Configuration keys

BillingAllocation

FIFO

Add this key if you want to default to FIFO. If you want both FIFO and Pro-rata then do not add this key.

BillingAllocation

Prorata

If you want to default to Pro-rata then add this key. If you want both FIFO and Pro-rata then do not add this key.

BillingDefaultFont

Arial

Default Billing Font (case sensitive).

BillingDefaultFontSize

12

Default Billing Font Size.

DisableFIFOBilling

1

Hard coded Pro-rata.

DisableFIFOBilling

0

Hard coded FIFO.

EnableFIFOBilling

1

Either Pro-rata or FIFO billing can be used depending on whether pro-rata checkbox is selected.

DisableMultiCompanyBilling

1

This will default the client company value (held in the contact table) in the Company field on the Billing Wizard and will not allow the user to change the value or to browse to the available company entries.

DisableMultiCompanyBilling

0

This will leave the Company field blank on the Billing Wizard and the wizard will not allow the user to proceed without browsing for an appropriate company value.

MatchBillToAssignmentCompany

1

If it is set for true you cannot choose the company through which you would like to bill the client for the assignment.

Requestforpaymentdefault

1

This will select the RFP option on the Billing screens by default.

Requestforpaymentdefault

0

This will deselect the RFP option on the Billing screens and default bills will be invoice transactions.

UnspecBillingEmployee

1

Miscellaneous charges and Estimates to Complete bills will be charged against the
-unspec- employee.

UnspecBillingEmployee

0

Miscellaneous charges and Estimates to Complete bills will be charged the employee who created the bill.

Cash Allocation Date

1

The system will use the latest of either the bill or cash dates as the allocation date. If the date of this later transaction falls within a closed tax period, then the allocation date will default to the current system date.

CTI_SingleViewClientKey

Client

CTI_SingleViewContactKey

Cont

CTI_SingleViewURL

http://w2k3ad01/Singleview/contacts/contactdetails.asp. This is the default page that will open through the CTI system.

DocumentCreationAssignment

[AC]\[AN]\[AD]

A valid set of document creation codes. See Document creation settings.

DocumentCreationBillingStartupPath

C:\data\Services\Accounts

The initial path for all billing documents. See Document creation settings.

DocumentCreationClient

[TM]\[DD-MMMyy]\[CC-1]

\[CC]\[CB]-[PP]

A valid set of document creation codes. See Document creation settings.

DocumentCreationContact

[TM]\[DD-MMMyy]\[LN-1]

\[LN]\[Filename]

A valid set of document creation codes. See Document creation settings.

DocumentCreationStartUpPath

C:\VPMDOCS

The initial path for all general documents. See Document creation settings.

DocumentCreationTemplatesPath

C:\Program Files\Microsoft Office\Templates\*.dot

The path to search for templates for document creation. See Document creation settings.

DocumentCreationWordBilling

[CC-1][CC-2]\[CC-3]\[CC]

A valid set of document creation codes. See Document creation settings.

MailingFormalName

[FN-1/1][LN][Esq]

Additional algorithm to be used in preference to the standard if the contact is a male.

MailingInitials

[FN-1/1][LN][Esq]

Additional algorithm to be used in preference to the standard if the contact is a male.

MailingName

[PR][FN-1/1][MN-1/1][LN]

Prefix, First Name, Middle Name and Last Name formats.

MailingNameSeparator

[.]

This key determines the character that is used as the name or initial separator.

This most commonly used will be a full-stop or space.

MailingSalutation

[FN]

Basis on which contact’s salutation is created from the available contact name fields.

WordBillingPath

C:\IT Folder\VPM files\Bills\

No longer valid. See Document creation settings.

Counter Character

a

Document Creation Counter Character.

[DD]

Todays Date

Yes

Yes

Yes

Yes

[PP]

Partners Name

Yes

Yes

Yes

Yes

[CC]

Client Code

Yes

Yes

Yes

Yes

[CO

Client Office

Yes

Yes

Yes

Yes

[CB]

Created By Username

Yes

Yes

Yes

Yes

TM]

Template Name

Yes

Yes

Yes

[LN]

Client Last Name

Yes

Yes

Yes

Yes

[FN]

Client First Name

Yes

Yes

Yes

Yes

[CD]

Client Department

Yes

Yes

Yes

Yes

[CN]

Contact Name

Yes

Yes

Yes

[CF]

Contact Full Name

Yes

Yes

Yes

[AN]

Assignment Name

Yes

[AC]

Assignment Code

Yes

[AD]

Assignment Description

Yes

[AP]

Assignment Department

Yes

[AO]

Assignment Office

Yes

PL

[Xxxxxx]

User Defined

Yes

Sol6 Contact Path

(Australia)

E:\MYOB\bin\contacts.exe

CI Integration — Path to the Compliance BIN directory.

