Custom Fields Languages tab
Different languages may be available so that each login can see screen labels and other details in their own language. Here you can translate the custom fie...
Mon, 15 Mar, 2021 at 4:10 PM
Defining Project Type Details
Here you will define how the project type works in terms of its data and workflow. Input is over a number of tabs and sub-tabs. Select each one in turn to c...
Mon, 15 Mar, 2021 at 4:10 PM
Display Settings
Here you will: •   indicate whether codes or names are to be displayed for particular records at search screens. These settings are fixed for all users ...
Mon, 15 Mar, 2021 at 4:11 PM
Document Management Settings
When you store documents on the system server, choose what is required when a new version of an existing document is uploaded: •   Enable Versioning if ...
Mon, 15 Mar, 2021 at 4:11 PM
Entity Defaults
Process this view to set the most commonly used values for particular entities. These then appear as default values when setting up data (such as creating r...
Mon, 15 Mar, 2021 at 4:11 PM
General Settings
Certain of these default settings apply only for specific parts of the application while others are used throughout the product. Resourcing   E...
Thu, 15 Apr, 2021 at 9:56 PM
Invoices
  Each invoice number may comprise a sequentially allocated number plus a series of elements (such as the Client Code). Select required elements in series ...
Mon, 15 Mar, 2021 at 4:12 PM
Invoice Templates
For each billing contract, you can specify the invoice template to use when creating invoices. This defines the overall layout of the invoice and you can ha...
Mon, 15 Mar, 2021 at 4:12 PM
Log On Settings
The entries at this screen affect users when they log in. Under normal circumstances, the product will be unlocked, allowing access to all authorized us...
Mon, 15 Mar, 2021 at 4:13 PM
Maintaining Project Type Tab Content
Each project type will have at least a General tab and certain mandatory standard and custom fields will be displayed within it for a new project type. Clic...
Mon, 15 Mar, 2021 at 4:13 PM