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Eclipse - System Defaults

Owned by Amina Emam
Last updated: 12 Mar 2024 by Kai Andras
14 min read

System defaults create consistency for data and selections across the entire production database. If there are multiple users, these defaults will apply across the board. You can fine tune as you go.

 


General

Go to Control Table > System Defaults > General TAB

 

Company

Go to Control Table > System Defaults > Company Details TAB

  • This is where the default company details are set. These details are used throughout the system in Eclipse, DPF and EzyPO on Remittances and Purchase Orders.

  • Name and Address tab = These details will be printed on Purchase Orders and Cheque Remittances.

  • Contact Details = The email specified here will be printed on Purchase Orders.


Petty Cash

Go to Control Table > System Defaults > Petty Cash TAB

  • Auto Generate PC Envelope Number - When ticked, Eclipse will automatically create PC envelope numbers for you when you Insert a new PC.

  • Add PC: in front of Envelope number - Automatically adds PC: in front of envelope number. This option becomes handy as this becomes the invoice number in the General Ledger.

  • Use PC Dist Date for GL Post - This option only takes effect after posting a petty cash entry. When a petty cash is posted to the General Ledger, the date used on each of the distribution lines use will also be used for the distribution lines in the General Ledger.

    • By default this option is turned off. The system uses the PC envelope date for all PC distribution lines in this case.

  • Add PC Distribution Date before Description in GL - This option only takes effect after posting a petty cash entry. When a petty cash is posted to the General Ledger, it will add the date into the start of the description lines for each petty cash distribution line.

    • For example: A petty cash distribution line with the date 13/12/23 will have the start of its description amended after posting the record, by adding 13 Dec 2023 onto the start of the description.

  • Disable auto-recalculation of GST/VAT - Disables the system from auto-recalculation of tax when you change distribution lines when entering in PC.

  • Hide PC Advanced - If you are use to using Amount Acc and Amount Adv, tick this box.

  • Split Line to Bal GST/VAT - When ticked, this option automatically splits the distribution line. For example, if you put in a petty cash in total of £110 and VAT £5, it will then automatically calculate (based on the tax flag) the total amount of VAT applicable to the original amount. See and

  • PC Paste Loc from User Default - Uses the location specified under Control Table → User Entry Defaults → Petty cash when pasting the Petty Cash templates, instead of the Location of the Control Account set in the excel form.

 

Debit Cards

Go to Control Table > System Defaults > Debit Cards TAB

  • Debit Card Provider - For use with debit card providers. See and

  • Debit Card API Key - For use with CENTRIP debit cards only. See

  • Don't move emailed PC to next available batch - By default the system will move an Emailed PC form into the next available batch. This will disable that functionality and when a PC form is emailed it will stay in the same batch.

  • Entries Per Env - Default is 15. This customises how many lines are exported into a PC envelope excel sheet when using Create PC Form and Email PC Form. Valid values are 5 to 20.

  • Export Tax Flags - Exports your production’s tax flags to the petty cash forms generated from within Eclipse. See:

  • Email PC Line Start - Specifies at what Petty Cash line the Excel PC Forms will be generated at from Eclipse. By default this is set as line 5. This is because lines 1-4 are taken up by the Petty Cash Advanced and Accounted Floats, along with space for two tax lines. This value should not be changed unless there are special circumstances.

  • Email Body - Customise the text in the email body when you email PC Forms from within Eclipse. See:

  • Show Advances in Debit Card Rec - This will show the PC Advanced entries in the Posted Items tab of the Debit Card Reconciliation screen. This allows you to reconcile against PC entries that are only card loads and card transfers.


General Ledger

Go to Control Table > System Defaults > General Ledger TAB

  • Update Cost Report with PO Batch – When unticked, locks off new PO totals from EzyPO and PO Entry Batches, even if data entry continues thus not affecting PO amounts in cost report.

  • Update Cost Report with PO changes - When unticked, locks off new PO changes from editing lines in the PO Maintenance or zeroing POs, even if data entry continues thus not affecting PO amounts in cost report.

  • Update Cost Report AP/PO Interface – When unticked, locks off new changes when you attach POs to invoices totals, even if data entry continues thus not affecting PO amounts in cost report.

  • Update Cost Report PO Totals – Refreshes cost report with PO totals.
    See and for how the above four options work.

  • Show Cost Report Underage as (XXX) - Shows negative figures in Brackets.

  • GL Reconcile must = 0 - Enabled by default. This forces the reconcile function to always be required to sum to zero. Do not turn off unless advised to.

  • Lock Budget Column - Blocks editing the budget field in the Budget Worksheet. Great for when the budget is locked.

