Create Client Setup Data

Create Client Setup Data is used to create a file which will be used when you set up Professional Business Manager™ (PBM) for your clients. This file contains settings for the program configuration, as well as admin and accountant user information from your PBM installation.

Select File>Admin>Create Client Setup Data.

A dialog box will open with a list of several options from the Accountant, Security, General, and Company Default Paths tabs in Setup>System Options. The values displayed for these are the settings in PBM. Change the entry in any field of the Value column for a particular client. The client's Setup Data File will be created with the selected Values.

Accountant Tab Options

• Contact
• Send To Delivery Method
• E-Mail
• Send To Folder

Security Tab Options

• Allow Blank Passwords
• Allow Anonymous Logon
• Allow Auto Create Users
• Use Windows Users
• Secure Reports
• Backup Company File
• Allow Search Transactions Edit Amount
• Allow Multiple Users

General Tab Options

• Use Enter Key As Tab Key
• Assume Decimal
• Fed Default ATF Tax Mode
• State Default ATF Tax Mode
• Show Opening Client Dialog
• Open to Last Client File
• Always Start with Company List Open
• Always Ask Before Closing Program
• Close Company List After Open Client File
• Enable Auto Recalc
• Automatic Check For Updates

Company Default Paths Options

• Backup Path
• Reports/Report List/Export

Click the Configure App button to make changes to the configuration. Detailed information is available in the Configure App article.

Make desired selections and click OK to save the Menu Configuration.

Click OK on the Create Client Setup Data dialog box to create the file.

Save the file to a path where you can find it. You can upload the file to the client via the Virtual Office, or copy it to a flash drive.

At the client's location select File>Admin>Load Client Setup Data to load the settings and data file into PBM.