How can I use Standard Books in my home office?
Working in a home office is a new reality for many people. The more skilled we are at using remote working technology, the better our working days at home will be.
We made a short summary of tips and tricks about Standard Books.
It is essential to have a stable internet connection if you want to use Standard Books in your home office. For large amounts of data, you may also purchase a separate router that is used only for work. The internet becomes more stable when using a cable connection.
- How can I install Standard Books on an employee’s computer?
You can install Standard Books on as many computers as you wish. However, the number of users that can be in the program at the same time is limited. Installing the program on your computer is easy – you can certainly do it with the help of the instructions.
• How do I close the program ‘by force’ if needed?
This is needed when the program has crashed, or when the ‘network is ‘not responding’. Use Task Manager and End Task on Windows computers, and Force Quit on Apple computers.
• How do I update the key?
If a message is displayed stating that printing is not possible with limited use, you must update the key manually. You will find ‘Internet keys’ in the settings. Please press ‘Get a new database key’.
• How do I give a new person user rights for the program?
For this, a new ‘person’ must be created in the program register. If the person has to be able to work with several different companies, you must create a new ‘global user’. With the relevant settings, you can give each user the rights they need.
• How do I validate users?
It is definitely safer for the user to log into the program with their own e-mail and password. This requires user validation. The password must be at least eight characters long and easily recovered if forgotten.
• How and why do I create different user groups?
The logic behind user groups must be considered in relation to the settings. Not all users need to have access to all the data, and each user should only have access to the data they need.
• How can I use shortcuts?
Shortcuts make your life more convenient. For example, you can drag the menus you use the most to the very first window of the program. You can also save a variety of documents, create folder systems, take notes, or save links as shortcuts. Shortcuts are only visible to the specific user. A shortcut can be removed by making the line active and then using the backspace key.
• How do I create a visible folder system?
You can create a folder system which is visible to the users according to their respective rights.
• How can I convert reports with my selected settings into shortcuts?
Each user can create reports into shortcuts and add the necessary settings to the reports. For example, you select the Diary and make the ‘Show VAT Codes’ setting active. This way, you don’t have to start ticking the boxes every time you need to take a report. A report with user-selected settings can very easily be forwarded directly to your colleague via an e-mail from the program.
• How do I send ‘active’ reports?
The program allows you to send an active report that is ready for editing for colleagues. You don’t have to save the report as a ‘closed’ PDF file if there are different people working with the same file. This solution makes working with reports especially easy.
• How can I communicate directly with colleagues in the program?
In Standard Books, you can communicate with your colleagues and send e-mails. If you send an e-mail to a colleague, the colleague can comment on it directly in the program. The comment is saved, and your inbox indicates that you have an unread message. This solution is somewhat reminiscent of chat software. For example, in Excellent, all the communication between colleagues takes place in the Standard Books program.
• How do I use the program calendar?
The calendar is also integrated directly into the Standard Books software platform. To schedule mutual plans more effectively you can also see your colleagues’ calendars
• Why use TeamViewer?
TeamViewer is a software program that can be very useful, especially in the current situation. It helps your clients and colleagues offer online consultation. Excellent’s consultants use this program in their work all the time.
• Why do I need a MyStandard environment?
These days, the MyStandard environment might be especially handy. After logging in, you can see your company, restart the server if necessary, and check the company’s activity log. Updating and changing the login password is very easy.
• How do I start using e-invoices and digitize expense checks?
An e-invoice is an XML file and, for example, the Estonian public sector now only accepts e-invoices. The need to do business without contact also makes us prefer e-invoices. To start sending e-invoices, you need to choose a suitable operator, sign a contract and make some configurations to the program. An e-invoice leaves the program at the moment of confirmation and reaches the customer’s business software. Operators also offer a number of additional services, such as digitizing incoming invoices in PDF format or sending an e-invoice created by you to a customer in the form of a PDF file or as a regular paper invoice. E-invoices can also be sent to Finnish companies. Expense checks are also easily digitized – for example, you can use a mobile application called CostPocket for this. It is not always necessary to create a purchase invoice based on a check in the program, instead you can create expenses.
• How do I send documents by e-mail?
If you have an e-mail address attached to a contact, it is easy to send e-mails directly from the program. The text of the e-mail can be prepared automatically if required, and the program creates the PDF file by itself. You can send several invoices at once.
• How do I export attachments?
PDF files of purchase invoices or photos of expense checks reach the program as attachments. PDF invoices for sales invoices are also created as attachments. These attachments can easily be exported if needed. The attachment file is created at the Excellent cloud server, and you will receive all the attachments by writing to info@excellent.ee. Attachment export is company-specific, and you must carefully consider the attachment name when adding attachments – this helps you to more easily identify the right file later on.
• How do I interface the program with my online store?
This is a very topical issue at the moment. The solutions here are largely individual and company-specific, and depend on the online store software. You can write to info@excellent.ee or myyk@excellent.ee
We have also a webinar in estonian on our YouTube channel
