CenterPoint® Fund Accounting - Single-User Installation Instructions

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Download CenterPoint and Install (Single-User) - Duration: 5 min 30 sec

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This topic describes the single-user installation instructions for CenterPoint. If you will be using CenterPoint in a Network environment (CenterPoint on more than one computer), please refer to the Network (Multi-User) Installation Instructions.

Note: These instructions cover multiple program verticals for CenterPoint, for example, CenterPoint Accounting for Agriculture, CenterPoint Fund Accounting, CenterPoint Accounting, and CenterPoint Payroll. The name "CenterPoint" is used to refer to any of the program verticals. When information applies to a specific program vertical for CenterPoint, the specific program vertical name will be used.

If you also purchased and will be installing CenterPoint Payroll, it should be installed after any CenterPoint Accounting programs.

Single-User Installation Instructions

Frequently Asked Questions

Single-User Installation Instructions:

  1. Close all other programs prior to starting the installation of CenterPoint.
  1. From a web browser, enter www.redwingsoftware.com.
  2. From the Red Wing Software home page, in the upper-right corner, click Log in, enter your Email Address and Password, and then click Log In.
    1. If you have not previously registered on the Red Wing Software website, please see the Frequently Asked Questions section of this document for more information about registering on our website.
    2. If you do not recall your password for the Red Wing Software website, please see the Frequently Asked Questions section of this document for more information on resetting a forgotten password.
  3. To download the CenterPoint program:
    • Click the My Account button to display the My Account page. Select the Downloads tab, locate your product, select Downloads, locate the download you need, and then click Download Now.

    Or

    • Select Support & Learn, select Downloads, locate the download you need, and then click Download Now.
  4. Wait while the program downloads. The file will automatically save to your Downloads folder. If you are unable to download CenterPoint, please contact our Technical Support Department.
  5. Select the CenterPoint##.exe file in your task bar or open the Downloads folder and then select the file to begin the installation. Wait while the contents of the setup package are verified.
  6. If you receive a User Account Control screen, with a Do you want to allow this app to make changes to your PC? message, click Yes to continue.
  7. If you receive an Application Requirements screen, click Next to install the necessary requirements. Wait while the requirements are installed.
  8. If you are prompted to restart your computer, click OK. The computer will restart and the installation will automatically resume. This process may repeat depending on the number of requirements you need to install.
  9. On the Welcome screen, click Next to continue.
  10. On the License Agreement screen, select the I accept the terms of the license agreement check box, and then click Next to continue.
  11. On the Setup Type screen, select Complete, and then click Next to continue.
  12. By default, CenterPoint will install to C:\Program Files\Red Wing Software\CenterPoint. We recommend accepting the default. On the Destination Folder screen, click Next.
  13. On the Select Program Folder screen, you should generally accept the default program folder location by clicking Next.
  14. On the Completing screen, click Next to continue. Please wait while CenterPoint is installed.
  15. On the Completing screen, click Finish. If you are prompted to restart your computer, please do so at your earliest convenience.
  16. If you also purchased CenterPoint Payroll, follow steps 1-16 to install CenterPoint Payroll.
  17. Individual modules are configured separately after purchase and registration. See the How to Add a Module topic after CenterPoint is started if you have purchased the Accounts Receivable or Inventory modules. Select Help > CenterPoint Help > Installation and Registration > Add a Module to an Existing Database.
  18. To start CenterPoint, double-click the CenterPoint icon on your desktop.
  19. On the Module Configuration Manager screen, review the selections and click OK.

Frequently Asked Questions:

Q. I'm attempting to log in to the Red Wing Software website, but it does not recognize my Email and/or Password? What should I do?

