Tag: Preferences

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Preferences – Service Agreements

Introduction The Service Agreements preference window is where to configure defaults related to service agreements. Form Access From the main menu, click Edit > Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Allow Duplicate Service Agreements – When ticked, duplicate service agreement numbers are allowed. Escrow Accounting – When ticked, …

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Preferences – Security

Introduction The Security preference window is where to configure security related options. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Enable Security – When ticked, the program’s security features are enabled. Number of Days Until Password Expiration – Sets the number …

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Preferences – Sales Tax

Introduction The Sales Tax preferences are where you configure defaults related to sales tax. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Use Cash Basis Sales Tax Tracking – When enabled, sales tax will track liabilities based on when payment for …

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Preferences – Sales/Invoices/Estimates

Introduction The Sales/Invoice/Estimates preference window is where to configure defaults related to the various sales forms in the program.  Sales forms include invoices, sales, credits, and estimates. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Required Fields – Ticking an available …

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Preferences – Reports

Introduction The Reports preference window is where to configure defaults related to reports. Form Access From the main menu, click Edit > Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Open Reports in Maximized Window – When ticked, reports being previewed on the computer screen will automatically be displayed in …

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