Patch – Update / Info PortalPatch – Update / Info Portal

• At first start up of a new version, the program automatically connects to the Mesonic server.

• After the first time connection an interval of 7 days is set for connecting with the Mesonic servers (set this interval in Parameters/Settings. Can be set to maximum of 30 days)

• There are three types of downloads:

• Patch update• Admin information• User information

Die ButtonleistenDie Buttonleisten

• Standard

• Mandantenwechsel

• Info Center

Folgende Buttonleisten sind beim Starten der WINLine standardmäßig aktiviert:

Die ButtonleistenDie Buttonleisten

• Archiv

• Applikationen

• Makro Recorder

• Rich Text Format

• Tools

Folgende Buttonleisten können zusätzlich aktiviert werden: (Rechte Maustaste oder Parameter/Einstellungen)

FavoritesFavorites

The Favorites are divided into the following 3 categories:

• Favorites(First steps, global and local favorites)

• WINLine(applications, buttons, Help)

• Current(currently used accounts, products, searchfunction)

The Favorites can be activated or deactivated with the right mouse button or in the Info Center button bar.

FavoritesFavorites

• First Stepsimportant menu items and demos

• Global and local favoritesFolders, menu items, macros, hyperlink, Archive Search, external files

WINLineWINLine

• ApplicationsCall up ACC1, ACC2, etc.

• Buttons for …Display and explanation of the buttons in the currently open window

• Help to …Context help for currently active window or edit field

CurrentCurrent

• Current accountsDisplay of currently used account

• Current productDisplay of current product

• SearchSearch for AR/AP account, products, vouchers or in the Archive

The Most Important ButtonsThe Most Important Buttons

• OK button Keyboard: F5

• EXIT buttonKeyboard: ESC

• DISCARD or CANCEL buttonKeyboard: F4

• DISPLAY buttonKeyboard: usually with shortcut ALT + A

• Filter button

WINLineWINLine®® Handling Handling

• Radio buttonOnly one selection is possible

• CheckboxMore than one option can be selected at once

WINLineWINLine®® Handling Handling

• ListboxThe listbox shows you a list of options

• Drop Down ComboboxThe drop down combobox is denoted with an Arrow Down button

• Calculation amount fieldYou can calculate amounts in either local currency 1 or 2 in all entry fields for amounts.

WINLineWINLine®® Shortcuts Shortcuts

• F1 Open online Help

• F2first position of text field

• F3current date, calculator value, remaining amount, short cuts

• SHIFT + F3 total amount without discount

• F4Cancel button

• F5 / F12 / SHIFT + RETURNOK button

WINLineWINLine®® Shortcuts Shortcuts

• F6Next button

• F7Table in window size

• F8Call up prices

• F9Match Code, Date field, Posting notes

• F10Activates the menu bar

• SHIFT + F2Call up calculator

WINLineWINLine®® Shortcuts Shortcuts

• ALT + LetterHot key for menu item with underlined letter.

• LetterOpens the program item where the letter is underlined.

• ALT + TABSwitch to other WINDOWS programs

• STRG + TABChange to other windows within the program

• + or – keysZoom

Buchstabe

Base InfoBase Info

• The Base Info data record is saved with shortcut Shift + F5 without leaving the window.

• Page through the Base Info data records with the VCR buttons.

Match Code

2 options:• Open with F9 or double click in the field • Enter search term and start the search with

the F9 key (can be overridden with SHIFT + F9)

Search mode starting from left of word or with full-text

search

Right Mouse Key

• General• Company change (only in CWL START)• Calculator• Printer setup• System Info• Symbol bars (Button bars)• Help

Right Mouse KeyRight Mouse Key

• Window• Save window position

• Entry field• Cut • Copy• Insert• Short text, Insert calculator value, Insert date• Audit Trail

Right Mouse KeyRight Mouse Key

• Table• Save grid settings• Table in window size• Ascending sorting• Descending sorting• Set column• Search in grid column• Print grid

Rechte MaustasteRechte Maustaste

• Bildschirmausdruck• In die Zwischenablage• Seite ausdrucken• Speichern unter• Formular bearbeiten• Blättern• Vergrößern

Printing proceduresPrinting procedures

• You can print in one of four different ways: • to the screen • to a file (spooler)

using the Despooler, you can open the documents again.

• direct to the printer • to an Excel table (balance sheet, EAS, List,...)

Output to ScreenOutput to Screen

• CTRL + PAGE UPpage forward

• CTRL + PAGE DOWNprevious page

• CTRL + ENDlast page of document

• CTRL + Pos1first page of document

• ESCclosing of screen display

Output to ScreenOutput to Screen

• to first page• page back• cancel, close• next page• to last page• the print out can be sent when a mail client

is installed.• print all pages on standard printer• Click on the magnifying glass to show

complete page.• Transfer or delete result list records to/from a

campaign

Namen Suchen / KampagnenNamen Suchen / Kampagnen

Über den Menüpunkt Namen Suchen können Listen der folgenden Datenbereiche erstellt werden:

• Personenkonten• Interessenten• Ansprechpartner• Kontakte• Vertreter• Arbeitnehmer

Name Search / CampaignsName Search / Campaigns

Various actions can be performed for data records contained in the Name Search or Campaign lists.

Select the functions with this button:

MesoConnectMesoConnect

In some data areas of WINLine® you can set up scripts that perform special functions such as MS Office connections (write mail, create form letter, synchronize contact addresses).

Call up the function with this button:

Use the Wizard assistant to generate your own scripts!

Data CheckData Check

• Should be regularly performed.

• Data check of data areas:• Base Info• Transaction data