Installing on an additional workstation (SQL Express)
Install Treasury Software (client) on the workstation.
Obtain the same version of software from your administrator that you are using on the other workstations.
The version number can be found by starting another workstation's copy of Treasury Software and entering into an account. Then from the main menu select 'Help' > 'About'.
Don't have the installation file for the same version?
Stop here and follow the instructions for upgrading SQL Express.
Install the software on a workstation (make sure that you have administrator rights to the computer).
Start the software. From the 'Welcome New User' screen, select the application you are using (ACH, Bank Reconciliation or Positive Pay).
From the top menu select the 'Settings' tab then 'Migrate to SQL Express, SQL Server'.
Note: If you are using a version prior to 2013. From the main menu select 'File' > 'Migrate to SQL'.
Point to the computer hosting the SQL Express database (must end in TREASOFT), and
check the SQL Express check box.
Complete the wizard. The system will prompt you to exit and re-enter.
From the 'Welcome New User' screen, select the application you are using (ACH, Bank Reconciliation or Positive Pay).
Add the accounts as appropriate.
From the main menu select 'File' > 'New Account' > 'Add an Existing Account'. Select the accounts that the user should be able to see on their list of accounts.
Enter license and custom codes.
License - From the main menu select 'File' > 'Enter License Codes'. Enter the codes and click 'Register'.
Custom codes (if applicable) - From the top menu select 'Settings' tab > 'Import, System'.
Note: If you are using a version prior to 2013. From the main menu select 'File' > 'Options' > 'General' > 'Custom' tab.