  • Allow Period Range on Fin Report - Allows you to run a Financial Report over a range of periods, instead of just an individual period. See:

  • Use Period Close Date - By default reports will print the closing date of the Period. Turning this off will allow you to enter in a custom date. See:

  • Hide YTD Option - By default this option is ticked. Unticking this checkbox enables the Year to Date reporting option in Period Close. See this guide here for further information:


Purchase Orders

Go to Control Table > System Defaults > Purchase Orders TAB

  • Pad PO with Zero's - Default is 6. Enter the number of digits for your purchase order (i.e 000045 would be 6). This option will automatically add zeros in front of any number less than the amount of digits nominated. E.g. Setting this field to 5 will mean PO 45 will show as 00045).

  • Unlock PO Number - When ticked, the value of the PO number will unlock allowing you to change it at any time. You will lose your PO history if you change the PO number in PO maintenance.

  • Zero One PO at a Time - Only allows you to zero one PO at a time in PO maintenance. Enabled by default.

  • Auto-number POs - Automatically increments the PO number sequence.

 

Accounts Payable

Go to Control Table > System Defaults > Accounts Payable TAB


Basic Defaults

  • Must Enter Invoice Number - Forces users to enter in an invoice number at Invoice Entry.

  • Must enter Invoice Description - Forces users to enter in an invoice description at Invoice Entry.

  • Warn if Blank Address - Warns the user at Vendor selection and when saving an Invoice if the vendor address is blank.

  • Each Dist Line must have a PO - Forces every line in an Invoice Entry to have a PO number assigned.

  • Check Aust Bank Details - Adds checks to bank details when creating or edit a vendor to ensure it meets standard Australian formats.

    • This will force the BSB entered to be 6 numbers.

    • The system will warn the user the Account Number needs to be between 6-9 numbers.

    • Any symbols or alphabetical characters will be removed.

  • Mask ABN/TIN/SSN - Masks the Vendor’s Tax ID/ABN field with multiple asterisks. The Vendor Master Maintenance screen and all exported Reports will have their TaxID/ABN field masked.

  • Edit Invoice # in Inv Inquiry - Allows all users to edit the invoice number in the Invoice Inquiry module. This is helpful for correcting typos in Invoice Numbers after posting.

  • AP Paste Loc from User Default - Uses the location specified under Control Table → User Entry Defaults → Accounts Payable when pasting the Invoice Cheque request templates, instead of the Location of the Control Account set in the excel form.

  • Reinstate Order when invoice deleted - When an Invoice is deleted, you can choose how Eclipse will reinstate the purchase order. See: There are three options that will take effect for all users:

    • Fix = Fix and reinstate the PO automatically when an invoice is deleted.

    • Ask user = Prompt user if they want to reinstate the PO when an invoice is deleted.

    • Don’t Fix = Don’t reinstate the PO when an invoice is deleted.

  • Allow Post AP PC Dist Lines to Bank - By default, eclipse will prevent you from posting your petty cash and invoice distribution lines directly to your bank account as these lines do not show up on the bank reconciliation. If you wish to allow this, then tick this checkbox.

New Vendor Defaults - When inserting a new vendor the below defaults are used.

  • Don’t Warn if No Tax ID/ABN - Will not warn the user if no tax ID/ABN is set when they save the vendor. Turn off to warn the user.

  • 1099 Vendor (US) - Will automatically set the vendor as a 1099 US vendor.

  • Don’t Warn if 1099 Vendor - Will turn off the warning that you have set a 1099 US vendor.

  • Vendor Tax Type - Will automatically set the vendor with the tax flag selected.

 

Advanced Defaults - Only edit these if you know what you are doing or have been directed to do so.

  • Auto Lock Vendor - Lock vendors from being edited by users. Paste ins and edits will not be accepted until the vendor has been unlocked. See:

  • Auto Lock Vendor Bank - Log changes to your vendor bank account details. Changes will be emailed to your admin email. See:

 

Production Company Specific Defaults

  • EP Invoice Format - Change the import format number for EP Payroll Invoices. The Default is 01.

  • Corp All Vendor Approval - Ensure it is turned off. Only used for specific productions

    • Forces all vendors to be approved before they can be used in Eclipse and Ezypo.

    • When an Eclipse Operator creates a vendor it sends out an email to the Admin to approve the vendor. The vendor is marked as inactive and cannot be used until they are approved.

    • The Eclipse Supervisor then needs to login to Eclipse, locate the vendor in VMM, then select them and click the Approve button. This will change the vendor from inactive to active. 

  • Corp Vendor Bank Approval - Ensure it is turned off. Only used for specific productions

    • This has similar functionality to the Corp All Vendor Approval but is less rigid and allows vendors to be created without approval if they do not include bank details.

    • An Eclipse Operator can create and edit vendors without approval until they edit the bank details, vendor name or tax ID.

    • The Corp All Vendor Approval default should be turned off. Only one should be ticked or the approvers will get multiple approval email messages.

  • SFTP EFT Files - Ensure it is turned off. Only used for specific productions

    • Replaces the default EFT file creation in Cheque Printing for Fremantle Australia’s corporate systems.

