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General Questions
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Data Entry Questions
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User Profile Questions
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Administrative Type Questions
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Compatibility Questions
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Support Questions
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Billing Questions
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General Questions
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| What steps do you take to provide security for customer data? |
| Personal Financial Organizer is committed to keeping your data secure. We treat your data with as much care as we treat our own data. SSL encryption is used on pages where sensitive information is being passed. Unique usernames and passwords are required in order to gain access to any data. We will not sell or otherwise share any of your information with any 3rd parties without first gaining your consent. |
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| Who exactly is Personal Financial Organizer? |
As a small technology consulting company a few years ago, our staff became very frustrated with the frequent Customer complaints about having to learn Quickbooks and other software and their desire to just do what they love. New versions of QuickBooks were released, but always with the same learning headaches additionally, some staff members were using Mac computers creating it more difficult to train people on different platforms.
We decided the only way to properly address the issue was to build a application that required no learning curve that was our Paper book based product . Our customer asked for more and our staff loved the idea of providing the same as a web based application.
While reviewing the QuickBooks® message boards, we realized that many other small businesses were having the same problems we were. So we decided to make the application available for public use. We added many additional reporting features and different methods of entry for ease of use. Personal Financial Organizer has since been spun off on its own and has been providing this valuable service for over 5 years now. |
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| Can my company install Personal Financial Organizer on our own server? |
| Personal Financial Organizer is only available as a subscription based service. There are currently plans to offer the service as a standalone, downloadable application. A subscription based service allows us to make new enhancements immediately available to all users. Additionally it allows us to troubleshoot any technical issues more expeditiously with little delay in deployment. |
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| What are Personal Financial Organizer's hours of support? |
Our main hours of support are 8:00 am to 5:00 pm U.S. Eastern Time.
We do monitor our Web Site and email throughout the day, so please allow us 24 hours to respond to your Support, Sales and Suggestion emails.
Personal Financial Organizer observes the following Holiday schedule and will not be responding to support emails.
New Years Day, January 1
Memorial Day
Independence Day, July 4
Labor Day
Thanksgiving, November
Christmas, December 24-25 |
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| Return to General Questions |
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Data Entry Questions
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| Once the data entry has been 'Entered', is there a way to change that entry? |
| After the data has been entered you can edit the same as needed. If multiple dates are to be adjusted we suggest that you total the amount in question and enter an new entry with a negative # so as to avoid tedious repetitious data entry we suggest you use the last day of any given month as an adjustment date. |
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| In my weekly view, I have entries that show amounts. Why is this? |
| By clicking on that '0' on the amount you may have created a record with no amount associated with this sale or expense you can edit this as necessary. |
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| Why can't a zero dollars be entered as a legitimate cost for a sale? |
| You can enter zero or any negative number you choose. Although logic dictates that a sale has not occurred if no exchange of funds has happened. The legal implications are outside of the scope of our application. |
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| How do I delete a sale entry or a group of time entries? |
| Sale entries can be edited or deleted by navigating to the daily time entry from or by entering and equivalent negative amount anywhere within the day of the transaction or at month end. |
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User Profile Questions
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| How does the configuration drop down box get populated? |
| Each user has the opportunity to adjust the days to save their unique category configuration entries in the profile page. |
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| How do I see my password or what do I do if I forget my password? |
| The 'Forgot Your Password' link on the login page is the only time that your password is presented in visible form. Your username and password will be sent to your email address provided it matches the email address you have given us in your profile. It is x'ed out for security purposes otherwise. |
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| Can I have an assistant password? |
The answer is no, because the service is for individual use. Should you choose to share your password your financial information is open to that person we have not set up a way to keep track of changes made by anyone other than the password holder so should you choose to share your password your record will only be as accurate as the degree of care that person may have. |
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| In the profile section what does "Basic or Advanced" mean? |
| Your subscription provides you the opportunity to sign up for a more robust feature pack version of the program that allows additional reports and export capabilities. |
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| Is it possible to have Personal Financial Organizer automatically open to a specific page after log in? |
| Yes. Go to the User Profile Page in Personal Financial Organizer. In the section marked Default Settings, select the initial page from the drop down box of entries in the 'Set as Initial Page after log in:' row. |
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| Why do I have empty daily reports? |
| On any given day you may have not entered any data after opening such date and clicking on items. |
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| How do I change multiple amounts? |
| You can edit any amount on any given day by selecting the day and clicking the edit button provided. We suggests that if the changes are substantial that the user enter a negative amount equivalent to the amount of the adjustment needed on the last day of the month were the pertinent group of transactions may have occurred. |
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| How do I use the notes section? |
