Topics
1st Late Notice File Name
2nd Late Notice File Name
Auto-Close Docs
Auto-Fill Mailing Address
Auto-Print Docs
Auto-Save Docs
Business Information
Database File Path
Default Job Rate
Destination File Path
Discount on Parts
Discount on Service
Grace Period
Image File
Interest Rate
Late Fee Amount
Partial Payment Template File Name
Sales Tax Rate
Sorting Inventory Reports
Sorting Late Notices
Tax on Parts
Tax on Service
Technician's Workstation
Template File Path
Use Image on Reports
Use Word for Past Due Notice Generation
Sales Tax Rate
The Sales Tax Rate is used to set the sales tax rate for your
specific area. This rate will be used when sales tax is calculated for
retail sales and when invoices are created for work orders.
Interest Rate
The Interest Rate is used to determine
the amortization of a loan for items purchased on credit.
Late Fee Amount
The Late Fee Amount is the flat amount
that will be added to an account when it is deemed late.
Grace Period
The Grace Period is the number of days
that a payment may be delinquent after the due date before a late fee will be
assessed.
Default Job Rate
The Default Job Rate is the default
hourly rate for performing service repairs.
Discount on Parts
The Discount on Parts checkbox
determines whether or not parts are discounted by default on Work Order Invoices.
Discount on Service
The Discount on Service checkbox
determines whether or not services are discounted by default on Work Order Invoices.
Tax on Parts
The Tax on Parts
checkbox determines whether or not parts are taxed by default on Work Order Invoices.
Tax on Service
The Tax on Service checkbox determines
whether or not services are taxed by default on Work Order Invoices.
Use Image on Reports
The Use Image on Reports checkbox
determines whether the image found at the Image File path will be
used on standard reports.
Image File
The Image Path is the path to a jpeg
image file that will be used to print at the top of standard reports. Use
the browse button to the right of the box to set the path to the image.
The image should have with dimensions no greater than 137x105 pixels.
Database File Path
The Database File Path is a very
important piece of information. This is the file path to the database that
contains all of the account information. By default the database is
located in the same directory as the program executable. If desired, the
database can be moved to a different location that can be identified by the
Database File Path.
Business Information
Complete the boxes in the Business Information section with data
describing your business. This business information may be used in reports
and invoices.
Auto-Fill Mailing Address
When the Auto-Fill Mailing Address with Street
Address checkbox is selected, the Mailing Address on the
main Property Manager and Work Order screens will
automatically be filled with the data from the respective Street Address fields
as the data are entered into those fields.
Technician's Workstation
If the Technician's Workstation checkbox is
selected, the application will automatically bypass the main Property Manager
screen and go directly to the Work Orders section of the program. Once the
workstation checkbox is selected it will no longer be available to be altered.
For information on how to reverse the Technician's Workstation setting, see the readme.txt file.
Use Microsoft Word for Past Due Notice Generation
It is possible to use Microsoft Word documents for
creating the late notice reports. By selecting the Use Microsoft
Word for Late Notice Generation checkbox, the program can be instructed
to use Word templates for late notice generation rather than the standard late
notice reports. This method of creating late notices is very flexible
in that the user can alter the text of each of the notices and use wildcard
words to replace key values. Three templates are supplied for late notice
generation including (1) Partial Payment Notice, (2) First Late Notice, and (3)
Second Late Notice. For more information on how to set up late notices
using Microsoft
Word, see
Printing Late Notices In Word.
Partial Payment Template File Name
The Partial Payment Template File Name is the name of the
Word document that will be used for a Partial Payment Notice.
1st Late Notice File Name
The 1st Late Notice File Name is the name of
the Word document that will be used for a 1st Late Notice.
2nd Late Notice File Name
The 2nd Late Notice File Name is the name of
the Word document that will be used for a 2nd Late Notice.
Template File Path
The Template File Path is the path to the directory where the
Microsoft Word templates for late notices are located. To set the template
file path, use the browse button at the right of the box.
Destination File Path
The Destination File Path is the path to the
directory where the resulting Microsoft Word late notices can be found after
they are created from the templates. To set the destination file path, use the
browse button at the right of the box.
Auto-Save Docs
Select the Auto-Save Docs checkbox to automatically save late
notice documents after they are created.
Auto-Print Docs
Select the Auto-Print Docs checkbox to automatically print late
notice documents after they are created.
Auto-Close Docs
Select the Auto-Close Docs checkbox to automatically close late
notice documents after they are created.
Sorting Late Notices
Use the Sort Late Notices options to select the primary field to
use to sort the late notice list.
Sorting Inventory Reports
Use the Sort Inventory Reports list to select the primary field to
use to sort the inventory reports.