A. Follow the instructions below for information about the Red Wing Software website.

To register on the Red Wing Software website:

The Red Wing Software website uses the same login as Red Wing Software's Web Services (Pay Advices, CenterPoint Time Clock, or Employee Portal). If you have an existing account for Web Services, enter the same user credentials to log in to the website. If you do not have an existing account for Web Services, follow the steps below:

  1. From a web browser, enter www.redwingsoftware.com.
  2. In the upper-right of the Red Wing Software home page, click Log in.
  3. Click Create One!
  4. Enter your First Name and Last Name.
  5. Enter an Email address and a Confirm Email address which must match the contents of the Email field for the registration to be processed.
  6. Enter a Password and Confirm Password. Passwords must be at least six characters and no longer than 25 characters, include one numerical character and one lower-case letter.
  7. Click Create.
  8. In the Account Number box, enter your company Account Number. Your Account Number can be located in a few different places:
    1. From within CenterPoint by selecting Help > About.
    2. On the Support Certificate that you receive upon renewing Customer Care Membership.
    3. Red Wing Software sends customers a renewal form for Customer Care Membership. This renewal form contains your account number.
    4. Invoices you’ve received from Red Wing Software contain your account number.
    5. If others at your company have already registered, they can sign into their account and find your company’s account number at www.redwingsoftware.com/home/myaccount.
  1. Continue entering your Title, First and Last Name, Email Address (which is your login) and a Password.
  2. Enter the displayed Security Verification code, and then click Submit.

To log in to the Red Wing Software website:

  1. In your web browser, enter www.redwingsoftware.com, and press Enter.
  2. In the upper-right of the Red Wing Software home page, click Log in.
  3. Enter your Email Address and your Password.
  4. Click Log In.

To reset a forgotten password:

  1. In your web browser, enter www.redwingsoftware.com, and press Enter.
  2. In the upper-right of the Red Wing Software home page, click Log in.
  3. Click the Forgot your password? link.
  4. Enter your Email address.
  5. Click Email Link.
  6. An email will be sent to your current email address from Red Wing Software. Open the Reset Password email and click the here link.
  7. Enter your Email address, your new Password, and then enter your new password again in the Confirm password box, and then click Reset.
  8. Continue with the To log in to the Red Wing Software website section above.

To log out of the Red Wing Software website:

  1. On the upper-right side of the Red Wing Software home page, click the drop-down arrow next to the My Account button.
  2. In the displayed menu, select Log out.

Q: The software installed without any errors, but the software won't open? Or I received an error during installation and it stopped the installation of the software.

A: Make sure that all anti-virus, firewall, and any other security software are shut down prior to installing CenterPoint. If any of these software applications are running, the installation may be interrupted and will cause the installation to fail.

Q: How do I register CenterPoint?

A: When CenterPoint is installed, it will be in a 30 day demo mode until the software is registered. The first time CenterPoint is opened, you will be prompted to register the software. The registration key provides you with a license for the products you have purchased. For detailed registration instructions, refer to the Register CenterPoint help topic. There are two options for registering the software:

Option A: Online Registration:

  1. When CenterPoint is first opened, a Registration screen will display. If the Registration screen is no longer visible, select Help > Product Registration > CenterPoint Registration.
  2. On the Registration screen, click Online.
  3. On the first CenterPoint Registration screen, enter your company Account Number and then click Submit.Your account number can be located on the My Account page in the Customer Care Membership section by logging into www.redwingsoftware.com and clicking the My Account button. It is also on your Red Wing Software Support Certificate, renewal form, or invoice. Click here to see an example.
  4. On the next CenterPoint Registration screen, verify the company information is correct and click Register to complete your online registration.
  5. The Your Registration Information screen displays your registered products.

Option B: Register Manually (use this option only if you do not have internet access on this machine)

Note: The Registration Key is supplied in a Getting Started with CenterPoint email when the software is purchased. If you are unable to locate your registration key, please register online or contact Red Wing Software.
  1. When CenterPoint is first opened, a Registration screen will display. If the Registration screen is no longer visible, select Help > Product Registration > CenterPoint Registration.
  2. On the Registration screen, click Manual.
  3. On the Registration Key Entry screen, in the Registration Key box, enter the registration key provided to you. When you enter the registration key:
  • It is not necessary to enter the dashes
  • Either upper/lower case letters can be entered
  • The letters I, Q, O and S will not be a part of the registration key. For example, all "0" characters are the number zero.

