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Getting Started
1. Where can I get help getting started with Omni Accounts?
The F1 key.
Pressing your F1 function key will open up Omni’s context sensitive help.
Daily processing.
This PDF will assist you in understanding how to do some common Daily Processing tasks in Omni Accounts:
Daily Processing
Training courses.
Regular training courses are also available in Johannesburg, Durban and Cape Town. Full details on course dates and contents are available on our website
www.omniaccounts.co.za.
Our Introduction to Omni Accounts costs R275.00 for a three hour course.
One-on-one training with an Independent Omni Consultant.
If you require someone to come out to you, we can refer you to an Independent Omni Consultant. To have someone assigned to you, please visit
contact us
, choose the option to â“be referred to a consultantâ” and enter a brief description of your needs. please bear in mind they are independent of us, and all have their own rates.
Getting Started Guide
if you purchased a boxed product, please refer to the Getting Started booklet within. If you purchased via a download, you may access this same booklet via this link:
Getting Started
2. How can I add my logo and banking details to my invoices?
Go to Tools | Options | Edit Company Setup.
Click on the Edit button next to "Main Branch".
Go to the Printing Tab. Here, you can pick a default bank account, and add the company's logo.
Make sure you print using an invoice template that prints the company logo, for example "Block Style".
Omni FAQs Support
Back to FAQs
Getting Started
1. Where can I get help getting started with Omni Accounts?
2. How can I add my logo and banking details to my invoices?
Correcting Transactions
1. How do I correct a processed transaction?
2. Why can't I edit or delete a processed transaction?
3. Why can't I edit my unprocessed banking transaction?
4. Can't I just delete all my transactions and start over?
Deleting Accounts
1. How do I delete accounts?
2. Why can I only deactivate an account, and not delete it?
3. How do I reactivate a deactivated account?
Remote Desktop / Terminal Services
1. What is remote desktop?
2. Why is it useful?
3. What is the difference between Remote Desktop and Terminal Services?
4. Does the client I am logging in from also need to be a windows PC?
VAT Rate Change
1. VAT rate has changed
2. Up date VAT rate in batches
Year End
1. When do I need to process a Year End?
2. Once I have done a Year End, will I still be able to post to the previous financial year?
3. What does processing a year end do?
4. How to Process a Year End
5. How do I go about entering adjustments given to me by my accountant?
6. I can't copy my Company
7. I need to process for the next Financial year, but the menu options are all greyed out.
8. How do I print a Balance Sheet?
9. Do I need to pay anything to be able to work in the new financial year?
10. I cannot process the year end due to the nominal ledger being out of balance.
11. I cannot process the year end due to the system thinking users are logged in
12. How do I reverse a Year End?
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