Set system options
IT Manager Practice Admin
A system option is a line within the table tblSystemOptions. They are used to turn particular features on or off.
The table consists of 4 fields:
| FIELD | DESCRIPTION |
| OptionCode | The name of the system option. |
| OptionDesc | A description of the system option. |
| OptionUsr1 | A value associated with the system option that controls the behaviour in a particular way. This is not applicable to all options. |
The following section details all the available general system options and any user values that need to be applied.
| PAGE | DESCRIPTION | DETAILS |
| Staff Creation | A standard system option has been added to allow the formatting of the staff name to be selected. | This is controlled by the STFNAMEFMT system option. An option value of 0 gives the normal Salutation + Surname, an option value of 1 gives Surname, Salutation. |
| Portfolios | A standard system option has been added to allow control over the sorting order of group and detail level portfolios. | This is controlled by the PORTSORT system option. The sort field for detail portfolios is in value 1 and the sort field for group portfolios is in value 2. |
| Client A/R Transactions | A standard system option has been added to control the default for the "Record Credit Management Event" checkbox. | This is controlled by the CDRSRCME system option. |
| Mandatory Tasks in WIP Transfers | A system option has been added that forces the use of a task within WIP Transfers. | Adding the code of MANTASK into tblSystemOptions will activate this. |
| reserves | A system option has been added to allow a A/R reserve to be entered as a lump sum. This amount is them automatically allocated across the outstanding invoices on an oldest first basis. | This option is controlled by adding the code GLOBALDP into tblSystemOptions. |
| Disbursements | A system option has been added to allow disbursements to be restricted to the current period. |
This option is controlled by the system option DISBPERIOD in tblSystemOptions. |
| Statements by Email | A system option has been added to the bulk statement emails to only display the first 10 statements for review to speed up sending bulk emails. | The system option is EMLLIMIT. |
| A/R Journal and A/R Adjustment | The system option DRSORG has been created to allow for the entry of the PracID to the A/R Journal and the A/R Adjustment. | The system option is DRSORG. |
| A/R Journal, A/Rcheck Payment, A/R RD check, WIP Journal, Balanced WIP Journal and Lodgements. | The system option LOCKTOPER will force the system to only allow current period dates. This option will affect the A/R Journal, A/R check Payment, A/R RD check, WIP Journal, Balanced WIP Journal and Lodgements. | The option is LOCKTOPER |
| Lodgements | The system option LODFUTURE will allow lodgement batch dates to be after the period end. If LOCKTOPER is also in use, it will override LODFUTURE | Entering LODFUTURE into tblSystemOptions activates this option. |
| Lodgements | The system option LODPRIOR will allow lodgement batch dates to be before the period end. If LOCKTOPER is also in use, it will override LODPRIOR | Entering LODPRIOR into tblSystemOptions activates this option. |
| Draft Fees | The ‘WIP Entries Up To’ date can be set to default to be the month end date. | The system option to control this is BILLWIPME |
| Lodgements | A check box can be displayed to show any outstanding entries for the client’s group and allocate against. | This is controlled by the system option GROUPALLOC |
| Emailing Reports | An email test can be activated on the report viewer to allow the testing of bulk email routines without sending the report to the clients. | This is controlled by the MAILTEST system option. |
| Deposits | An email will be sent to the client partner when a lodgement is posted into debtors. | This is controlled by the RECEMAIL system option. |
| Emailing Statements | The default sent from email address can be set to a specified address rather than the person sending the statements. | This is controlled by the system option EMLSTATFRM which needs to be added to tblSystemOptions. Option 1 must be set as FIXED and Option 2 must be set as the default email address that is to be applied. |
| Emailing Invoices | The default sent from email address can be set to a specified address rather than the person sending the invoices. | This is controlled by the system option EMLINVFRM which needs to be added to tblSystemOptions. Option 1 must be set as FIXED and Option 2 must be set as the default email address that is to be applied. |
| Automatically creating default jobs | Every service created when an assurance request is validated to become a client is checked to ensure that there is a job against it. If one isn’t defined the system will create a default job. The same occurs when a service on a client is created or updated. | This is activated by the system option AUTODEFJOB which needs to be added to tblSystemOptions |
| CS Budget Portfolios | This system option replaces the service titles with the service codes within the CS budget portfolios. | This is controlled by the system option CSBUDCODE |
| Emailing Invoices | Two system options have been added to set the BCC and CC addresses when emailing invoices. | These are controlled by EMLINVBCC and EMLINVCC |
| Emailing Statements | Two system options have been added to set the BCC and CC addresses when emailing statements. | These are controlled by EMLSTATBCC and EMLSTATCC |
| Draft Fees | A system option has been added to make the date of the new fee the same as the date of the last fee edited. | This is set by adding FEEDATES into tblSystemOptions |
| Forecasts | This system option allows the forecast system to create budgets. | It is controlled by the system option FOREBUDGET and requires two values. OptionUsr1 is the budget type at forecast value, and OptionUsr2 is the forecast at 100% |
| Job forwarding | A system option has been added to allow an email to be sent to the staff member who has had a job forwarded to them. | The option JOBFWDEML will activate this feature. |
| Report Viewer | Two options have been added to hide the Word and Excel icons in the report viewer. | The system option NORTFEXP will hide the word icon whilst the option NOEXLEXP will hide the Excel icon within Classic pages. |
| US users only – County/ State drop down | The option USASTATES changes the County drop down to a list of US States |
Adding USASTATES into tblSystemOptions will activate this change. |