Kristine Smith, Primary Solutions

 Client/Server  Terminal Server  Stand-alone

 Must turn off UAC  Must turn off Firewall  If using Terminal Server, all users must be disconnected while applying the updates.  If you manually download/update Infall1 or Infall3, then you must update the other one as well.

 The compile date on client must match compile date on server.

 Check Global Preferences for setup

 Check Personal Preferences to see what boxes are checked

 Make sure address is entered in Security ** We recommend using an administrative user name and password when setting up the . It is best if they set up an account/user that does not have a password that changes. Must be an within the domain.

 Go to Reports, Expenses | IHAC

 Check ‘ all Active Employees’  Type text in ‘Additional Comments’  Click ‘ ’ button ** goes to all addresses entered in Security

 Click the Upload button on Toolbar  Sends a copy of the database to PSI’s FTP site  Allows PSI to test scenarios and look into issues without affecting your live data