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- New Debtors Require Approval - will limit the creation of debtors to users with Secure Features
- Geo Locate Entities - all addresses when saved will be geolocated with Lat Long so can be viewed on maps. Note only valid addresses that can be found by Google will be located
- Require PIN ConfirmAnonymousRego -
- Claim Fuel Tax Credits
- AutoRound Generated invoices - Auto-rounds where the payment method is cash
- Allow Pending Refunds
- Department mandatory on expense journals - self explainatory
- Enforce branch on orderless debtor journals - will not be able to save the journal unless each line has a branch
- New Entities must have contact detail = either a phone number or email address before can save them
- Nightly - defer unfinished scheduled events
- Weekly: Calculate raw sales data - creates a table used by the forecasting tool of each week of sales
- Daily - send bookings digest
- Use perpetual financial document numbering - alternatively can have it reset each month or each year and use the month / year in the number
- I sell primarily to businesses (distributor) - changes the default from Markup to Gross Profit as default in price lists, sets sell price as incGST
- Email remittance advices - will automatically email remittance advices when saved
- Nightly: Email Statements - will email statements required by Stop Supply process
- Allow Drop Ship sales order lines - enables Drop Shipments - supplier sends direct to customer
Entity and Debtor Profiling
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- Print templates
- A print template defines the layout of the report generated for a journal type.
- The print template must be built by an our developer before it can be assigned to a journal type.
Print templates can be attached to emails that are sent from the system - see Entering Email Templates
Info When the system is looking for a report to use it looks in the following order:
- The report name (eg invoice.mrt) prefixed by the search code of the host company, eg SOULFRESinvoice.mrt or KARMAinvoice.mrt
- The report name prefixed by the host company Report Prefix, eg SFinvoice.mrt
- The report name with no prefix, eg invoice.mrt
- Journal Type
- The type of journal that the template applies to.
- Description ::A description of the use of the template.
- Template ::The file name of the print template. This will be provided by the our developer.
- Trigger Account ::is the account that will trigger the email to be sent
- The type of journal that the template applies to.
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