Software Spotlight: Tips and Tricks

CapellaFX software brings users improved economic effectiveness and operational efficiency, significant cost reductions, standardized controls and much more.

Get even more from Capella with these operational tips and tricks and ensure your fourth quarter goes on without a hitch.

Tip 1: Updating Your Calendar for Year-End

Always be sure to get your calendar ready for the next year and beyond. To update your calendar simply go to Company Setup window/Accounting Periods tab and click on the “New FY” button. Capella will prompt you on what information it may need to establish the new period in the system. Be sure to click the “SAVE” button to save the new calendar.

Tip 2: Audit Reports

You can easily provide audit reports from Capella. These reports can tell you such things as what access each user has in the system and which trades were amended and when. To access the audit reports in Capella, go to the Security window from the main menu in Capella. In the lower left-had corner you will see a “Changes Log” button. If you click on this button it will take you to the various audit reports Capella has to offer.

Tip 3: Resizing the CapellaFX Window

Have you ever been in Capella and not been able to see the whole window? Is the window so big that the buttons at the bottom aren’t showing or perhaps you can’t see the top of your screen any longer? A quick way to fix that is to hold down the “control” button while pushing the plus or minus key. That will change the size of the Capella window. Alternatively, you can also right click on the icon in the lower left-hand side of the screen and then choose center, maximize or minimize.

Please contact the Capella Support Team by clicking here or on the “Client Support” icon on the Capella home page.