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Setup Questions for Common Global Policies

Questions in this section are intended to help you make decisions about your setup. These questions follow the order of the fields as they are described in the Field List section of the topic for this page or form.

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 Common Global Policies

Account mask

Do I want to force users to adhere to an account format?

Circle one: Yes or No.

On the screen:

—If no, accept the default of blank.

—If yes, enter a format.

If yes, enter a format: _____________________________

Simplified Company Setup

Do I want to use Simplified Company Setup?

Circle one: Yes or No.

On the screen:

—If no, accept the default of no check mark.

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

Maintain Expense Codes with GL Chart of Accounts

Do I want to ensure that expense codes are updated when GL accounts are added or modified through GL Account Maintenance, Account Import, Company SetupProperty Setup, GL Accounts Copy, GL Account Merge, Expense Code Merge, and Posting Rules?

Circle one: Yes or No.

On the screen:

—If no, accept the default of no check mark.

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

Integrate ePO with an external accounting package

Am I using an external accounting package or ePO as a standalone application?

Circle one: Yes or No.

On the screen:

—If no, accept the default of no check mark.

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

Transfer to AP format

What format do I want to use for the transfer? This option does not display unless Integrate ePO with a external accounting package is selected.

Circle one: CYMA Version 10 (.csv), Timberline (.csv), Timberline B (.csv), Invoice.BCL, or Invoice.XML

Default value for "Include unapproved transactions" on reports and inquiries

Do I want to set the default value for the Include unapproved transactions check box to "selected" (checked) for all eFinancials and ePO reports and inquiries that include the prompt?

Circle one: Yes or No.

On the screen:

—If no, accept the default of no check mark.

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

Default to Alternate Report

Do I want the Alternate Report check box checked by default on criteria selection pages for reports for which an alternate report is available?

Circle one: Yes or No.

On the screen:

—If no, accept the default of no check mark.

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

See Also

Accounts Effect of Global Policies