Dispatch Centre — How This Can Benefit Your Business
Module Spotlight | June 2026 ──────────────────────────────────────────────────── The Dispatch Centre is a powerful module within Vault that gives your business a centralised hub for managing and automating outbound communications — eliminating manual
Batch Processing & the Argos Server — How This Can Benefit Your Business
Module Spotlight | May 2026 ──────────────────────────────────────────────────── Batch Processing is a powerful module within Vault that gives your business a centralised way to automate your daily and month-end routines — replacing manual checklists
Dispatch Centre Sending Issues for Microsoft Email Clients
If your Dispatch Centre has recently stopped sending emails, Basic SMTP AUTH being disabled by Microsoft is almost certainly the cause. Microsoft has been progressively disabling legacy Basic Authentication (username/password SMTP AUTH) across all M365
SQL Server 2014 & 2016 End of Life: What It Means and Why You Should Act Now
As organizations continue modernizing their financial and operational systems, database infrastructure often becomes the silent workhorse that goes unnoticed—until it reaches end of life (EOL). Two widely deployed versions, SQL Server 2014 and SQL Server
Product Highlights for the upcoming V5.152 release
We’re excited to share several new enhancements designed to boost efficiency and improve system visibility. Below are some of the key highlights included in the upcoming release. Bailment Curtailment Direct Debits Bailment Curtailment Direct Debit processes
Credit Checking and AML Checks
Having the ability to complete a Credit Check and or AML Check via the Quote Module with a third party supplier.
Quick Access to Client Security Register with [F4]
View security details instantly from any client field! Just as [F3] takes you to Client Details, the [F4] function key provides instant access to the Client Security Register Details from any populated client field. How It Works: Position your cursor
Using File Attachments for Document Management
Keep all client documentation in one place! File Attachments are a specialized Communication Type that allows you to attach external files directly to client or account records. This creates a centralized repository of important documents that's accessible
Using Memo Communications for Quick Notes
Document important interactions without creating formal letters! Memo Communications are a powerful feature for recording conversations, notes, and SMS messages directly against accounts or clients. Unlike standard communications, they don't require template
Quick Access to Client Details
Jump straight to client information! If you use the [F3] key in any Client field, you will go straight to the Client Details screen. This is a fast way to view or edit client information without needing to navigate through menus or browse dialogs. Simply
Moving Backwards Through Fields
Accidentally skipped a field? No problem! You can use the [Tab] key to move between fields in Argos. If you accidentally move past a field, hold the [Shift] and [Tab] keys down to move back up the screen. This works throughout the application and is much
Managing Quote Expiry Dates
Keep your Quote browse clean and organized! The expiry date field on a Quote is a useful mechanism to assist with keeping the Quote browse easy to view. Best Practice: Enter an expiry date for each Quote Regularly filter the Quote browse for expired Quotes
Using Shortcut Keys for Buttons
Navigate faster without the mouse! Use of buttons may be controlled either by mouse or using the buttons' shortcut keys by holding down the [Alt] key and the shortcut key. Navigation buttons - The shortcut key is identified by being contained within square
Post to Other Systems Timing
Critical: Wait for bank file confirmation! Important: After creating DC or DD files, the Cashbook process Post to Other Systems should never be run until the bank file has successfully uploaded to the bank. Remember: Once a batch has been posted, it cannot
Recreating DD/DC Files After Adjustments
Fix batch errors without starting over! From the Cashbook menu option Edit/View Statement Transactions, the [DD File] and [DC File] buttons can be used to recreate the file after an adjustment is made to the batch. Steps: Make your adjustments to the
Date Fields in Report Output Options
Never overwrite previous reports again! Completing the date field (or using a preset with date builder) on the output options of a report will allow you to save all reports to the same folder without risking a previous month's or week's report being overwritten.
PPSR Error Message Reference
Get help understanding PPSR errors! Error messages received when posting to the PPSR are often difficult to understand. The Argos online help for PPSR provides a list of these error messages with an 'English Translation' of the message, and advice on
Automatic Early Termination Fee Waiver
Save time on accounts near maturity! Fixed Loan Early Termination fees can be automatically deducted if the account is within a certain number of days of maturity. This is controlled by the Account Type field "Do not add fee within x days of Maturity".
Clear and Select with [Shift]+[F2]
A two-in-one keyboard shortcut! You probably already use the [F6] function key to clear the contents of a lookup field and then [F2] to select a new item from the list presented. Did you know you can use [Shift]+[F2] to undertake both of these functions
Sorting Browse Dialogs
Quickly reorganize your data view! On any Browse dialog, if you click on a column header, the order of information will be resorted. For example: At the Client Browse, click on the Code header once to confirm the alpha display as A-Z, click it a second
Copying Data from Greyed Out Fields
Prevent transposed figures when copying values! To copy data from a greyed out field in Vault: Double-click in the field Right-click and select Copy This method will stop any figures from being transposed if you are copying values direct from the ap
The [+] Key Works Like [Tab]
Navigate faster with your numeric keypad! Generally, within any Windows application the [Tab] key is used to move between fields in a sequence. As a user, this can be a bit of a pain, so we have programmatically made the numeric [+] key function in the
Shortcut Keys for Dates
Speed up your data entry with these date shortcuts! You probably all use the shortcut letters for dates such as T for Today, Y for Yesterday and R for Tomorrow. But did you know about the fast way to enter month start and end dates? Month Start: Type