Paymee Menu

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Click the appropriate menu item to jump to that topic:

Toolbar

 

Project Menu:

PrjMenu

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New Update - Will prepare the project for a new update.  That is, it will advance the data date & move all current 'This Application' values to 'Completed'.

 

Create New Project - Opens the New Project Wizard to create a new Project.

 

Print Paymee Project - Prints the Payment Application.  This is the same as using the Excel File -> Print command, except that 'Print Paymee Project' includes options to print copies for cc's.

 

Save as Paymee Template - Save the project as a template so that the New Project Wizard can use it to set default headings, line item descriptions, & settings.  This saves time when creating a new project that is similar to an existing project.

 

Export As Locked Excel File - Export the Payment Application as a locked Excel file that under normal circumstances cannot be edited.  The only fields that can be edited are fields for architect/owner editing.  This is ideal for sending the file for approval.  Paymee is not required to view the exported file (only Excel).  **This feature is available on the Licensed version of Paymee only.

 

Export As Unlocked Excel File - Export the Payment Application as an unlocked Excel file that can be further edited manually or customized by the user.  Once exported a file looses all Paymee functionality.  **This feature is available on the Licensed version of Paymee only.

 

Register Paymee - Visible in the un-licensed version only.  Bring up a dialog with information on licensing Paymee.

 

Add Menu:

addMenu

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Line Item Below - Adds a line item below the selected item (Detail sheet).  If more than 1 row is selected it will insert the same amount of line items as is selected.

 

Sub-Heading Below - Adds a Sub-Heading below the selected line item (Detail sheet).  This does not effect any calculations or totals.

 

Section - Adds a 'Section'.  A 'Section' is just a group of detail lines with it's own subtotal (Detail sheet).  A section is categorized as base work or extra work.

 

Your Company Logo - Adds a logo (any Excel supported image file - gif, jpg, bmp ...) to the Summary sheet. **This feature is available on the Licensed version of Paymee only.

 

Delete Menu:

delMenu

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Line Item(s) - Deletes the line items indicated by the current selection (Detail sheet).

 

Entire Section - Deletes the Section indicated by the current selection (Detail sheet).

 

Company Logo - Deletes the Logo if one has been loaded (Summary Sheet).

 

Settings Menu:

settingMenu

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Setup & Options - Sets overall settings & customization options including content, colors, layout & function.  Items in noted in the dialog in Bold are only available in the licensed version of Paymee.

 

Retainage Settings - Setup the calculation of Retainage.  At any point in the project this can be changed to reflect a decrease or release in Retainage.

 

Show Summary Window - Shows the pie chart from the Summary sheet in a window on the detail sheet as a reference.

 

Paymee Help

helpMenu

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Paymee Help - Opens up this help.

 

Show Tip - Shows a tip.  This can be also set/disabled on startup from the Setup & Options Dialog (Setting Menu).

 

About Paymee - General information about Paymee including Paymee version.

 

About Sapro Systems - General Information about Sapro Systems.

 

Register Paymee - Visible in the un-licensed version only.  Bring up a dialog with information on licensing Paymee.

 

View Menu

viewMenu

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Freeze Headers - Freeze the top portion of the Detail Sheet so that you can scroll down a large file without 'losing' the headers.

 

Normal View - No panes are 'frozen'.  Scrolling works as usual.

 

Freeze Desc. - Up to the Description column is frozen so that you can scroll right without 'losing' the description.

 

Freeze H. & D. - Freezes both the headers & description.

 

Find Shortcut

findMenu

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Find - Search for a text, or number in the Detail sheet.

 

Goto Shortcut

gotoMenu

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Goto - Jump to a Section or Sub-heading by clicking on the Section or Sub-Heading name.

 

Save Shortcut

saveMenu

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Save Shortcut - Save shortcut, saves the active project.  This is the same as Excel's File -> Save command.

 

Happy Menu

happyMenu

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Register Paymee Shortcut - Visible in the un-licensed version only.  Bring up a dialog with information on licensing Paymee.