General FAQ - Revision history

Gregory: /* How can we export data from NEOSYS? */ 'Finance Interface' under media invoices menu option is obsolete.

2025-04-08T10:54:03Z

How can we export data from NEOSYS?: 'Finance Interface' under media invoices menu option is obsolete.

← Older revision		Revision as of 10:54, 8 April 2025
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	To export Invoices in Excel format, see [[Using_NEOSYS_Media_System#Exporting_Invoices_in_Excel_Format\| Export Invoices]]		To export Invoices in Excel format, see [[Using_NEOSYS_Media_System#Exporting_Invoices_in_Excel_Format\| Export Invoices]]

	~~For more information on Exporting to other Finance systems See [[Exporting_to_other_finance_systems\| Export to other finance systems]]~~

	== Does NEOSYS have any kind of documentation to learn and understand the software ==		== Does NEOSYS have any kind of documentation to learn and understand the software ==

Gregory: /* How can we export data from NEOSYS? */

2024-04-18T05:17:07Z

How can we export data from NEOSYS?

← Older revision		Revision as of 05:17, 18 April 2024
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	==How can we export data from NEOSYS?==		==How can we export data from NEOSYS?==
	All NEOSYS output is in the form of HTML which can be conveniently and directly saved. The reports can also be copy pasted into excel or other documents that are acceptable by auditors or other software~~. NEOSYS can do specific formats if required~~.		All NEOSYS output is in the form of HTML which can be conveniently and directly saved.

			The reports can also be copy pasted into excel or other documents that are acceptable by auditors or other software.

	To export Invoices in Excel format, see [[Using_NEOSYS_Media_System#Exporting_Invoices_in_Excel_Format\| Export Invoices]]		To export Invoices in Excel format, see [[Using_NEOSYS_Media_System#Exporting_Invoices_in_Excel_Format\| Export Invoices]]

Arvind at 08:42, 19 January 2024

2024-01-19T08:42:01Z

← Older revision		Revision as of 08:42, 19 January 2024
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	# There is no USB connected to the server		# There is no USB connected to the server
	# The USB has not been replaced at the end of 7 days		# The USB has not been replaced at the end of 7 days

	~~==How to do a manual backup?==~~

	~~Manual backups can be done only by NEOSYS Support and users who are authorised to perform this task.~~

	~~Go to Menu > Support > Backup and click on Start Backup. Once the backup has been completed a confirmation mail is sent out to the usual list as configured in the system.~~

	==How do I migrate data from my old system to NEOSYS==		==How do I migrate data from my old system to NEOSYS==

Arvind: /* What is the NEOSYS backup procedure? */

2024-01-19T08:36:31Z

What is the NEOSYS backup procedure?

← Older revision		Revision as of 08:36, 19 January 2024
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	==What is the NEOSYS backup procedure?==		==What is the NEOSYS backup procedure?==

	Every ~~night~~ at a scheduled time ~~as specified in the System Configuration File~~, ~~the~~ NEOSYS ~~program~~ backs-up all data and stores it onto a USB drive ~~as a BACKUP.ZIP file~~, under ~~a folder which represents the~~ day of the week. If the folder~~/file~~ already exists then it is ~~deleted/~~overwritten.		Every morning at a scheduled time, NEOSYS backs up all data and stores it onto a USB drive (if NEOSYS is hosted on client's server), under folders that represent each day of the week. If the folder already exists then it is overwritten.

	~~The USB drive has 7 folders, each one representing a day of the week.~~ The USB needs to be interchanged after it completes a cycle of 7 backups with another USB to store ~~another~~ 7 days of backup. There should be 3 ~~USB's~~ used in rotation. In case the USB is not interchanged on the scheduled day after completion of 7 backups, the next backup on the same USB will be deemed a failure in the backup email alert.		The USB needs to be interchanged after it completes a cycle of 7 backups with another USB to store the next 7 days of backup. There should be 3 USBs used in rotation. In case the USB is not interchanged on the scheduled day after completion of 7 backups, the next backup on the same USB will be deemed a failure in the backup email alert.

	At the end of 3 weeks, typically a client will have backups for the last 21 days which can only be used to restore NEOSYS to any particular point in time in the past (~~upto~~ 21 days).		At the end of 3 weeks, typically a client will have backups for the last 21 days which can only be used to restore NEOSYS to any particular point in time in the past (up to 21 days).

	The backup files in the USB drive are encrypted and cannot be opened or read by any other program besides NEOSYS. They can only be restored in NEOSYS ~~maintenance mode on the server. Usually this would be done~~ by ~~a NEOSYS Support technician~~.		The backup files in the USB drive are encrypted and cannot be opened or read by any other program besides NEOSYS. They can only be restored in NEOSYS by support team.

	==How can I verify that the backup has been successful?==		==How can I verify that the backup has been successful?==

Arvind: Removed IE and other obsolete sections

2023-06-13T11:38:31Z

Removed IE and other obsolete sections

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	While taking printouts of certain NEOSYS documents like invoice or estimate or schedule printout etc, the content might continue to the next page.		While taking printouts of certain NEOSYS documents like invoice or estimate or schedule printout etc, the content might continue to the next page.

