Lineal will be launching a new major version of SQLWorks in 2017.
Version 8 will bring a host of new features to our flagship business management software, as well as provide existing SQLWorks customers a greatly improved user-experience.
Managing Director of Lineal Mike Matthews explained: “We were determined to release a major new version of SQLWorks this year, and wanted to implement the customer feedback we’ve been gathering in recent months.”
“By changing to the StudioWorks 8 framework, SQLWorks Version 8 will allow us to update the technology behind our business software – modernising the visual ‘look-and-feel’ to be more intuitive, adding greater flexibility, and offering more options for integration.”
Version 8 is expected to be available from Autumn 2017 – check back for more soon!
SQLWorks Accounting includes the option to enter Journals both manually, but also offers the chance to save time by importing journals from a spreadsheet of data directly to your Nominal Ledger.
When in the Nominal Ledger click ‘Journal’ in the top toolbar, and the add Journals window opens. To begin importing your journals, click the ‘Import Journal Option, and browse for the file you wish to import.
Imports must be imported using a fixed format from a template file: a copy of which can be found within your SQLWorks installation ‘Misc’ Folder as a Microsoft Excel spreadsheet – or downloaded here.You will need to enter your data and save the file as a tab-delimited text (.txt) file before importing.
SQLWorks will warn you if the data you are seeking to import is old, and may block you from entering nominal journals into locked accounting periods.
Once importing journals has run successfully, your nominal journal data will appear in the list of journals to be added, and users can commit them to the Nominal Ledger by clicking ‘Save and Close’.
SQLWorks includes two levels of security permissions: Group and User security.
User security states which parts of SQLWorks a user has access to (visible within menus) and does not have access to.
Group Security sets permissions for groups of users, including every user in that group and overrides an individual’s security settings.
To review your SQLWorks users, click the ‘System Administration’ button on the main navbar. If you wish to review your users, click ‘Users.’ This displays a table with every valid SQLWorks user at your company, and administrators can double click to view or edit an individual’s user settings.
To review your SQLWorks groups, click ‘Groups.’ This displays a table with your saved Groups of users. You can also add a new group, copy or edit any existing group from this table.
To change your security settings, click ‘Security’ (1). This loads your list of groups in the left hand list, with the users contained within any selected group in the right hand list. By clicking the ‘Add’ or ‘Remove’ buttons you can add or remove individual users to the correct group.
By using the ‘Group Windows Security’ Tab along the top, you can also set the permissions for that group (and therefore the users contained within it.) Grant access by clicking the checkboxes next to each area of the system, and give ‘Basic’ (find, add new or edit) or ‘All’ permissions (find, add new, edit, edit multiple or delete.) (2)
There are no limits on the size or number of groups users can be assigned to, so your permissions structure can be as simple or complex as your internal company policies require. Please ask the SQLWorks team if you need help or advice on setting up security permissions settings, or on IT security best practice.
By default, SQLWorks has one ‘Admin’ group which has administration permissions for the Sales/Purchase Ledgers, Stock Ledger, Finance and CRM sections. This can be changed to different groups in larger organisations – for example to designate a different administrator for sales/purchasing.
Once you have your users and groups configured correctly, simply close the System Administration window, and your SQLWorks security permissions will be in place when each user next logs on.
SQLWorks Security Permissions
Bank Ledger – Security permissions for managing Bank accounts and cash accounting
Bank Accounts – Lets users see Bank accounts within the Bank Ledger.
Bank Transactions – Lets users access options for bank transactions within the Bank Ledger.