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Table of Contents

Overview

Your company as a business entity in the system and the impact the settings have on the system.

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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 - seeĀ Entering Email Templates

      Info

      When the system is looking for a report to use it looks in the following order:

      1. The report name (eg invoice.mrt) prefixed by the search code of the host company, eg SOULFRESinvoice.mrt or KARMAinvoice.mrt
      2. The report name prefixed by the host company Report Prefix, eg SFinvoice.mrt
      3. 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

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