Notespro setup




















Full list of Desktop settings:. Installing and setting up desktop To start using My Notes on your mobile device, you should first install My Notes Desktop software on your computer, which is available for all Linux , Mac and Windows platforms where IBM Notes formerly known as Lotus Notes client can be installed. Enter your connection settings. SSL connection is recommended, and proxy should be specified in case required by your network. Enter the password required for authentication and for traffic encryption between your My Notes Desktop application and your mobile device s.

Upon Setup Wizard completion, QR code screen is displayed to quickly connect your app as soon as it is ready. Installing and connecting mobile app The first step with your mobile device is to install My Notes app from App Store or from Google Play, depending on whether you have iPhone or Android phone respectively.

Use setup lines to control how default amounts for payment fees are calculated. For example, you can create setup lines for methods of payment, payment specifications, currencies, and time periods.

You can also create setup lines for a percentage or amount based on day intervals, such as an interest percentage based on the length of time that a payment is overdue. For more information, see Vendor payment fee form. Click Payment fee setup to open the Payment fee setup form. In the Method of payment field, select a method of payment to use for the payment fee. The method of payment for the payment fee may be different from the method of payment for the payment that the fee is based on.

In the Payment specification field, select the payment specification to use for the method of payment. You can set up remittance fees that are charged by a bank for each remittance file that is generated. The remittance fees are posted when the remittance has been confirmed, and the realized fee amounts are known. These fees are different from payment fees, which are paid to vendors and are attached to journal lines.

Select a bank account or click Bank account to create a new account, and then enter information for the bank account. For more information, see Bank accounts form. In the Fee journal field, select a journal to use for the generated remittance fees.

In the Collection expenses fee , Discount interests fee , and Invoice remit fee fields, enter the amounts charged by the bank for each type of remittance. For each type of fee, select a ledger account to post the fee expenses to. Specify the document layout required for each bank account that you will generate printed promissory note documents for. Select or create a bank account, and then enter the bank account details. Click the Setup tab, click Promissory note , and then set up the layout.

For more information, see Promissory note layout form. For each vendor that you will pay by using a promissory note, you can set up a default method of payment for promissory notes. Select an existing vendor, and then double-click the vendor account. In the Method of payment field, select a method of payment that is set up for promissory notes. Journal names setup form.

Bank accounts form. Promissory note layout form. Vendor bank accounts form. Methods of payment - vendors form. Vendor payment fee form.

Vendor payment fee setup form. Vendor posting profiles form. Skip to main content. This browser is no longer supported. Download Microsoft Edge More info. Contents Exit focus mode.

Please rate your experience Yes No. Configuring the application was virtually no problem at all. So how does it work? Mail — Not bad, but not great. Contacts — We have far, far too many people in our public address book to support this functionality. To-do — I rarely use the Notes to-do list, but it imported mine with no problem.

I truly appreciate that. I e-mailed Jimmy shortly after downloading the upgrade, and he is promising better formatting for e-mail in an upcoming release. I also asked him about interacting with the native Contacts application, as the SDK allows access to this. Jimmy replied that he likes keeping his business information separate from his personal information in the native application.

Fair enough. I suppose we can agree to disagree on that one. All-in-all, I rather like this, especially as an early release application. Jimmy — It works, but it looks like the sorting is a bit off. I have contacts all over the place. I know someone that downloaded this app and when he configured the mail portion of the app, when he receives his mail, it shows his oldest mail and not his newest.

On the client side of LN, he is using 6. How do i configure it so that it shows the newest email? Jimmy is very good about responding to e-mail, so e-mail him at iphone jimmymooney.



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