Select Tools -> Options from the menu.
Browse to the EZ-Scan database that you would like to open when starting EZ-Scan. This typically gets set with the startup wizard and doesn't need to be changed.
This is the amount of time in seconds that is allowed for a database connection to be established. Don't edit this unless you have a problem.
This is the amount of time in seconds for a Query of the database to timeout. Don't edit this unless you have problems.
Here you can define the Header Text for the built in EZ-Scan reports.
This will show a running total of items in the grid in the Status Bar.
This will load the last batch scanned into the grid when EZ-Scan is started.
If you check the 'Allow Grouping of Items' checkbox, you will get an additional 'New Group' button on the right side of the main screen. This allows you to create sub grouping of items that belong together. This is a useful option for linking items together, such as a check and a coupon. With this option enabled each item will be assigned a group Id. Click the button before each group of items is scanned. The same group id will be assigned to each item until the 'New Group' button is clicked again. This will also add a new menu item to right click menu on the grid.
The 'Group selected items' and the 'Group' item under 'Find items from the same' menu are added. This allows you to group items in the grid by selecting the items that you want grouped. It also lets you retrieve items from the same group, as the one in the grid. For instance you could do a search for a check with an amount value of 100 dollars. Once you retrieve the check you can right click on it and choose 'Find items from the same' and 'Group'. This will retrieve the all the items from that group. To revert to the items that were in the grid before doing the group find, choose 'Find items from the same' and 'Revert to the last query'
A Document recognition plug-in is also available that will automatically recognize document types and assign group ID's automatically. Contact PST for details.
When checked this will log all critical activity that occurs in the program, such as deletions, opening and creating databases, editing data, changing options, etc. Whenever an item is deleted or edited the current data for that record is preserved in the audit table before the action takes place. In the Professional version and higher the Username of the user logged in will be saved with each audit record.
Each action is saved in the table with an Audit type designation.
Generic = 0
Edit = 1
Delete = 2
Scan = 3
Database = 4
Settings = 5
Find = 6
Export = 7
Import = 8
PlugIn = 9
Users = 10
Report = 11