	~~Below sections talk about how to~~ handle the printing of continuation pages ~~in different browsers~~.		To handle the printing of continuation pages, adjust the scale.

	~~===Internet Explorer and Firefox===~~		Print Preview > Scale. Also refer [[General_FAQ#Avoiding_bad_page_breaks\| here]] on how to avoid bad page breaks.

	~~Print Preview > Scale. Also [[General_FAQ#Avoiding_bad_page_breaks\|refer here on how to avoid bad page breaks]]~~		The continuation pages always start with the column headings.

	~~Nevertheless, the~~ continuation pages always start with the column headings.

	Example in Firefox:		Example in Firefox:

	[[File:Ff_pagescale.jpg\|700px]]		[[File:Ff_pagescale.jpg\|700px]]

	~~===Chrome===~~

	~~The continuation pages do not start with the column headings in Chrome.~~

	Chrome does not provide an option to set the Page Scaling, which makes it difficult to "control" where the page gets cut. Therefore, Chrome is not a good browser to use while printing continuation pages.

	=== Avoiding bad page breaks ===		=== Avoiding bad page breaks ===
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	Moral of the story is that properly created image files do not appear pixelated whereas crudely resized images lose the clever dithering and show as pixelated.		Moral of the story is that properly created image files do not appear pixelated whereas crudely resized images lose the clever dithering and show as pixelated.

	~~==How to Add/Remove Print Headers and Footers on NEOSYS generated documents?==~~

	~~This can be taken care of by modifying the printer page setup options in IE by clicking on <b>FILE > Page Setup </b>~~

	~~You may choose to "Empty" the respective fields <b>OR</b> select the desired headers / footers from the drop down menus available on the Page Setup window.~~

	~~For IE6 & IE7 Header and Footer fields may be left empty (as shown below) if you would like to remove the print header/footers :~~

	~~[[image:PagesetupIE6&IE7.jpg]]~~


	~~For IE8 & IE9 the drop down options could be set to “Empty” (as shown below) if you would like to remove the print header/footers :~~

	~~[[Image:pagesetupIE8.jpg]]~~

	==How to delete files or documents in NEOSYS? ==		==How to delete files or documents in NEOSYS? ==
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	Once you have selected the desired options, click on LIST and wait until the report is generated.		Once you have selected the desired options, click on LIST and wait until the report is generated.

	~~=== Server is not responding. Recover webpage? Error on Internet Explorer ===~~

	~~If you click anywhere on the page while the report is being generated you will see a message from browser, "neosys server is not responding. Recover webpage ?"~~


	~~[[image:recoverwebpage.jpg]]~~


	~~Please do NOT click on recover webpage button.~~

	Please wait until the report shows up on screen		Please wait until the report shows up on screen
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	OR		OR

	Until you get an error message saying "No response in 600 seconds from ~~the~~ database server at ....."		Until you get an error message saying "No response in 600 seconds from database server at ....."

	In case you get the "No ~~Response~~ from ~~the~~ database server ~~in 600 seconds~~" error message then ~~you should~~ follow the steps as mentioned in [[Media_FAQ#How_to_handle_~~.22No_Response_from_the_database_server_in_600_seconds.22~~\| Media FAQ]]		In case you get the "No response in 600 seconds from database server at ....." error message then follow the steps mentioned in [[Media_FAQ#How_to_handle_"No_Response_from_the_database_server_in_600_seconds"?\| Media FAQ]]

	== What customisation can be done on the format of NEOSYS documents?==		== What customisation can be done on the format of NEOSYS documents?==

Arvind: /* How can we export data from NEOSYS? */

2021-12-16T13:06:53Z

How can we export data from NEOSYS?

← Older revision		Revision as of 13:06, 16 December 2021
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	==How can we export data from NEOSYS?==		==How can we export data from NEOSYS?==
	All NEOSYS output is in the form of HTML which can be saved ~~or cut and~~ pasted into ~~Excel which should be~~ acceptable by auditors or other software. NEOSYS can do specific formats if required.		All NEOSYS output is in the form of HTML which can be conveniently and directly saved. The reports can also be copy pasted into excel or other documents that are acceptable by auditors or other software. NEOSYS can do specific formats if required.

	~~To open NEOSYS documents in Excel, Word etc. in Internet Explorer see [[Using_NEOSYS_Generally#Opening_NEOSYS_documents_in_Excel.2C_Word_etc\| Open in Excel]]~~

	To export Invoices in Excel format, see [[Using_NEOSYS_Media_System#Exporting_Invoices_in_Excel_Format\| Export Invoices]]		To export Invoices in Excel format, see [[Using_NEOSYS_Media_System#Exporting_Invoices_in_Excel_Format\| Export Invoices]]

Arvind: /* How to delete files or documents in NEOSYS? */

2018-07-17T06:47:23Z

How to delete files or documents in NEOSYS?

