File Management

File Management

File Management
It's the Best Policy
  1. Before you start any type of Function with your Bill File you should Save a Copy.
  2. This is very important for any file that you may want to manipulate to Run Reports, Import, Export, Merge, Etc...
  3. Many files are lost due to users making changes or attempting to run a function that they do not understand.
  4. ALWAYS SAVE A COPY OF YOUR FILE BEFORE YOU ATTEMPT CHANGES OR ANY TYPE OF MANIPULATION

To save a file as a copy

  1. Go to File located at the top task bar found on the Main Interface
  2. Click To Expand then Go to Save Bill File As and save it as a copy - Now you have a clean copy of the original bill file allowing you to always go back if you need to.  
  3. This is file management and best practices and will be your best policy if you ever need to recover your bill file.


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