Page Comparison

Bank Rec:

Default Bank Post Report: Payments module.

• N/A for now (this module not in use)

Invoice Defaults:

Add PO Stamp:

• Add stamp to invoice, stating whether PO Matches, PO Does Not Match or No PO.

System Setup To Stamp Invoice With PO Matching Details

Default Invoice Approval Group:

• Invoices created in DPF and sent to DPF from Eclipse will be created with this approval group as the default assigned to the Invoice.

Expense Defaults:

Expense Report Type

• Choose between a Distribution Report and Input Control Report when creating an Expense.
  
  This is a system generated report that is created alongside the record when sending the Expense for approval in DPF.

Set default Expense report type

Payment Defaults:

Default Payment Report (Approval):

• Sets the default report type to be used in the Payments module. N/A for now (this module not in use)

Default Payment Approval Group: Payments module.

• This will allow you to set the approval group for any payments sent for approval in DPF. N/A for now (this module not in use)

Order Defaults:
XML Type:

• Relates to the PO Export - (blank) for PSL or PMI for Octopus.

Set the Default XML Export in DPF (PSL, PMI)

Exporting POs from DPF to PSL/PMI

PO Zero Padding:

• Determines how many digits the PO# is.
  
  The default is 6.
  
  If set to 5 for example, PO# 32 will display as 00032.
  
  If you change from the default number of 6, you must also tick Custom PO# setting for your new PO padding size to take effect.

Custom PO#:

• This is required to be turned on if using a PO Zero Padding setting (above) other than 6 (the default)

Supplier Defaults:

Approval Mode:

• Requires approval before the supplier can be used. Supplier will be inactive prior to approval, but operators will be able to select it - but it won’t be able to be sent for approval until the supplier has been approved. Same functionality as Eclipse. N/A for now (this module not in use)

Email Required:

• Force all users in the database to provide an email when setting up vendors or sending Orders for approval.

Date Format:

• Select the format of the date (Date, Month, Year Recommended). N/A for now (this module not in use)

CC Accounts on Supplier Email:

• Ticking this option will CC the Orders Accounts Email to the emails sent to Suppliers in the Orders module.

BCC Approved Orders Email:

• Sends a BCC copy of the fully approved Order email sent to suppliers, to the address specified.

System Defaults:

Chart Separator:

• Symbol that separates chart codes in DPF (Full stop recommended).

Capitalise Descriptions:

• Force capitalisation on Order Description and Order Cost lines. This will take effect in the backend when the Order is saved.

Date Entry:

• Allow dates to be entered in manually for all orders. N/A for now (this module not in use)

Description Required:

• Make a description mandatory on all Orders

Service Lines Only:

• Disable the use of Car, Rental Hire, Inventory and Distribution order types for POs and Invoices.

T&Cs Attachment:

• The T&Cs document to appear on all POs sent to suppliers.
  This is done in Eclipse by TPH and is a display field only. Please do not edit.

CC Accounts on Supplier Email:

• Ticking this option will CC the Orders Accounts Email to the emails sent to Suppliers in the Orders module.

BCC Approved Orders Email:

• Sends a BCC copy of the fully approved Order email sent to suppliers, to the address specified.

System Defaults:

Chart Separator:

• Symbol that separates chart codes in DPF (Full stop recommended).

Page Loading:

• Separate orders in PO, invoice, expense and documents module to appear in pages rather than a continuous scroll. Enabled by default.

TC Page Loading:

• Applies to timecards module only to appear in pages rather than a continuous scroll.

Allow Admin Approval:

• Allows ADMIN accounts to approve records even if they are not part of the approval chain.

S3 Storage:

• N/A for now (this module not in use)

S3 Upload:

• N/A for now (this module not in use)

Timezone:

• This is set by default. Please do not edit.

Shrink Files:

• Shrinks large attachments over 2mb in size.
  
  This can cause problems with making PDFs too blurry. If this is the case, please disable this option.

Timecard Defaults:

Personalised Timesheet Names On Download:

• Timecard files will use the employee name for the filename.

Personalised Payslip Names On Download:

• Payslip files will use the employee name for the filename.

Generate Payslips on Approved Only:

• The payslip attachment will only be created for the record once the Timecard has been fully approved.

Generate Payslips:

• Should be turned on for customers integrating with TPH Payroll.

Sign Payslips:

• Should be turned on to have signatures applied to generated payslips.

Company Guid:

• This determines which timesheet template is used when creating a new timesheet in DPF. For the most part, it should match your FP Company ID.
  Do not edit unless required.

User Setup:

Setting up these defaults below means that every time you set up a new user in DPF, the user will have these settings applied to their account automatically, reducing the amount of data entry and likelihood of missing items.

You will need to manually edit existing users if you change an option below. Changing these options do not have any retroactive effect on existing users.

Chart Sort:

• This is the default account code assigned when creating Orders

Order Accounts Email:

• A copy of the approved Purchase Order will be sent to this email address

Invoice Accounts Email:

• A copy of the approved Invoice will be sent to this email address.

Expense Accounts Email:

• A copy of the approved PC/Expense will be sent to this email address.

Documents Accounts Email:

• A copy of the approved Document will be sent to this email address.

Timecard Accounts Email:

• A copy of the approved Timecard will be sent to this email address

Generate PO#:

• If you’d like the order number generated on draft of the order, please tick this

HTML Emails:

• DPF Order Approval emails will be sent as HTML with buttons to approve/decline.
  
  Disabling this will send plaintext Order approval emails to users instead.

Show Popup Confirmation On HTML Emails:

• When clicking the approve or decline buttons in the HTML approval emails - the user will be given a confirm prompt when the website loads if this option is enabled.
  
  This stops accidental approvals, or approvals via antivirus link checkers and mail filters.
  
  If this option is disabled, clicking the HTML button will immediately approve or decline the item without confirmation.

Approve Via Email:

• If ticked, the approver will be sent an email to approve records.

Block Supplier Add/Edit:

• Block the user from adding or editing supplier.

Allow Bank Details:

• Allow bank details to be added by the user.

Force Valid Chart Codes:

• Enforces Valid Chart Codes for the Orders module only. The user will not be able to send an Order for approval if their chart codes for their PO lines are invalid.

Country Code

• Default country code for the user’s mobile numbers.