- EBMS Knowledge Base
- EBMS Main Documentation
- Getting Started | Initial Installation
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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Getting Started | Company Setup
- Quick User Guide | Financial Staff | Accountant
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
- Quick User Guide | Sales Staff
- Quick User Guide | General Staff
- Features
- Reports
- Reports | Excel Add-In
- Reports | Excel Add-In | Troubleshooting
- Security
- Server Manager
- Technical
- Technical | Data Import and Export Utility
- Technical | SQL Mirror
- Automotive
- Automotive | Parts Catalog
- Automotive | Pricing
- Automotive | Point of Sale
- Automotive | Product Application
- Automotive | Keystone Interface
- Metal Supply
- Fuel Sales
- Horticulture
- Horticulture | Farm Setup
- Horticulture | Processing Payroll
- Horticulture | Managing the Farm
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Sales
- Introduction
- Customers
- Customers | Miscellaneous Customers
- Proposals
- Proposals | Processing Proposals
- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
- CRM | Auto Send
- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
- Payment Card Processing | Loyalty Cards
- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
- General Ledger Transactions
- Point of Sale
- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
- Point of Sale | Advanced Tools
- Signature Capture
- Salesperson Commissions
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
- Purchasing
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes
- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
- Product Attributes
- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
- Workers
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
- Piecework Pay
- Direct Deposit
- 3rd Party Payroll Service
- Subcontract Workers
- Flag Pay
- Prevailing Wages
- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
- MyTime | Setup
- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
- Budget
- Financial Reporting
- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
- Departments and Profit Centers
- Fund Accounts
- Bank Accounts
- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
- Fixed Assets and Depreciation
- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- Fixed Assets and Depreciation | Processing Depreciation
- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
Copying Registry Settings
Only knowledgeable computer users should attempt the following instructions. The following steps are useful in copying user preferences such as options and screen appearance settings quickly from another machine. These steps should only be used for operating system upgrades or replacement computers. All registry settings and defaults can be set from within EBMS so caution should be considered in using this shortcut for a new user.
EBMS stores many user settings within the Windows Registry such as the User Preferences within Sales > Options. Click on the Invoices and S.O.s tab to view the following sample user settings:
Note that the User Preferences are stored in the Windows registry and will be lost if the MS Windows operating system is reinstalled or a new profile is created. These user preferences including many within the other option dialogs will be reset or lost if the registry key used by EBMS is deleted. Note that the Global System Settings located below the User Preferences are stored within the data set and will not be lost if a registry is deleted or a new profile is created.
The registry contains the following user preference settings:
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User settings and preferences as described in the example above.
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Dialog window size - The registry also stores the user defined screen size
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Column appearance - The registry contains the user's preference on displayed or hidden columns. Column widths and other appearance options are included in the registry. Review the Features > Column Appearance section for more details on changing the column appearance.
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Report Defaults - The report dialog contains a Save as Default button that allows the user to default report prompts. Review the Reports section for more details on using report defaults.
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Search List defaults - Search lists settings such as search all or by folder are defaulted in the registry. Other search defaults such as the current column and search order are also part of the user preferences.
Launch Regedit. Do not proceed with this section if you are not familiar with this Windows utility. Defer this process to an experienced MS Windows technician.
The registry that contains the settings described above is found within the registry: HKEY_CURRENT_USER\Software\EshWare\Eagle Business Management.
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Copy the registry key from user profile of the source computer.
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Make sure that this key does not exist in the target computer before the EBMS registry is copied.
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Insert the EBMS registry key into the new computer or profile.
Note: Copying the registry is only useful if the source registry is exported from a machine that has EBMS fully configured with the user preferences set to the user's preferences.
The EBMS software will install using default user preferences during a standard installation.