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Technical Support Knowledgebase

Welcome to the StorMan Software technical support knowledgebase. There are 3 ways to use this index page... you can either use the search-box at the top-right of this page to search the entire knowledgebase for keywords, you can browse it manually or use CTRL + F on PC (COMMAND + F on Mac) to search just this page for a particular keyword.

Guides Guide for Accountants Guide for IT Technicians Guide for new StorMan users

Popular areas Backups Banking Customers Daily New users Reports

Complete index of Knowledgebase Articles

Introduction & Basic Fundamentals / First-run An Introduction to StorMan Support Automatic Updates Installing StorMan So... you're new to StorMan? The 3-step StorMan customer process The difference between: Cash Sale / Other Credit Sale / Agreement Access Control Systems & Gates Assigning a timezone to a customer Manually download PINs to the gate Remote Names Setting up Access Control (generalised article) Setting up Access Control - via AccessEzy Setting up Access Control - via DigiGate Setting up Access Control - via Genie Setting up Access Control - via PTI StorLogix Setting up Access Control - via Sentinel Setting up the flat file system Setting up SMS for alarm events Setting up timezones Staff PINs Supported Access Control systems Trigger Names View access control log Accounting Accounting setup & export for MYOB Accounting setup & export for QuickBooks Accounting setup & export for SAGE Chart of Accounts Exporting to Accounting Software Exporting transactions Frequently asked accounting questions Importing Westpac PayWay Payments New Zealand GST increase Reconcile the Bank Account Supported Accounting Packages Advam All about Advam Comparison of 3rd-party providers Setting up Advam SMS Setting up automated Advam Credit Card processing Setting up automated Advam Direct Debit processing Agreements Agreement - Tab 1: Agreement Info Agreement - Tab 2: Customer Info 1 Agreement - Tab 3: Customer Info 2 Agreement - Tab 4: Autopay/Notices Agreement - Tab 5: Access & Insrnc Agreement - Tab 6: Transactions Agreement - Tab 7: Move Out Agreement - Tab 8: Notes & Alerts Agreement - Tab 9: Event Log How to add an Agreement What is an Agreement Analysis Codes Adding / Editing Analysis Codes Analysis Categories Deleting Analysis Codes Making Analysis Codes inactive Reserved Analysis Codes & Sort Orders What are Analysis Codes? Automatic Payments & Payment Providers AutoPay not processing Comparison of payment providers Setting up automated Advam Direct Debit processing Setting up automated Advam Credit Card processing (online) Setting up automated Credit Card processing (offline) Setting up automated Ezidebit processing (credit cards & bank accounts) Setting up Thinc card-present Credit Cards Backups Internet Backups Local Backups - v8.1 server products Local Backups - v8.1 standalone products Local Backups - v9 server products Local Backups - v9 standalone products Restoring from a backup - v8.1 server products Restoring from a backup - v8.1 standalone products Restoring from a backup - v9 server products Restoring from a backup - v9 standalone products Banking Automatically setting transactions to banked Banking summary Charges Analysis Report Modify the date banked Preview the banking process The Banking process Undo a Banking process Berths & Berth Types (for StorMan Marina software) Adding additional berths to an existing agreement Adding berth types Adding berths Berth history error Berth licenses & Berth license upgrades Berth statuses Berth types on special Deleting berths Making berths unavailable Merging berths Multiply berths Removing berth history Splitting berths Transfer a customer to another berth Billing Plans Assign a Billing Plan to a Customer Casual Daily Rate billing Delete a Billing Plan Setting up a Billing Plan Show billing plan incentive or discount on invoice What is a Billing Plan Cash Sales Adding a Cash Sale Refunding a Cash Sale The difference between: Cash Sale / Other Credit Sale / Agreement What is a Cash Sale Customers Accidental Move Out Adding additional berths / items / units / vaults to an existing agreement Adding photos to an Agreement Adding receipts (payments) / Adding refunds Alert note / Alert message Amount tendered Bad debts / writing off customers Bill Next Charges Change