Backup Setup

Note: If any of the options are on for Single or Range Post (Posting Seq, Batch ID, Batch Desc), then the default description is not used.

These options can be setup per application:

Cashbook

Field

Value

User ID

Use the finder to select the User you want to configure the Backup Options for.

Application

Select the application you would like to setup the Backup options for:

  • Cashbook
  • RecXpress

File Name

Create Backup File Name by user

Process

Backup options can be configured for each major process performed by Cashbook:

  • Single Post
  • Range Post
  • Range Reversal
  • Clear Transactions
  • Create GL

Enable

Enable automatic Backups

Confirm

Enable user confirmation before Backup

Description

Create default description for the Backup

Posting Sequence

Include the Posting Sequence in the Backup description

Batch ID

Include the Batch ID in the Backup description

Batch Description

Include Batch Description in the Backup description

Button

Select

Print

Select the Print button to print the Backup Setup Report

Save

Select the Save button to save changes

Close

Select the Close button to close the window

RecXpress

The options when selecting RecXpress

Field

Value

File Name

Create Backup File Name by user

Process

Backup options can be configured for each major process performed by RecXpress:

  • Post RecXpress

Enable

Enable automatic Backups

Confirm

Enable user confirmation before Backup

Description

Create default description