Database Configuration
Setting database location
Click on the "Control" button in either the Home screen or the Forms toolbar then click on buttons:
"Initial Settings" then "Data Configuration"
 
Under "Database Location" option select either:
- "Local on this computer" if ETAR will be used by this computer only
Press the "Save Button"
- "Network/Shared Folder" if ETAR will be used by multiple users from different computers
Press on the "Browse" button to select the shared network folder location
Press the "Save Button"
 
 
Editing database location
Click on the "Control" button in either the Home screen or the Forms toolbar then click on buttons:
"Initial Settings" then "Data Configuration"
Under "Database Location" click on the "Edit" button
Read the warning message and if you want to proceed click "Yes"
               
Select either:
- "Local on this computer" if ETAR will be used by this computer only
 Press the "Save Button"
- "Network/Shared Folder" if ETAR will be used by multiple users from different computers
Press on the "Browse" button to select the shared network folder location
Press the "Save Button"
Important Note: Repeat the same exact process in any other machine using ETAR using the same network folder location
To check connection status click on the "Control" button in either the Home screen or the Forms toolbar then click on buttons:
"Initial Settings" then "Data Configuration"
Under "Connection Status" check for either green circle for "Connected" or red circle for "Disconnected".
Note: if you have previously configured ETAR  to use "Network/Shared Folder" and currently your ETAR "Connection Status" is showing disconnected, please try the following:
- Check your network connection and make sure your network connection is working properly
- Make sure you do have the access rights to the shared network folder
Checking connection status
 
 
Fiscal Year Settings
Saving fiscal year settings
The fiscal year setting needs to be completed before the user can start posting entries and running reports.
In the fiscal year initial setting the user needs to specify the first month of the company's fiscal year and also the first year using ETAR. To complete the fiscal year setting please follow these steps:
1- Click on buttons: "Control" (from either the Home screen or the Forms toolbar) then "Initial Settings" then "Fiscal Year Settings"
2- In the screen on the right select the first month of your company's fecal year from the top dropdown box
3- Select your first fiscal year using ETAR software in the second dropdown box
4- Press the "Save" button
 
 
Predefined periods
After saving the fiscal year settings column "month" in the table on the same screen will be populated. Please note the following with regards to column "H1 / H2 (half year)" and "Quarter".
 
Note: the values in these columns are predefined periods that can be selected to produce some reports
H1: First half of the fiscal year
H2: Second half of the fiscal year
Q1: First quarter of the fiscal year
Q2: Second quarter of the fiscal year
Q3: Third quarter of the fiscal year
Q4: Fourth quarter of the fiscal year
 
Company Information
Click on buttons: "Control" (from either the Home screen or the Forms toolbar) then "Initial Settings" then "Company Information"
In the screen on the right enter all your company information and click on the "Save" button.
Note: Your company information will appear on the invoices you will produce and send to your customers
 
Saving company details
Sales tax rate
Sales tax rate is one of the company's information and the value entered there will be used to automatically calculate the sales tax in sales invoices as well as for any expenses incurred (In Guided Entries)
 
 
Imports
Import customers accounts
To import customer accounts click on buttons: "Control" (from either the Home screen or the Forms toolbar) then "Initial Settings" then "Imports" then "Import Customer Accounts"
In the screen on the right follow these steps:
1- Press on the "Open Upload File" button to download the file needed to upload the accounts
2- Do not change anything in the structure of the excel file including deleting or adding new columns or rows or worksheets
3- Do not leave any empty rows in between your accounts. All accounts after that empty row will not be uploaded
4- Account Name and Description are mandatory and must be filled. Account numbers will be populated automatically
5- After you included all accounts to be uploaded, save the file on your computer
6- Select the Customers Group where the accounts should be uploaded. (Note: Upload one file for each Customer Group's accounts)
7- Press the "Browse" button to locate the upload file
8- Press the "Upload" button
 
Import opening balances
To import opening balances click on buttons: "Control" (from either the Home screen or the Forms toolbar) then "Initial Settings" then "Imports" then "Import Opening Balances"
 
In the screen on the right follow these steps:
1- Before starting this exercise, please ensure that all GL accounts required to hold the opening balances are opened
2- Press on the "Open Upload File" button to download the file needed to upload the opening balances
3- Do not change anything in the structure of the excel file including deleting or adding new columns or rows or worksheets
4- Please input all amounts in column E. Don't enter any text in that column and don't erase the data in the other columns
5- After you entered all opening balances for all GL accounts, save the file on your computer
6- On ETAR screen, select the month and year of these opening balances. PLEASE NOTE: No transactions can be made prior to the first day of that month.
7- Press the "Browse" button to locate the upload file
8- Press the "Upload" button
9- Make sure the opening balances total Assets = total Liabilities + Equities. Please look at the check below the table on the right.
10- Please click on the "Save" button to save the opening balances
11- Please check the interactive buffer at the bottom of the screen for more details