for this to the word


i will now start on the 4 tasks and report back then i will update BG on the laptop

Thanks
Phil

Online ideasguy

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Re: User Guide updates
« Reply #3 on: November 22, 2012, 01:56:06 PM »
Ive updated my original posting to add:
To check if you have installed the Fileset corectly:
Start Bank Genie 4 or Bank Genie Pro.
Under Help, start the program About Bank Genie.
When installed correctly, Item 1-File Set Version should indicate Isue Date =21/11/2012 (or later)
Please make sure you see this before proceeding with the "fun".  :)

Offline roiphil

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Re: User Guide updates
« Reply #4 on: November 22, 2012, 02:36:56 PM »
got it now correct date in item 1, going to have fun again

Online ideasguy

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Re: User Guide updates
« Reply #5 on: November 22, 2012, 03:00:31 PM »
Thats great Phil.
I was just about to post a message to say that I had downloaded the fileset into an empty folder, opened it and verified that it will show a fileset date of 21/11/12.

Bank Genie  Pro users can proceed.

Bank Genie 4 users.I have to set up a special download file for Bank Genie 4 users.
I'll have that in place this evening.

Online ideasguy

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Re: User Guide updates
« Reply #6 on: November 22, 2012, 07:23:33 PM »
Bank Genie 4 fileset download is now in place.
Bank Genie 4 users can now proceed.
As described in my first posting in this topic - go the Program Updates page and download all the items listed.

Online ideasguy

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Re: User Guide updates
« Reply #7 on: November 23, 2012, 12:13:17 AM »
Ive updated the second posting in this topic with this link:
http://www.bankgenie.net/support/Feedback/feedback.html
If you spot anything, please send me an email - your feedback will be very much appreciated.

Update!!
Modified again today- the link above has changed.
I moved the page out of the User Guide and into Product support website.
Reason: It reduces the size of the User Guide for those who will download it for Local access (coming soon)
« Last Edit: November 23, 2012, 11:28:11 AM by ideasguy »

Offline AnthonyM

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Re: User Guide updates
« Reply #8 on: December 03, 2012, 02:09:26 PM »
Using Dropbox with the User Guide.

George sent me a link to the User Guide on Dropbox. As I already had a dropbox account I now have access to the up to date User Guide which is stored on my PC in the Dropbox folder. It works well and is ideal as it is automatically kept up to date. This is much easier than having to keep checking for updates and downloading it if you want an offline copy to be available.

I would recommend others to try it, it's very easy to set up!Also up to 2Gb of data can be stored free so there is no cost implication.

Online ideasguy

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Re: User Guide updates
« Reply #9 on: December 03, 2012, 03:54:32 PM »
Thanks for posting that Anthony.

Ive been encouraged by the replies from those who have tried this and we can now consider this as a permanent resource.

I will be keeping that dropbox User Guide refreshed  - each time I do a change to the User Guide.
Ive refreshed it again today.