- 3 -

30 day trial version

- A -

a/p EFT preparation

a/p setup

ACH standard entry class

activating The Scheduler

add/edit client information

app information

app layout

automatic backup

- B -

backup file location

backup location

backup The Scheduler data files

BIN number

buy The Scheduler

- C -

calendar update

cashflow projection

category buttons

CDN import file layout

change user passwords

check boxes

client list

client navigation bar

client receipts

client search report

client snapshot

client update report

close The Scheduler

colour schemes

company logo

IconYour organization profile
IconOrganization Information

computer requirements

contact us

copy/move client

CPA transaction type

CRA tax ID

create the EFT file

- D -

daily limit

data base not found

database cleanup

date display format

date edits

default EFT file format

default library location

default log on ID

default prepare date

default prepare method

default wallpaper

delete a backup

delete history

desktop shortcut

destination/receiving centre

display hints

donation tax receipts

- E -

EFT batch preparation

EFT file location

EFT file name

EFT notifications

EFT reconciliation

ellipsis button

email us

erase batch

EULA (End User License Agreement)

expense EFT preparation

- F -

fast posting

file creation number

folder list

folder password entry

folder passwords

folder setup

font selections

frequently asked questions

- G -

global account number privacy

global amount updates

GMail

GST rate entry

- H -

help location

home wallpaper

- I -

Import file location

import file name

import specifications

importing EFT transactions

importing transaction procedure

installer

- L -

last amount

launching The Scheduler

library base folder

library paths

list box

logging onto The Scheduler

- M -

mail setup

menu position

my help

- N -

navigating the help

navigator bar

network setup

new registration key

no data base found

notifications

notifications location

- O -

Office 365

organization full name

organization information

IconYour organization profile
IconOrganization Information

organization short name

originator id

Outlook

override amount

- P -

PAD/PAC authorization

paper work

payroll EFT preparation

payroll setup

PDF version of the help system

play sounds

preview report

PST rate entry

- Q -

quick start

quick start tutorial

- R -

radio button

reading cheque coding

receiving/destination centre

reconcile EFT upload

recurring EFT preparation

registration change

registration key change

report fonts

reports

reports location

reprint EFT report

reprint notifications

restore a backup

- S -

show/hide tax information

status bar

statutory holidays entry

styles

system status report

- T -

tabs

toggle switch

transaction details

transaction end date

transaction frequency

transaction start date

Transmission Detail Report

IconPreview the Batch Results
IconTransmission Detail Report

transmit export CSV file

trial version limitations

- U -

uninstalling The Scheduler

USD import file layout

user access matrix

user graphics

user interface

IconUser Interface
IconThe Scheduler Layout

user setup

- V -

version update history

version updates

- W -

wallpaper selection

web mail setup

welcome

what is The Scheduler?

what's new

wild card client search

windows navigation sample

- Z -

zero amounts