agreement number or customer code Converting a Reservation to an Agreement Converting a Sales Enquiry to an Agreement Converting a Sales Enquiry to a Reservation Customer selection window Customer with similar name Deleting a Customer Dealing with a bounced cheque (returned check) Dealing with over-payments Dealing with under-payments Find a Customer Late Cycle Late fees are different between customers Link Agreements (so that multiple Agreements share the same Customer Code) Manually adding a Notice to an Agreement Mass payments Modify Customers - Tab 1: Customer Info 1 Modify Customers - Tab 2: Customer Info 2 Moved Customer into incorrect berth / item / unit / vault Performing a move in Performing a move out Print invoices / receipts Print transactions & notes upon Move Out Quoting Customers Reallocating a payment Removing a berth / item / unit / vault from an Agreement with many berths / items / units / vaults Sending a customer file to Technical Support Setting the primary phone number SMS a customer Split a customer (when multiple Agreements share the same Customer Code) Swap Agreement numbers Swap two berths / items / units / vaults between two agreements Threat level & terrorist activity Tracking waived late fees Transfer a customer to another berth / item / unit / vault Undo Last Charges Waiting List Daily Processing How to run Daily Processing Previewing notices about to be generated Re-running Daily Processing Reprocessing failed Daily Processing credit cards What is Daily Processing Dashboard (aka Control Screen) 5-digit site code Call Centre / Touchscreen dashboard Dashboard Access Control Log section Dashboard Calculator icon Dashboard Calendar section Dashboard Customers section Dashboard Floating Window Dashboard Icons Dashboard Icons (Customising) Dashboard Key Data section Dashboard Messages section Dashboard Refresh icon Dashboard Search for Help section Dashboard Welcome Message section Map Old / Incorrect Dashboard appearing The StorMan Dashboard (aka Control Screen or Main Screen) Email Compose a new email message Email attachments Email merge Emailing invoices Printing an email Sending & Receiving email Setting up email Viewing the Email Log Errors -10002 error -10033 error -10064 error -9939 error 10042 Requested action not taken: mailbox unavailable 10036 SMTP 452 - Requested action not taken - insufficient system storage A runtime error occured when executing the method CHECKACTIVITYDATA Access Control module not switched on Attempt to open locked file for writing - the document cannot be created Blank records in the activity file Clicking on Move In brings up the Find window instead Data file or segment locked Date format not set correctly DNS lookup failed ERR54 Failed - Error code 03 Invalid Merchant GF Analysis Code Inaccurate Reports (Why are my reports inaccurate?) Insufficient user privileges Multiple notices with the same timing points No Analysis Codes setup for Bank Transactions No data file was found for the database "StorMan.4DC" No permission to set a Notice Given date earlier than the current date Notice Days and Billing Plan periods error Out of memory error PDF printing / PDF generation issues Read-only mode Reports showing strange characters (like "e-") Reports with blank fields (why do my reports have blank fields?) Rental Rate Variation Report error Runtime error (The destination string is smaller than the source) SOAP server error StorMan has encountered a problem and needs to close StorMan has stopped working StorMan is unable to confirm delivery of this message TCP/IP v2004, had an error when publishing port numbers The correct Log File for this data file cannot be found The credit card number does not match the Analysis Code selected The system control record is in use by another process Transactions don't have the same match code Understanding 4D Error Codes Berth History dates / Item History dates / Unit History dates / Vault History dates Berth History error / Item History error / Unit History error / Vault History error Berth / Item / Unit / Vault price keeps resetting to zero Event Log Printing the Event Log Using the Event Log What is the Event Log? Ezidebit All about Ezidebit Comparison of 3rd-party providers Setting up automated Ezidebit processing (credit cards & bank accounts) Hardware & Software Computer Hardware Requirements & Internet Connection Requirements How