SliQ Invoicing - Working With Companies in Server Mode

OVERVIEW

The help topics below explain how to work with companies stored in SQL Server using SliQ Invoicing, e.g. how to move a local company to the server, how to open and switch between companies. Click a link below for help on a specific topic.

Enabling Server Mode in SliQ Invoicing.
Moving a Local Company File onto the Server.
Opening a Company File on the server.
Sharing Custom Invoice Templates Between Users.
Sharing Attachments Between Users.
Switching to another server/ Working with more than one server.
Backing up Server Companies.
Restoring a Server Company from a Backup
Setting up a Server

Note: For help on setting up a server, see Setting up a Server for Use with SliQ Invoicing.

Enabling Server Mode in SliQ Invoicing

Run SliQ Invoicing V6.

If you already have a company open in SliQ, go to the Setup tab then to the General tab and click the Enable Server Mode box.

Enter the SQL Server login details when prompted in order to log in to your server.

If you do not have a company open in SliQ, the No Company Open dialog shows. At the bottom of the dialog is a link to Configure Server Access. Click this link and follow the instructions to set up a connection to the server.

Moving a Local Company File onto the Server

If you have a local company file in SliQ Invoicing that you would like to move onto the server:-

1. Open the local company file in SliQ Invoicing.

Press the File menu option on the top left of SliQ then choose Open a Company File.

Make sure the Local Files tab is selected then either select a recent file or press the Open an Existing File button and browse for a company file.

2. Save a backup of the company file onto your local hard drive.

Press the File menu option on the top left of SliQ then choose Save a Backup.

3. Restore the backup onto the server.

Press the File menu option on the top left of SliQ then choose Create a New Company File.

Make sure the Server Files tab is selected then choose Open an Existing File button and browse for a company file.

SliQ will then create a new company on the server and restore the contents of the local backup into the new company.

Opening a Company File on the Server

To open a different company file on the server:-

1. Press the File menu option on the top left of SliQ then choose Open a Company File.

2. Make sure the Server Files tab is selected.

3. Wait for SliQ to find company files on the server.

4. Choose a file from the list.

Sharing Templates Between Users

If you have edited templates in SliQ Invoicing, e.g. created a custom invoice template, you can tell SliQ to access the templates from a shared folder on your network so that they can be accessed by all users, e.g. when printing or emailing invoices.

To share templates:-

1. On the PC with the custom templates, open SliQ and switch to the Setup tab.

2. Choose the General subtab and press the Configure Template Folder button.

3. Browse to a folder on the server which all PCs/ users can see from their own PCs.

When you choose the folder in SliQ, SliQ will offer to copy your custom templates to the new folder.

A typical place where you might choose to have the custom templates is under the Public Documents folder on your server PC:

4. Repeat the above operation on each copy of SliQ that will access the server companies. On the other PCs DO NOT choose to copy templates however.

Sharing Attachments Between Users

If you added attachments for your companies, e.g. you have added attachments to invoices or to email templates, you can tell SliQ to access the templates from a shared folder on your network so that the attachments can be seen/ emailed with invoices by all users.

To share attachments:-

1. On the PC with the attachments, open SliQ and switch to the Setup tab.

2. Choose the General subtab and press the Configure Attachments Folder button.

3. Browse to a folder on the server which all PCs/ users can see from their own PCs.

When you choose the folder in SliQ, SliQ will offer to copy your attachments to the new folder.

A typical place where you might choose to have the attachments is under the Public Documents folder on your server PC:

4. Repeat the above operation on each copy of SliQ that will access the server companies. On the other PCs DO NOT choose to copy attachments however.

Switching to another server/ Working with more than one server

SliQ Invoicing can work with multiple servers.

To switch between servers:-

1. Press the File menu option on the top left of SliQ then choose Open a Company File.

2. At the bottom of the dialog, click the Click to Configure Server Access link.

3. In the Configure Server Connection dialog choose a server.

If you cannot see the server in the Server Name dropdown, press the Search button and SliQ will search for SQL Servers on your network.

3. Enter your login details for the selected SQL Server and press OK.

SliQ will check the server can be reached with your entered login name and password before closing the Configure Server Connection and showing the company files available on the server.

Backing up Server Companies

Whenever a server company is closed SliQ Invoicing will offer to create a backup unless you choose to turn off the notification about backing up.

Note: For information on automating and scheduling backups of server companies, see: Automating Server Company Backups in SliQ Invoicing.

Backups of server companies can be restored as local companies in SliQ.

By creating a login/ password for a user of a server company you can turn off the automatic backup request when closing a server company.

A backup of a server company can also be made at any time by doing the following:-

1. Press the File menu option on the top left of SliQ then choose Save a Backup.

2. Choose where to save the backup and press OK.

SliQ will then take a backup. If the server company contains a lot of data, the backup may take some time.

Restoring a Server Company from a Backup

1. Press the File menu option on the top left of SliQ then choose Create a New Company File.

2. Make sure the Server Files tab is selected then press the Open an Existing File button and browse for a backup file.