Switch Settings

Each of the following Switches affects functionality in AR.

These switches are maintained in Star PDM by your system administrator.

  • BadDebtMustAllocate

    When active, Bad Debt must be fully allocated to post. It is validated on saving and closing the Allocation form. De-allocated Bad Debt is contra'd, as it cannot remain on the system.

  • BillingAdvancedAdminFee

    Flag that indicates whether advanced admin fees are in use. When in use, the calculation for determining totals and balances on invoice splits are amended. The standard calculation for a total is:

    [Total] + [Tax1] + [Tax2]

    The amended calculation for advanced admin fees is:

    [Total] + [Tax1] + [Tax2] + [AdminFee]

    The AdminFee field is used in both versions, but in the former its value is already incorporated into the total.

  • BillingParamsOverrideFirm

    Where a switch is a duplicate of a Firm-level setting, this switch determines whether the Firm switches are used (False) or the ledger overrides are used (True).

  • BillingPartner

    When active, unallocated amounts can be linked to a Billing Partner. When saving the post, if the full balance has not been allocated, a Partner selector is displayed.

  • ChildOwnsFeesLedger

    When active, child Clients can be the target of receipt postings. Otherwise all receipts are posted to the parent Client.

  • DefaultBatchDateID

    Defines the behaviour for the batch date. The options are:

    • Default Behaviour
    • End of Last Period
    • End of Current Period
    • User-defined.

  • DefaultPostingDateID

    Defines the behaviour for the posting date. The options are:

    • Default Behaviour
    • End of Last Period
    • End of Current Period
    • User-defined.

  • EnforceBatchRefSequence

    When set to 1, when posting or approving Batch Receipts, Batch Reference sequencing is enforced by prompting for the first and automatically incrementing the remainder.

  • FinanceChargeMustAllocate

    Finance Charge Adjustments must be fully allocated to post. Validation is on saving and closing the Allocation form. De-allocated Finance Charge Adjustments are contra'd, as they cannot remain on the system.

  • ForceJobLinkage

    Works only in conjunction with LinkWIPBillsToJob . When active, the user must select a Job. If are no Jobs to which to link the unallocated cash, the post is cancelled.

  • GeneralAdjustMustAllocate

    General Adjustments must be fully allocated to post. Validation is on saving and closing the Allocation form. it must be fully allocated in order to post it. Validation is on saving and closing the allocation form. De-allocated General Adjustments are contra'd, as they cannot remain on the system.

  • GroupLedgersEnabled - Switches Single Ledger Receipts functionality on/off.

  • NULL – Single Ledger Receipts functionality is inactive (off)
  • 0 – Single Ledger Receipts functionality is inactive (off)
  • 1 – Single Ledger Receipts functionality is active (on).

  • HideClientOffice

    Hides the client office search criteria in the client search form.

  • LinkWIPBillsToJob

    When active, unallocated amounts should be linked to a Client Job. When posting the amount, if the full balance has not been allocated, a Job selector is displayed. The user can dismiss the Job Selector and continue unless ForceJobLinkage is also set.

  • MaxCashDiscount

    Sets the maximum permitted loss, defined as a percentage.

  • MinCashDiscount

    Sets the maximum permitted profit, defined as a percentage.

  • MultiCurrencyData : Observe Multicurrency Rules .

    When active, multi-currency functionality is enabled. All entities use the firm-level Currency unless EntityFunctionalCurrencyProcessing is also selected.

    This setting is constrained by a multi-currency licensing check.

  • MultiCurrency : EntityFunctionalCurrencyProcessing

    When active, Entity multi-currency functionality is enabled. Each Entity has its own functional currency.

    Once set, this setting cannot be amended.

  • OfferFeesBalance

    When a Client is selected the outstanding balance for that Client automatically populates the Amount field.

  • ReceiptAutoRef

    When active, if the user does not enter a Reference for a new Receipt a reference is automatically generated by the system.

  • ReceiptsCrossEntity

    When active, users can allocate simultaneously to all Entities in which the Client has has invoices, subject to Entity restrictions.

  • ReceiptsExcludeNCJobs

    When active, the system excludes non-chargeable jobs from user selection.

  • ReceiptsFuturePeriods - Defines the number of months ahead of a period close in which the user can set Batch Date and Posting Date.

    • Setting: An integer value (months).
    • Default if missing: 2.

    ReceiptsFuturePeriods works in conjunction with Firm Switches DefaultPostingDateID and DefaultBatchDateID to constrain the input range and allowed values for the Batch Date and Posting Date.

  • ReceiptsLockNominalOff

    Turns off the record locking when entering a receipt batch reference.

  • ReceiptsPartnerRestriction

    Defines the rule for selecting the billing partner:

    • 0 = All
    • 1 = Partners who can see current entity
    • 2 = Job partners in current client and entity.

  • ReceiptsProRata

    Activates pro-rated allocations instead of FIFO.

  • ReceiptsShowFCBalanceForFCAdjust

    Offers just the finance charge balance when setting posting client.

  • ReceiptsUsePaymentTypes

    Causes the payment type selection to be displayed when posting receipts.

  • RestrictFinanceChargeAllocation

    When active, the allocation of Finance Charge Adjustments is restricted to just Finance Charges and Finance Charge Adjustments.

  • RestrictSLtoPAT

    Limits service line restrictions to posting and approving time, and disables their effect on Receipts.

    With Receipts, service line restrictions do not actually block access to Jobs because this would have a destabilising effect on multi-job invoice processing. Instead, when a Job is restricted its Name and Reference are witheld so the user cannot identity it. Allocations against such Jobs are performed as normal.

  • ROBRef

    When active, the Batch Reference is rendered read-only, so the Reference cannot be edited during Batch creation.

  • SplitDiscounts

    Enables the splitting of profit and loss between multiple profit/loss accounts. hen Allocations are saved a discount screen is displayed, allowing users to add more discount lines and portion the total discount. Each profit/loss account can have its own max profit and loss percentage.

  • SplitReceiptAllocation

    Determines the level to which users can make manual allocations. The display in the allocation form is adjusted accordingly, displaying child grid lines as required. The options are:

    • Parent Level Only
    • Parent and Job Level
    • Parent, Job, and Nominal Split Levels.

    Allocation is always down to Nominal Split Level. Hidden levels are automatically allocated by cascading input amounts.

  • TDCReceipts

    Implements transactional date control for receipts, preventing the posting date from preceding the date of the last period close.