Please refer to the instructions in the !ReadMe file provided with the installation kit.
Load !EnBank in the usual manner by double-clicking on its icon from a RISC OS directory display. This will load the application and display its icon on the Icon Bar. However, the there are a number of additional steps required the first time you load the application.
!EnBank supports multi-currency operation. It does this via external 'Currency Services' that must be configured before you can load !EnBank. Currency services are maintained via the Currency & Exchange Rate maintenance program: !EnCurr.
You need to configure currency services even if you are not going to use more than one currency. The basic set-up is described below. For a more detailed explanation, please refer to the separate multi-currency documentation, available here.
First you need to define your Exchange Rate Types. Load !EnCurr and select Settings... from the Icon Bar Menu. This will open the Currency Configuration & Settings dialogue. Exchange rate types can be changed at any time so for now it is sufficient to simply save the default values.
To define your Base Currency, select-click on the Icon Bar icon. This takes you into Currency Maintenance. Click 'Add' to add a new currency. By default, the first currency you add is presumed to be your base currency.
Quit !EnCurr to activate your choices. You may now load !EnBank.
!EnBank employs a simple multi-user model that controls access to the software and the accounts within. Refer to the section on Accounts for more details on account protection and sharing.
You must set-up at least 1 user account in order to use !EnBank. Adjust-click on !EnBank's icon on the Icon Bar to enter User Maintenance. You will be prompted for the Administrator Password which, by default, will be Blank.
Add the required user accounts. If you wish, you can avoid the user logon process altogether. Simply set up a single user account and leave the password blank.
Not essential, but now might be a good time to change the administrator password. This password grants access to User Maintenance, from where security settings can be changed.
Select-click on the 'keys' button to change the administrator password.
Upgrades are available from the web site. The kits are distributed in zip format. Refer to the !ReadMe file supplied with the kit for specific upgrade instructions.
The first time !EnBank is loaded after performing an upgrade it is possible that the data contained within the application will require conversion. If this is the case, !EnBank will automatically launch the Conversion Utility to bring your data structure up to date.
!EnBank is supplied with a built-in licence, known as 'Basic Home Use'. This free of charge licence grants, for non commercial home use, restricted access to some of !EnBank's features. 'Basic Home Use' also limits the volume of data that can be maintained to 5 Accounts, 10 Standing Orders and 500 Transactions.
To remove the volume restrictions and to access all of the features described in this guide, you must obtain a 'Full' licence. Licence options and pricing can be found on the web site.
To Activate a Licence PAK, Product Authorisation Key, you use the utility, !EnLicence. Load !EnLicence and drag the Licence PAK to the icon on the Icon Bar. Select-clicking on the !EnLicence icon on the Icon Bar will list your current licences. Quit !EnLicence to activate the PAKs.