  1. Click Save.

Q: I'm going to use CenterPoint for a 30-day trial period only. What should I do on the Registration screen?

A: Simply click Continue.

Q: How do I register the Federal/State Tax Forms (Aatrix)?

A. If you do not have an internet connection, you’ll need to manually register your Federal/State Tax Forms (Aatrix) software.

One-Time Setup

Note: If you do not have CenterPoint Payroll, you can skip to the Register Aatrix section below.

 

  1. Within CenterPoint, select Setup > Companies/Funds. Select your company/fund and click Edit.

Note: If you have CenterPoint Payroll only, please go directly to step 5 in this section.

 

  1. Click on the Additional Detail tab.
  2. In the Federal Tax Id box, enter your Federal Identification Number.
  3. Click Save. Click Close.
  4. If you have CenterPoint Payroll also, click on Setup > Payroll Details > Employers. 
  5. Select the appropriate Employer and click Edit.
  6. Click on the Taxes tab.
  7. Single click on Federal in the list of taxes on the upper left.
  8. Enter the Federal Tax Id for this employer. Click Save.

Register Aatrix Manually (use this option only if internet access is not available)

  1. Call Red Wing Software at 1-800-732-9464 and request an Aatrix Registration code.
  2. Open CenterPoint
  3. Select Help > Product Registration > Federal/State Tax Forms Registration.
  4. Click Manual.
  5. In the Aatrix Registration Key box, enter the key you were given by Red Wing Software (do not enter the dashes.).
  6. Click Submit.
  7. At the Registration Successful message, click OK.
  8. Click Close.
  9. Your Aatrix software is registered through the last day of the month of your Customer Care Plan anniversary date.

Q: How do I get updates for CenterPoint?

A: New releases of the program are available for download from our website and can be accessed from the CenterPoint program. You must own a Red Wing Software Customer Care Membership to download program updates and be connected to the internet to check for updates.

    1. Select Help > Online Updates > Check for CenterPoint Updates. Your version of CenterPoint and all add-ons are compared to the current versions available on the Red Wing Software website.
    2. If an update is needed on your machine, the Online Updates screen will display with the Last Update Check date. The updates available for your Red Wing Software products will display.
    1. Click Install Updates. The CenterPoint Update Center screen will display the progress of the installation.
    2. When the download and installation are complete, click Launch CenterPoint.

If you prefer, you can setup a Preference that will customize the software so you are notified automatically that updates are available.

To set the preference:

  1. In CenterPoint, select File > Preferences.
  2. Select General > Online Update Settings. In the Check for Updates Location, choose Internet.
  3. Select personalized options for the remaining fields in the Online Update Settings screen.

Q: How can I get updates for CenterPoint Federal/State Tax Forms (not used with CenterPoint Depreciation)?

A: If you have an internet connection, you can check for updates on a regular basis by following the steps below. If you do not have an internet connection, Red Wing Software will mail you a quarterly Aatrix Tax Forms update CD, at your request, for an additional fee. Note: If an update is available when you print a federal/state tax form, a message will display.

  1. Select Help > Online Updates > Check for Fed/State Tax Forms Updates.
  2. Wait while the Updater starts and checks for the latest versions of the Federal/State Tax Forms (Aatrix).
  3. If you need to update your system with the latest forms or reports, you will be notified and .you can decide if you want to Automatically Update, Download the Update to manually download an update from any computer with an internet connection, Continue Expired, or Cancel without updating Federal/State Tax Forms.
  4. A list of necessary updates will display if you chose to update Federal/State Tax Forms.
  5. Click Next to update your system.
  6. When your system is updated with the most current forms and reports, the Update Complete screen will display, click Close.

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