System Preferences

System Preferences are used to set system wide settings available in IDEAS Property Clerk.

The ability to customize these options provides significant flexibility on how you can use IDEAS Property Clerk Enterprise in your business. The primary purpose of the system preferences is to save the user time by turning on/off some common features.

The system preferences are shared with all users of the software. Therefore, when an option is changed, this will affect every user in the system. These settings are not for individual use only.

The system administrator is usually the only person who should have access to this feature.

To access the System Preferences Options:

1.	Click on System Options from the Setup Menu or Press the F2 Key

2.	Click on the System Preferences Tab.

Available options for the system preferences:

1.	Check for Duplicate Invoices - If this option is checked, then the Accounts Payable Module will not allow a duplicate invoice number for the same vendor when entering Bills. A warning message will be provided to the user when they attempt to Apply/Save the Bill if a duplicate Invoice exists.

2.	Print Invoice after Posting Client Charge - If this option is checked, then the checkbox to print an invoice will automatically be checked when new Charges are created for clients. The user will have the option to uncheck the box at the time the charge is being created.

3.	Print Receipts for Client Payments - If this option is checked, then the checkbox to print a receipt will automatically be checked when new Client Payments are entered. The user will have the option to uncheck the box at the time the payment is being accepted.

4.	Number of Receipt Copies - Specifies the number of Receipt copies to print when Client Receipts are printed. Usually, this is set to 1 copy only.

5.	Accounts Receivable Due Date - This will set the due date of new client charges to be the specified number of days past the transaction date. The user will have the option to change this on each new charge.

6.	Accounts Payable Due Date - This will set the due date of new Bills to be the specified number of days past the transaction date. The user will have the option to change this on each new Bill entered.

Use System Date as Transaction Reversal Date -

IMPORTANT. This option determines the transaction date of a reversed financial transaction when posting. If this option is checked, then the reversed entry will have the current date as the transaction date. This is the recommended option. If the option is not selected, then when the user reverses a transaction, the reversal transaction will be dated the same as the original transaction. This option affects the financial records and therefore, careful consideration is suggested when setting this option. Again, this is why only the system administrator should be setting the system preferences.

8.	E-Mail SMTP Server - This is the name of your SMTP E-Mail server. Example: (mail.yourserver.com). This is the mail server that will be used to send E-Mail from the system.