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Setup Questions for Other Tab Global Policies

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

1. Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Circle your answer, and then use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
5. Send a copy of your completed questionnaire to AMSI Support.
6. Use your answers to set up the system.

Questions for Other Global Policies

Next JE Number

Do I want to accept the default journal entry number and format?
Or do I want to start with a different number or use a different format?

Circle one: Accept or Alter.

If Alter, enter a number and/or format:

______________________________________________

On the screen:

—If accept, leave the number and format of JE00001.

—If alter, update the number and/or change the format.

Next Imported Billing Number

Do I want to use the next imported billing number feature?

Circle one: Yes or No.

On the screen:

—If no, accept the default of unchecked.

—If yes, click the check box to add a checkmark.

Allow Incomplete Journal Entries

Do I want to allow incomplete journal entries in the system?

Circle one: Do not Import Incomplete JEs, Import Unbalanced JEs or JEs with Errors as Incomplete JEs, or Always Import as Incomplete JEs

Validate Property/Building/Unit number vs. eSite at time of entry

Do I want to validate the unit against eSite, using the eSite Web Service that forms a connection between eFinancials and eSite?

Circle one: Yes or No.

On the screen:

—If no, accept the default of unchecked.

—If yes, click the check box to add a check mark.

PO/AP Default Accounting Date

Do I want the Default Accounting Date to be the Transaction Date or the Login Date? Refer to Other Tab for more information.

Circle one:

—Transaction Date

—Login Date

Automatically update line item dates to the Default Accounting Date when PO/Invoice dates are changed

Do I want to automatically update line item dates to the Default Accounting Date when purchase order or invoice dates are changed? Refer to Other Tab - Effect of Policies for more information.

Circle one:

—Prompt (default)

—Yes

—No

Store Saved Documents in folders / Root Document Path

Note

This feature is only available for Non-ASP clients.

Do I want to store saved Documents in folders?
Or do I want to save Documents in the database?

Refer to Documents and the Move Documents utility for more information.

Circle one: Yes or No

If Yes, enter the Root Document Path to the folder where you want to store the documents.

______________________________________________

On the screen:

—If Yes, enter the Root Document Path into the field

—If No, no field appears for Root Document Path (default).

See Also

See Also

Accounts Effect of Global Policies