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Database
Parameters
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There
are two pieces of information
required to access a hontreasurer.com databse, a Machine Name (or URL)
and a
Database Name. These are provided by default at startup. But, if you
have occasion to use more than one database, you can change the
Database and Machine name here to save going out and coming back into
the system. The names will be provided by your Customer Agent.
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email
Preferences
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hontreasurer.com has a
built-in
email client
which needs to know four pieces of information to send emails. The
Protocol will usually be "smtp" (which stands for Simple Mail Transfer
Protocol); the SMTP server name, which will be provide by your ISP; the
server port number, usually 25; and the "From" address which you would
like to appear in email going out from hontreasurer.com which is
typically in
the form: Your Name <your email address>, e.g. Jonathan
Washington <jw@zol.co.kn>
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Language
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English
is presently the only supported language.
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Tracing
Level
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This
facility is ony required is something goes wrong with your system which
cannot be traced remotely. Follow instructions from your Customer Agent.
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Look
& Feel
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There
are several different overall designs for programs like
hontreasurer.com -
these are peculiar to your computer's Operating System. Choose any that
are listed and pick your favourite, which will be restored when
re-entering the system.
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| Fonts |
Fonts
can be set for Labels, Input and Buttons. The system will remember
which font(s) you choose.
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Transaction
Entry/Edit Checks
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You
can configure the way certain features work on Transaction Entry/Edit.
The check on numeric Receipt numbers can be switched on or off. The F9
function to find the next reference number can be switched on or off;
the next reference number can be incremented automatically on entry to
posting.
The range check on the Reference Field for Payin transactions can be
set; and the warning on the amount entered can be set to prefered
limits.
There are also options to clear the Notes field when continuing a
document, to allow posting cash direct to the bank instead of (or as
well as) cash to the cash account.
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User
Posting Preferences
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The
Financial Year, Cash Account and Current Account can be set for a user,
either to a specific account or the default value for the whole system.
For example, if you want to set a user up to post into the next
financial year before the Current Year is set, uncheck Use System
Default Financial Year and choose the next Financial Year from the list.
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Contact
Edit Preferences
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This screen gives options
(for all users) of the default Status which the system should give when
creating a Contact, an option of whether to offer the email option on
a) editing contacts an, four extra labels for ordinary text fields,
four labels for extra Checkbox fields and one extra choice list (called
a ComboBox) on the
Contact edit screen. Also whether to show GiftAid for the UK Gift Aid
Tax Reclaim scheme only databases version greater than 2). If the
labels are blank, these values are omitted from the Contact List View.
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Activity
Edit Preferences
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This screen gives options
(for all user) of the default Accounting Category to be used when
creating an Activity. Also whether to show GiftAid for the UK Gift Aid
Tax Reclaim scheme only databases version greater than 2). |
Account
Creation Preferences
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This screen allows the
administrator to specify the default Accounting Category for Accounts
when they are created. |
User
Editing Preferences
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This screen gives the
option for a user to specify that all fields for entry of data should
be highlighted by default on entry. This is to enable easy overwriting
or copying of data. Highlight may be removed by pressing any key. Also
can be entered here is an option to ask whether Documents such as
Invoices are to be emailed and an option to enter a default number of
emails to send in one batch.
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ExtraList
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This option is to mantain
the list which is the extra list (ComboBox) on the Contact screen.
Values entered here will appear as choices in that list. The first item
you put in will appear as the default when creating a Contact.
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Activity
Extra List
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This option is to maintain
the extra list which is held on a Contact and Activity
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User
Reports
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This option is to allow
description of how user-designed reports should be entered.
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