much RAM (memory) does my computer have? How to capture & email a screenshot Installing RealVNC Installing StorMan Remote Support Logging into a computer running RealVNC Network ports used by StorMan Programs that interfere with StorMan Running StorMan Server as a Windows service StorMan is opening the wrong datafile StorMan Mobile (accessing StorMan from Android / iPad / iPhone) Supported operating systems Transferring StorMan to another computer What Operating System does my computer run? Images / Logos Adding images into Letter Graphics How to capture & email a screenshot Logos on invoices Using QR Codes Invoices & Receipts Address block last-line font stying Customising the look of invoices - v8.1 Customising the look of invoices - v8.2 Emailing invoices Find an invoice number How StorMan allocates payments to charges Invoice printing fee Invoice Setup - Tab 1: Preferences Invoice Setup - Tab 2: Invoice header Invoice Setup - Tab 3: Invoice footer Invoice Setup - Tab 4: Receipt design Invoice Setup - Tab 5: Report logo Invoices printing over 2 pages Logo on Invoices Paid to dates on invoices Reprinting invoices Setting the invoice footer

Items & Item Types (for StorMan Rental software) Adding additional items to an existing agreement Adding item types Adding items Deleting items Item history error Item licenses & Item license upgrades Item statuses Item types on special Making items unavailable Merging items Multiply items Removing item history Splitting items Transfer a customer to another item Map Displaying the map on a separate monitor Drawing the map for the first time Editing an existing Map Printing the Map Redraw an existing map using the latest data Setting the map size & scale What is the Map Merchandise Items / Inventory / Stock Adding item quantities into StorMan Adding item types into StorMan Adjusting incorrect inventory levels Alerting when inventory gets low Buying Inventory Items back from Customers FIFO - First In, First Out Inventory count form Inventory item inquiry Merchandise discount plans Selling inventory items Using the stock control system What are inventory item types MultiView Check Berths / Items / Units / Vaults at other site Copy / replicate Analysis Codes (to other sites) Copy / replicate Billing Plans (to other sites) Copy / replicate Insurance Rates (to other sites) Copy / replicate Notices (to other sites) Copy / replicate Rent Increase Rules (to other sites) Copy / replicate Types & Categories (to other sites) Marketing Ranking Report Modify Facilities Occupancy Ranking Report Pay refunds from head office Take payment for other site Notices / Notice Plans Assign a Notice Plan to a Customer Deleting a Notice Deleting a Notice Plan Email merge Label Merge (printing labels) List of common references Notice font resetting to Wingdings (or similar font) Notices with special names What is a Notice Selecting the Notice to use Sending an invoice with a Notice Setting up a Notice Setting up a Notice Plan Setting up the 2009 SSAA Standard Agreement as a Notice Setting up the 2012 SSAA Notice pack Using References within Notices What is a Notice What is a Notice Plan Online Services Online Payments Online Payments - Guide for Web Developers Online Reservations Online Reservations - Guide for Web Developers Storer Check StorMan Mobile (accessing StorMan from Android / iPad / iPhone) Other Credit Sales How to add an Other Credit Sale Other Credit Sale - Tab 1: General Info Other Credit Sale - Tab 2: Customer Info 1 Other Credit Sale - Tab 3: Customer Info 2 Other Credit Sale - Tab 4: Autopay/Notices Other Credit Sale - Tab 5: Transactions Other Credit Sale - Tab 6: Notes & Alerts Other Credit Sale - Tab 7: Event Log The difference between: Cash Sale / Other Credit Sale / Agreement What is an Other Credit Sale Repair Functions Check Activity Fixing NANs Recalculate Balances Rent Increases / Rent Decreases About rent increases Rent increase via Automatic always-running increase Rent increase via Dynamic Rent Control (based on occupancy levels) Rent increase via Manually adjusting a customer's account Rent increase via Once-off wizard Reports (general information) Batch Print or Email Reports Batch Print or Email Reports - Periodically Custom Designed Reports - Apply Formula Custom Designed Reports - Designing a Custom Report Custom Designed Reports - Fixing NANs Fixing NANs Inaccurate Reports (Why