Set up transaction settings

IT Manager Practice Admin

These settings are essential for the smooth running of the system and it is unlikely that changes will be required, but it is useful to understand their purpose.

1. Select Admin > Categories from the menu.

2. Select Main Categories from the list, then select Transaction Settings.

3. Click View/Edit.

   

 Basic Information

FIELD	DESCRIPTION
Daily Hours	Standard daily office hours.
Base Currency	Indicates the base currency that the system will use if the multi currency option is being used. This can be overridden by a client’s currency.
Base Country	Indicates the country that the system is based in.
System Base URL	Used for timesheet notification emails and provides information to support hyperlinks in emails and reports.
Leave Year Start	Indicates the start of the leave year.

Special Information

FIELD	DESCRIPTION
Turn on Audit Trails	Select to turn on table auditing which records certain changes made to key tables.
Update Related Ptr/Mgr	Defines the bulk update of the client partner or manager. No - Updates the current partner/manager for the selected client only. Only Matching - Updates the partner/manager for the selected client as well as services and jobs where they are the current partner/manager. All - Updates the current partner/manager as well as all service and jobs.
Lock Status	Indicates whether the system has been locked down so that the Period End routine to be run.
reserve Level	Indicates at what level reserves in the reserve portfolio will be allocated to.
Lock Suspended Clients	Select to lock suspended clients preventing time, disbursements or expenses to be entered for them.
Credit Control Event Type	Links to the Credit Control module and sets the Event Type that is used with the Credit Control dashboard.
Track staff Changes	Select to activate the staff change history options on the Staff Details page.
Disbursement and Expense Posting Date	Set the date that is used when posting expense claims and disbursement batches. Options available are Use Period End Date, Use Expense Date, Use Today’s Date.
Default Job Budget Style	Sets the default budget style that is applied to jobs when jobs are created manually rather than from a template. Options available are By Job in Total, By Role in Total, By Task in Total, By Task by Role, By Staff by Date, By Task by Staff by Date.
Contact Retention Period	Sets the number of years that the contact must be inactive for before it can be deleted through the GDPR Data Summary page.
Client Retention Period	Set the number of years that the client must be Lost for before it can be deleted through the GDPR Data Summary page.
Require Role on Job Fwd	Select if roles must be assigned when forwarding a job.
Allow Receipts On Unit Expense Allocations	Select to display a Receipt list on Unit Based Allocations, allowing a receipt to be attached to the allocation.

Staff Descriptions

FIELD	DESCRIPTION
Partner	Allows the Partner label to be shown as an alternative.
Manager	Allows the Manager label to be shown as an alternative.
In Charge	Allows the In Charge label to be shown as an alternative.
Department	Allows the Department label to be shown as an alternative.