DPF - System Defaults

Bank Rec:

Default Bank Post Report:

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

Payment Defaults:

Default Payment Report (Approval)

Default Payment Approval Group

PO Defaults:

XML Type

PO Zero Padding

Custom PO#

Supplier Defaults:

Approval Mode

Email Required:

Email required on vendor setups

Date Format:

Select the format of the date

(Date, Month, Year Recommended)

System Defaults:

Chart Separator:

Symbol that separates chart codes in DPF

(Full stop recommended)

Date Entry:

Allow dates to be entered in manually for all orders

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 and is a display field only. Please don’t change.

Page Loading:

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

TC Page Loading:

Apply timecards module only to appear in pages rather than a continuous scroll

Allow Admin Approval
N/A at this time

S3 Storage
N/A at this time

S3 Upload
N/A at this time

Time zone:
This is set by default - please don’t change.

Shrink Files:

Shrink attachment to 2mb in size

TimeCard:

Personalised Timesheet Names On Download

Personalised Payslip Names On Download

Timecard Defaults:

Generate Payslips

Sign 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.

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

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. Note that if left blank, a copy of the approved item will be sent to the Orders Accounts Email.

Expense Accounts Email:

A copy of the approved PC/Expense will be sent to this email address. Note that if left blank, a copy of the approved item will be sent to the Orders Accounts Email.

Documents Accounts Email:

A copy of the approved Document will be sent to this email address. Note that if left blank, a copy of the approved item will be sent to the Orders Accounts Email.

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 notification emails will be sent as HTML type (usually not ticked)

Approve Via Email:

Select to have all approvers sent an email to approve orders (usually ticked)

Block Supplier Add/Edit:

Block complete user list from adding or editing supplier (this can be edited on individual user accounts if you’d like some people to be able to perform this action)

Allow Bank Details:

Allow bank details to be added by complete user list (this can be edited on individual user accounts if you’d like some people to be able to perform this action)

Country Code