are my reports inaccurate?) Key Data section showing incorrect figures Key Stastics Report cannot be run for current date Key Statistics Report showing incorrect figures Reports showing strange characters (like "e-") Reports to run when selling the business Reports with blank fields (why do my reports have blank fields?) Reports (list of reports in StorMan) 90 Day Cash Actual Aged Receivables List Anticipated MoveOut's Arrears Report AutoPay Report Average Length of Stay Berth Activity Report Berth Status Report Cash Received Analysis Consolidated Key Statistics Report Customer Analysis Customer Balances Deposits Held Report EventLog Exceptions Report Export Activity Records GL Report Graph of Occupancy Income Charged Report Income Occupancy Reconciliation Income Received Report Insurance Owing Insurance Summary Inventory Pricing Report Inventory Valuation Report Item Activity Report Item Status Report Key Statistics Report (see also, Consolidated Key Statistics Report) Lien Status Report List of Waived Late Fees Monthly Comparison Monthly Summary Notice to Vacate Occupancy Report Overdue's Report Paid to Date Agreements Prepaid Report Projected Charges Report Rent Roll Report Rental Audit Report Rental Increase Report Rental Rate Variation Rental Variation History Reservation Summary Sales Enquiry Report Sales Promotions Report Staff Conversion Reports SMS Delivery Report Stamp Duty Report Summary of Cash Received Summary of Charges Summary of Discounts Threat Level Report Trial Balance Report Unit Activity Report Unit Status Report Vacant Berth / Items / Units / Vaults Report Vault Activity Report Vault Status Report Reservations How to add a Reservation Reservation - Tab 1: Reservation Reservation - Tab 2: Customer Info 1 Reservation - Tab 3: Customer Info 2 Reservation - Tab 4: Notices & Photo Reservation - Tab 5: Transactions Reservation - Tab 6: Notes & Alerts Reservation - Tab 7: Event Log What is a Reservation Selecting the agreement to convert to if multiple exist Sales Enquiries How to add a Sales Enquiry Quoting Tab 1: Sales & Contact Details Tab 2: Quotes & Notices Tab 3: Notes & Alerts What is a Sales Enquiry SMS Comparison of SMS providers How do I know when SMS credits run low? Setting up Advam SMS Setting up Thinc SMS receipt email delivery Setting up Thinc SMS with delivery receipts SMS Delivery Report System Setup & Other system preferences Credit Card Upload Wizard How do I know when SMS credits run low? Sales Promotions Setting up Advam SMS Setting up Insurance Rates Setting the Print Location Setting up Thinc SMS receipt email delivery Setting up Thinc SMS with read receipts System Setup - Tab 1: Operations System Setup - Tab 2: Backup System Setup - Tab 3: Facility System Setup - Tab 4: Merch Details System Setup - Tab 5: General Prefs System Setup - Tab 6: Online Prefs System Setup - Tab 7: Financials System Setup - Tab 8: Licence Threat level & terrorist activity Third-party Providers All about Advam All about Ezidebit All about Thinc Technologies Comparison of 3rd-party providers Thinc Technology All about Thinc Technology Comparison of 3rd-party providers Setting up Thinc card-present Credit Cards Setting up Thinc SMS receipt email delivery Setting up Thinc SMS with read receipts SMS a customer Types & Categories Adding Types & Categories What are Types & Categories Units & Unit Types (for StorMan Self Storage software) Adding additional units to an existing agreement Adding unit types Adding units Deleting units Making units unavailable Merging units Multiply units Removing unit history Splitting units Transfer a customer to another unit Unit history error Unit licenses & Unit license upgrades Unit statuses Unit types on special Users & Groups / Permissions System Adding / Editing Groups Adding / Editing Users Change your StorMan login password Messaging other users View Users & Groups What are Users & Groups Utilities PDF-XChange - Reinstalling PDF-XChange - What is it? PDFCreator - Reinstalling PDFCreator - What is it? Vaults & Vault Types (for StorMan Vault software) Adding additional vaults to an existing agreement Adding vault types Adding vaults Deleting vaults Making vaults unavailable Merging vaults Multiply vaults Removing vault history Splitting vaults Transfer a customer to another vault Vault history error Vault licenses & Vault license upgrades Vault statuses Vault types on special