| The notes section was develop to allow the user to jot down notes on anything they may need to remember at a later date. We have created a filter to facilitate the review of day’s with notes should you be searching for a note and do not remember the date it was written on. |
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Administrative Type Questions
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| Is software currently available to run GMT on our local servers? |
| The GMT application was not originally developed with the intent of porting it to other servers, so this would require some custom development to get the system ready for use on a local server. While that is not a problem, it does mean a sizeable upfront investment for your organization. To operate our software on local servers you will need to be running Windows NT or Windows 2000, along with a licensed copy Microsoft's SQL Server 7.0. Contact us with inquiries. Advantages of using Personal Financial Organizer as a centrally hosted application: A. You can access the service from anywhere in the world with a web connection. No special software needed. B. Any time we make an update to the software or add a new feature, it’s instantly available for you the next time you log in. No more annoying service packs or upgrades to download. C. A centralized service helps to keep our costs down which means we can offer the service to you at an extremely low price. |
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| Does export to excel support ASCII? |
| All employees and their respective time entries are included in the same .If file each time you export. QuickBooks® reads the .If file and enters time for each user as included in the .If file. The .If file that is created each time you create an export file will contain only time entries that have not been previously included in an earlier export file and that have been marked 'Approved'. You can also set the date thru which the available time entries are included in the export file. |
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| Do I need a web server? If not, how do I get the data imported and exported? |
| Sepfo.com has been designed as a remotely hosted service. You do not need to use your own web server. All data is uploaded to the site via your QuickBooks® .if file via a secure connection. When you're ready to bring time entries back into QuickBooks®, that data is exported into downloadable files. These files may be brought into QuickBooks® at any time. |
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| How do I add employees? |
| New employees must first be added inside of QuickBooks®. Then you must export a new .if file from QuickBooks® and upload this new .if file into Personal Financial Organizer. Finally one of the companies admits must log in to Personal Financial Organizer and click on the Employee Roster. |
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Compatibility Questions
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| Can this service be used on a Mac? |
| No. We don't currently supports this. |
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| What version of browser should I be using? |
| For time-trackers, Personal Financial Organizer supports browsers at least as far back as version 3 of Netscape Navigator, Microsoft Internet Explorer and AOL (Windows & Macintosh operating systems). Version 4+ browsers are recommended. Personal Financial Organizer has also been tested on Linux, using Netscape 4.7. In order to initially set up an account, you should have at least version 4 of AOL, Internet Explorer or Netscape Navigator to upload your company file to the Personal Financial Organizer site. |
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| Do I need to have Cookies and/or JavaScript enabled in my Browser? |
| Both Cookies and JavaScript need to be enabled to make Personal Financial Organizer work properly. Many of the features of GMT depend of JavaScript. Each of these settings may be automatically set in your Browser; however, if you have turned them off in the past, you will need to turn them back on. To turn these setting on, you will need to go to the Internet Options settings. In the Security Section under the custom settings, you will find both the Cookies and the Scripting areas. You should enable the settings for each of the sub areas within Cookies and Scripting. Also allows third parties cookies. To turn these setting on, you will need to go to the Internet Options settings. In the Privacy Section under the advance settings, you will find both the Cookies First-Party and Third-Party, should be Accepted along with check box Override Automatic Cookies handling checked. |
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| What versions of QuickBooks® are compatible with Personal Financial Organizer? |
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Support Questions
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| Is there a way for me to know when there are new improvement to PFO? |
| On the Profile page you can select 'Yes' for Receive Personal Financial Organizer Announcements. On occasion the GMT administrators send an announcement of the new developments in GMT and this will assure you of receiving this information. |
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| Is there a fee for technical support? |
| General support through the web site is offered free of charge through the web site forms and via email for Personal Financial Organizer users. We currently do not offer phone support. |
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| Can my company install Personal Financial Organizer on our own server? |
| Personal Financial Organizer at the current time is only available as a subscription based service. There are currently plans to offer the service as a standalone, downloadable application. A subscription based service allows us to make new enhancements immediately available to all users. Additionally it allows us to troubleshoot any technical issues more expeditiously thus the delay on this additional deployment. |
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| Is it possible to have someone call me? / Is there a number I can call? |
| At this time, Personal Financial Organizer does not offer Phone Support. One of our goals at Personal Financial Organizer is to provide quality service at an affordable price. We look for many ways to keep our costs to an absolute minimum. Providing sales and technical support via the web is one of the ways that we're able to keep our prices so low. We welcome your questions via email or through our web forms on the site. We do our best to get you a response within 1 business day. |
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Billing Questions
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| What methods of payment do you accept? |
We accept all types of credit cards including pay pal
All clients will be billed automatically on the first of every month.
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| I've been using the free trial and love it. I want to subscribe to the service - how can I do this? |
| It's easy. Just log in to Personal Financial Organizer, click on the "Subscription Screen" link in the Home page, and You will be redirector to our secure payment provider enter your information. Your card will automatically be charged the appropriate amount on the first of every month. You will receive an email confirming the amount charged. |
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