Sol6accounts

(Australia)

1

CI Integration — Accounts ledger.

Sol6bas

(Australia)

1

CI Integration — BAS icon.

Sol6Contact

(Australia)

1

CI Integration — Contact icon on find client.

Sol6MAS ledger sr EPSTART

I:\S6CLIENT\CLIENTCODE/MAS4

MAS ledger.

Sol6Tax Ledger sr EPSTART

S6:\\server\MSSQL\TAXSQL\TAX/Tax2009 -cCLIENTCODE

TAX ledger.

CalendarAgeing

1

Changes the ageing method on ledgers and reports to a calendar month. This will override any user defined aged debt bands defined within the system.

Cash Accounting Method

Accruals

Method of accounting for VAT on an invoice. This key sets the system to account for the organization to be liable for the tax component of the invoice once created. This is created when VAT reports are first run.

Cash Accounting Method

Cash

Method of accounting for VAT on a bill. This key sets the system to account for the organisation to be liable for the tax component of the bill once cash is received and allocated against it. This is created when VAT reports are first run.

Bookkeeping Export Default

1

Export to Bookkeeping detail default.

RichTextDisabled

1

This will disable rich text if necessary, i.e., restrict font settings to those used in the template.

StandingOrderDisabled

1

This stops the Standing Order from loading on login.

Screen Text

1

This enables the Screen Text menu under Maintenance > User defined. Users can use this option to amend the existing terminology used throughout the application.

DisbursementsOn

0

This activates the Expenses Ledger option within AE.

DisbursementsOn

1

This activates the Disbursement option within AE.

DisbursementsOn

2

This activates both Expenses and Disbursements within AE.

SchedulesOnClientWizard

1

Adds schedule creation steps to the Create Client Wizard and Add assignment from templates.

Homepages

N (where N is the number of homepage views required)

Enables the user to define a number of views available in the application.

BillSequenceType

Office/Partner/Company/Department

Determined the basis for which each bill sequence will be set up.

UniqueBillNo

1

Does not allow duplicate bill numbers.

UniqueBillNo

0

Allows duplicate bill numbers.

UniqueBillSequence

1

Will not allow bill sequence ranges of overlap.

UniqueBillSequence

0

Will allow bill sequence ranges of overlap.

1

0

This is not a recommended combination.

Attempts to post a bill with a duplicate bill number will fail on Column 1.

0

0

Each entity/office could maintain the same range of bill numbers in their bill sequences.

No checks would be made on the uniqueness of the bill number.

1

1

This combination guarantees a unique bill number and discrete bill number sequences.

0

1

While the sequences would be discrete, a user could still enter a duplicate bill number by resetting the bill counter.

Subscriber

1

Establishes the current database as the Subscriber database in the replication process.

Publisher

1

Establishes the current database as a Publisher database in the replication process.

BillAuthOn

1

Enforces supplier bills to be submitted and authorized using the authorization model prior to posting.

BillAuthOn

0

Allows users to enter and post supplier bills without having to submit and authorize them before posting.

UseInvoiceSuspense

1

Enforce the use of an Invoice Suspense nominal account when posting a purchase invoice. Note, that this will override the default expense nominal as set on the supplier record.

SupplierInvoiceDateWarning

1

The system should prompt a user message to indicate that the date entered falls outside the current account period.

SecondAuthApplyClientPartner

1

Absence of this key or a value other than 1 will result in the initial secondary authorisation model being applied.

BillWriteOffAuthorisationValue

500

Absolute loss amount to establish secondary billing authorisation.

BillWriteOffAuthorisationPercent

30

Absolute loss percentage to establish secondary billing authorisation.

AdvancedAssignments

1

Only a value is added if advanced assignment is required as part of Viz Essentials.

AdvancedBilling

1

Only a value is added if advanced assignment is required as part of Viz Essentials (not currently used).