Instance Settings
Instance Settings
The Instance Settings view is used to maintain certain settings that apply to the instance (including all companies within that instance).
Instance Settings Fields
Each field on this record is described below.
Field | Description |
|---|---|
Goods Receiving | Yes: The purchase order matching process consists of two stages. Good Matching and Invoice Matching. The goods matching stage involves the creation and posting of Goods Receipt Notes. No: The process consists of a single combined Goods and invoice matching stage, whereby both quantitative and monetary values of the received goods are processed in Matching invoices. |
Reports Include Corrections | Yes: the report will include the original transaction, its reversal and the corrected data. If corrections are posted to a different period to the original transaction, then set to Yes. No: The financial Reports ignores journal correction transactions and only reports the correct data. |
Unique Originator Reference | Yes: The field named Originator Reference in the Purchase Invoice document, from the same supplier, must be unique. This allows you to avoid duplicate supplier references in your purchase invoices. |
Inventory Enabled | Yes: Inventory Functionality is enabled. No: Inventory Functionality is disabled. |
Single Timesheet per period | Yes: Only one timesheet per person, per period, is allowed |
Analyse Payments | Yes: Payment process will generate separate payment transactions in both the creditor and bank accounts for every combination of analysis of the invoice being paid. No: The payment process will generate a single payment transaction in both creditor and bank accounts. |
Include Sharperlight report | Yes: Sharperlight reports can be added to the Reports Tab. |
Attachments/Comments Editability | Normal: Attachment and Comments obey the normal Editability rules. Always: Attachment and Comments are editable even if the document is in a read-only state. |
Check Data Permissions | Yes: Data Access permissions will be checked. This may require setting up data access permissions. State Groups and Roles may result in a complicated configuration and performance slow down. This is a backward compatibility setting ignored when Use Workflow Groups = Yes. It is recommended to use Workflow Groups instead. Contact Aqilla Support for more information regarding this setting. |
Use Workflow Groups | Yes, (Recommended): Workflow Groups will be used to determine who can edit and promote documents owned by different persons. Warning, do not change this setting unless you fully understand what you are doing. Contact Aqilla Support for more information. |
Google Domains | To enable Google Authentication, enter a list of email domains your company has with Google. Separate by Comma. For example http://Food.com , http://Food.co.uk To allow individual users to authenticate with their personal Google Accounts, add gmail.com and googlemail.com |
Due Date in Statements | Yes: The date selection criteria is set to Due Date No: The Transaction Date is used. |
Strict State Group Checking | Yes: If Workflow Groups are not in used, documents owned by non-members of a state group are not accessible to members of a state group. This is a backward compatibility setting ignored when using Workflow Groups = yes |
External URL Pattern | When using External link attachments, this field allows a definition of a common URL prefix for all external held attachments. For example, your attachments could be stored as direct links https://some.external.store/scans/food.jpg and https://some.external.storage/scans/bar.pdf. External URL pattern defines the storage links, without the file names, such as https://some.external.storage/scans Attachment URLs can then be entered as just food.jpg and bar.pdf. Should you move your data to another provider, only the external URL pattern will need changing. |
