January 27, 2010
The very first thing anyone must do when using XLGL is to connect to a Simply Accounting Company. From time to time, we receive calls (and emails) from people who are unable to connect. In this article, we’ll look at the reasons you may be unable to connect to your Company Data.
The single most probable reason is that your user does not have Third Party Access right. By default, Simply Accounting users do not have the right to access the data from outside of the program. This includes sysadmin.
To assign Third Party Access right:
- Open your Company Data in Simply Accounting;
- Go to Setup, Set Up Users & Roles;
- Enter the password for sysadmin and click OK;
- Select the user from the list and click Modify User;
- Under Rights With Third-Party Products, click Read-only access or Read/write access.
- Click OK.
XLGL only requires Read access, but if you need to use other third-party, you may need to assign Read/write.
The second most encountered problem has to do with the user name. When accessing Simply Accounting, if you have a user called John, it doesn’t make a difference if you use John or john. The user name is not case-sensitive. However, when connecting from outside of Simply Accounting, this is not true anymore. If the user was created as John, you must use John and not john. A good practice is to have all user name in lower case.
Then, of course, there is the wrong password issue. Make sure you got your password correct. Same thing goes with the file. Sometime people make copies of their database, or change the name when they start a new year. Make sure you’re accessing the correct file.
Here’s a quick check list to finish:
- Make sure you can open the data with Simply Accounting on the same computer where you are using XLGL;
- Make sure you are opening the correct file;
- Make sure you have the correct user name and that it’s spelled correctly;
- Make sure the user has Third Party Access rights;
- Make sure you have the correct password. Changing you password to something simple (such as 1) can help you find if this is the problem or not.
Did you face a different situation? Please, let us know.
Pierre Alain
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Problem Solving | Tagged: Connection, Database, Difficulty, Simply Accounting, XLGL | 
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Posted by Pierre Alain Carrier
November 18, 2009
With XLGL 3.0 out, I think we need to spend some time on resolving general issues with XLGL and listing resources available to you.
About 50% of all support call get can be resolved by updating your system. XLGL is bound to Excel and works on Windows. First, make sure you use Genuine Software and that you have the latest update and Service Packs for Windows and Excel.
Then, of course, having the latest version of XLGL really helps. We constantly make improvement ourselves and release updates as needed, free for anyone with a valid subscription to support. These updates may add new features, but also solve bug and add support for changes made either in Excel or Simply Accounting.
You can look at your current version from Excel, under XLGL > About… You can also run XLGL > Check for Updates to see if an update is available and download it.
What if that doesn’t solve it? When XLGL generates an exception, you can send the error report to us, with your own comment. This is anonymous, so if you want to be reached back, please include your email.
Use XLGL > Contact Support to send us support emails. This will include technical information such as the version of XLGL and version Excel you are using and can help us resolve the issue faster. Emails can include screenshot, workbook, Simply Accounting backup file or any other file you deemed necessary. Too much information is better than not enough.
support@logicimtech.com is the email you want to use if you do not have access to XLGL for some reason.
The help file included with XLGL can also help you solve problem, while learning more about XLGL.
This blog along with the french one continuously provide up-to-date information and solution for XLGL.
Look at Twitter (here in French) for the latest news and alerts.
Check out our web site for examples, tutorials and other information.
Did I forget anything?
Pierre Alain
Leave a Comment » | Problem Solving | Tagged: Add-in, Difficulty, Excel, Service pack, Simply Accounting, Updates, Windows, XLGL | Permalink
Posted by Pierre Alain Carrier
