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Table of Contents

Windward Software Wiki Site

Welcome to Windward Software Systems help and support documentation. Use the table of contents below or search field in the top right to find information on your topic. For additional help resources visit our help center or customer care portal to raise a support ticket.

General information

System Five On Cloud

Frequently Asked Questions

System Five

Accounting 1) Inventory and Purchasing
Integrity Integrity - General Methods Purchases Purchases - General Methods
Integrity - Error Corrections Purchases - econnect
Integrity - File Rebuilds Required Order Report – Removed from Required Quantity: Exclude Stock on a Layaway and Work Orders
Integrity - Reporting Discrepancies Inventory Inventory - General Methods
Payroll Canada - CPP/EI/PPIP Exempt Setup Inventory - Serialized Methods
US - Form 1095C Inventory - Transfer
US - Labor & Industries Tax - Washington State Understanding & Changing Price Schedules
US - NYS-45 - New York State Manually storing credit cards in System 5 in a non-integrated data set
Taxes Taxes - General Methods Handling Inventory Return in System Five
Tax Areas - Required Setup Inventory Reports Design Inventory Report
Tax Areas - BC TAX Rates for PST and GST Stock Adjustments Inventory Stock Adjustment
Tax Reports - Recommended Reports to run for Tax Reporting
Sales Sales - General Methods
Creating a Refund Check at Point of Sale
Sales Grid – Supplier Name Column
Day-end, Month-end & Year-end Procedures Day-End Procedures
Month-End Procedures
Year-End Procedure


Setup and Installations Printing and POS Devices Hardware and Network Configuration
Installation 2) System Five - Pre-installation Checklist Printing Printing - General Configuration Server/Network configuration TCP/IP Timeout Values Windows Server Family
System Five Server - Installation or System Five - Single Workstation Install Printing - Label Printers Wireless Networking
System Five - Adding Additonal Workstations Printing - Slip Printers Macintosh Compatibility
Pervasive \ Actian Database Pervasive - Installing Printing - To Fax and PDF Issues with using LIVE SEARCH over a WAN link
Pervasive - Troubleshooting POS Devices POS Devices - General SetupsHow to remove the manufacturers splash screen from the RDP login
Pervasive - Crash Troubleshooting When will Tap and Pay be available in Canada Network Troubleshooting
Pervasive - DSN Slowness Terminal Services
Payment Processing (Credit / Debit Cards) Payment Processing Options Terminal Services Configuration
Credit Card Numbers - Validating Credit Card Numbers Terminal Services Considerations
NetEpay Setup - Datacap Install Terminal Services Practices
Partial Approvals How to Automatically Launch System Five in Windows Terminal Services
Payment Processing - General Methods How to redirect COM ports on Windows Terminal Server
Payment Processing - Mercury Payments Printers not showing up in Windows Terminal Services
Selecting or Changing Payment Processors Using Barcode Scanners with Windows Terminal Services
WebAPI WebAPI Installation Hardware configurationWindward Supported Hardware List (On Prem)
Updating WebAPI On-Prem IP address Windward Supported Hardware List (System Five On Cloud)
WebAPI Developer Documentation Configuring your barcode scanner
Setup of POS Equipment from IBC
1)
It is important to know the basic terminolgy of accounting. You may refer to the article Accounting Role for further details in understanding accoutning in System Five.
2)
Before installation review our Requirements for Server and Workstation and if building a network the Networking Best Practices.
home.txt · Last modified: 2021/05/11 12:14 (6 months ago) by tanya

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