← Older revision		Revision as of 06:47, 17 July 2018
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	Invoices once generated cannot be cancelled or deleted. To know why, see [[Using_NEOSYS_Agency_System#Why_doesn.27t_NEOSYS_allow_cancelling_or_amendment_of_Invoices_after_issue.3F\|cancellation or amendment of Invoices after issue]]		Invoices once generated cannot be cancelled or deleted. To know why, see [[Using_NEOSYS_Agency_System#Why_doesn.27t_NEOSYS_allow_cancelling_or_amendment_of_Invoices_after_issue.3F\|cancellation or amendment of Invoices after issue]]

	~~Documents or files~~ that are in use on other documents ~~should~~ never be deleted. We do not fully know the implications of doing so but it ~~could~~ cause problems ~~later~~.		Files that are in use on other documents must never be deleted (e.g. currency files). We do not fully know the implications of doing so but it can cause problems in future.

	==How to restore deleted files in NEOSYS? ==		==How to restore deleted files in NEOSYS? ==

Joel: /* How to delete files or documents in NEOSYS? */

2018-07-16T13:34:58Z

How to delete files or documents in NEOSYS?

← Older revision		Revision as of 13:34, 16 July 2018
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	Invoices once generated cannot be cancelled or deleted. To know why, see [[Using_NEOSYS_Agency_System#Why_doesn.27t_NEOSYS_allow_cancelling_or_amendment_of_Invoices_after_issue.3F\|cancellation or amendment of Invoices after issue]]		Invoices once generated cannot be cancelled or deleted. To know why, see [[Using_NEOSYS_Agency_System#Why_doesn.27t_NEOSYS_allow_cancelling_or_amendment_of_Invoices_after_issue.3F\|cancellation or amendment of Invoices after issue]]

			Documents or files that are in use on other documents should never be deleted. We do not fully know the implications of doing so but it could cause problems later.

	==How to restore deleted files in NEOSYS? ==		==How to restore deleted files in NEOSYS? ==

Joel: /* How to restore deleted files in NEOSYS? */

2018-07-16T08:36:36Z

How to restore deleted files in NEOSYS?

← Older revision		Revision as of 08:36, 16 July 2018
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	==How to restore deleted files in NEOSYS? ==		==How to restore deleted files in NEOSYS? ==

	You can restore deleted files like Schedule files, unposted journal batches, Client & Brand files, Vehicle files etc. in NEOSYS by entering the deleted file's code or number and then saving it.		You can restore deleted files like Schedule files, unposted journal batches, Client & Brand files, Vehicle files etc. in NEOSYS by entering the deleted file's code or number and then saving it.

			The deleted file's record will remain in the version log of the file, in case it needs to be viewed later.

			[[File:DEL_VER.PNG]]

	==Why is NEOSYS taking a long time to generate a report?==		==Why is NEOSYS taking a long time to generate a report?==

Joel: /* How to delete files or documents in NEOSYS? */

2018-07-05T11:02:15Z

How to delete files or documents in NEOSYS?

← Older revision		Revision as of 11:02, 5 July 2018
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	==How to delete files or documents in NEOSYS? ==		==How to delete files or documents in NEOSYS? ==

	NEOSYS allows users to delete some files such as Schedule files, unposted journal batches, Client & Brand files, Vehicle files etc. by clicking the Delete button on the top of the page.		NEOSYS allows users to delete some files such as Schedule files, unposted journal batches, Client & Brand files, Vehicle files etc. by clicking the Delete button on the top of the page. Schedule files cannot be deleted once they are either booked, certified or invoiced.

	~~Schedule~~ files cannot be deleted ~~once they are either booked~~, ~~certified or invoiced~~.		Job files cannot be deleted in NEOSYS, but can be cancelled. Refer: [[Using NEOSYS Job System#Cancelling a Job\|Cancelling a Job]].

	~~Files like Job file and booking orders~~ cannot be deleted in NEOSYS, but can be cancelled. ~~Refer~~: ~~[[Using NEOSYS Job System#Cancelling a Job\|Cancelling a Job]] and~~ [[Media_FAQ#How_do_I_cancel_a_booking_order.3F\|Cancelling a booking order]].		Any document after creation cannot be deleted in NEOSYS, but you can mark it as cancelled. For example: [[Media_FAQ#How_do_I_cancel_a_booking_order.3F\|Cancelling a booking order]].

	Invoices once generated cannot be cancelled or deleted. To know why, see [[Using_NEOSYS_Agency_System#Why_doesn.27t_NEOSYS_allow_cancelling_or_amendment_of_Invoices_after_issue.3F\|~~Cancellation~~ or amendment of Invoices after issue]]		Invoices once generated cannot be cancelled or deleted. To know why, see [[Using_NEOSYS_Agency_System#Why_doesn.27t_NEOSYS_allow_cancelling_or_amendment_of_Invoices_after_issue.3F\|cancellation or amendment of Invoices after issue]]

	==How to restore deleted files in NEOSYS? ==		==How to restore deleted files in NEOSYS? ==