 

Tax Balance

Go to Control Table > System Defaults > Tax Balance TAB

 

  • Tax Balance Threshold - Threshold in pence/cents used for calculating tax balances. Default is 0.20 for VAT and 0.15 for GST.

  • Balance Tax Before Posting - Prevents a user from posting any entries if the tax does not balance. Default is turned on and is required for accurate tax calculations for HMRC VAT Submissions. Do not turn off unless advised to. See

  • Block Posting if no Tax Code is entered - Will prevent the user from posting an entry if there are any distribution lines that have not had a tax code assigned. The tax field for all distribution lines cannot be blank.

  • PC Entries Divisible by Five - Legacy default for ensuring PC is divisible by five.

  • Create 2 Tax Lines - This is a legacy option and you should not enable it unless advised. The ‘Auto Create and Balance all Tax Lines’ option replaces the ‘Create 2 Tax Lines’ functionality, and you should disable it. This option creates a 0 value tax line in your Invoice entries for your N flagged tax account as setup under Control Table → Indirect Tax Codes. Use this option if you want your N flagged net amounts for Invoices to be picked up in your VAT Reports.

  • Auto Create and Balance all Tax Lines - Automatically creates and balances tax for Invoices and Petty Cash entries. Use this option to get the system to automatically try to balance your tax for your Invoice and Petty Cash entries by automatically creating a tax line and tax amount when you are doing your entries.

    This option is turned on by default and should not be turned off unless advised to. See the article for more information on how this system default works.

  • VAT Method - This is the system method used to communicate with HMRC for your VAT Submission. The default is DESKTOP_APP_VIA_SERVER and this value should not be changed unless directed by TPH Support.

  • Tax Distribution loc code same as control code - This system default will force the tax line to use the same location code as the control account you have selected for an Invoice or Petty Cash entry.

  • Tax Distribution eps code same as control code - This system default will the tax line to use the same episode code as the control account you have selected for an Invoice or Petty Cash entry.

    • These two system defaults overrides any User Defaults location/episode code you have setup under Control Table → User Entry Defaults. See:

  • Use Chart Type as Tax Code - Allows you to code to multiple VAT accounts in the one AP/PC/JN entry. See: .
    - Turn off if you are not coding to multiple VAT accounts in one entry.
    - Turn off if you are using Auto Create and Balance Tax Lines.

  • Round Line to balance Tax - Tick to turn off 1 pence/1 cent rounding in AP Invoice Entry. This will fix issues when coding adjustment entries to the same cost account in the same Invoice. For example - coding an amount of $500.27 to Account 100.01 and an amount of $-0.01 to Account 100.01

 

Digital Paper Flow

Go to Control Table > System Defaults > Digital Paper TAB

  • Default Bank Code – When importing invoice from OCR or TPH Payroll.

  • Default Batch – What batch to add TPH Payroll invoices to. Default is 2.

  • Invoice Match Threshold – During OCR how close does an invoice total need to be to a PO total to be consider a match and to pull in the PO.

  • Default Loc Code – When importing invoice from OCR or TPH Payroll.

  • Use Invoice Date as Due Date – Most productions don’t use Due Dates which filters available invoices in chq printing.

  • Check Bank Details on Invoice – During OCR the system can compare the bank details on the invoice to those in the system

  • Check ABN on Invoice – During OCR the system will cross check ABN on invoice with that in the system.

  • Check Address on Invoice - During OCR the system will cross check Address on invoice with that in the system.

  • Extra Checks if Car - During OCR the system will do additional checks if the PO is for a car hire.

  • Default Approver Group - By default, an Invoice will use the same Approval Group as the Purchase Order that was attached to it. If no PO was attached to the Invoice it will use the approval group typed into this field when sending to DPF.

 

Barcode Scanning

Go to Control Table > System Defaults > Scanning TAB

Scanning: Options related to Barcode scanning and its functionality. See the guide here:

  • Create Chq Attachment – Enables Barcode scanning and creates CK/C0 placeholder barcodes for Cheques and Invoices.

  • Exclude Manual Cheques – Excludes CK/C0 placeholder barcodes being created for Invoices that have manual cheque numbers assigned to them.

  • AP must have Barcode – Forces a user to enter in a barcode in Invoice Entry

  • PC must have Barcode – Forces a user to enter in a barcode in Petty Cash Entry

 

Data Integrity Scan Check: Options for running barcode audits. See the guide here:

  • Check for Duplicates – Check for duplicate barcodes.

  • Check AP – Check Invoice and Cheque barcodes.

  • Check PC– Check Petty Cash barcodes.

  • Check PR – Check Payroll barcodes.

  • Check Scans – Runs the Barcode Checking procedure and generates an Excel Report.

 

Vendor Setup

Go to Control Table > System Defaults > Vendor Setup TAB

  • Free Field 1, 2, 3 and 4 - Allows you to specify the name of the free fields used in the Vendor Master Maintenance screen. See: