User Preferences

The User Preferences form displays when you select User Preferences from the Administration menu.

Use this form to set or change default values for certain fields you use during transaction entry. You can either select a default value for a specific field or indicate that you want the system to display the last value entered in the field using Copy from prior document or Copy from prior line.

User Preferences Information

The User Preference Information section of the form includes the following information.

User Name:Lists the user name associated with the user preferences.

User ID: Lists the user ID associated with the user preferences.

Email: Lists the email address associated with the user name and user ID.

Default Entry

The default values specified here become available when you enter the transaction entry form.

Transaction Source: Click the drop-down list to view the available transaction sources. Select the desired transaction source to display the Document Default Entry and Transaction Default Entry fields.

The transaction sources are:

  • JV - Journal Vouchers
  • BD - Budget
  • API - Accounts Payable Invoices
  • ARB - Accounts Receivable Invoices
  • APC - Accounts Payable Manual Checks
  • APM - Accounts Payable Credits
  • ARC - Accounts Receivable Receipts
  • CR - Cash Receipts
  • CD - Cash Disbursements
  • ARM - Accounts Receivable Credits

Document Default Entry

The system displays a list of fields the system can provide for a particular value during transaction entry.

Document Default Entry Fields: The options listed in the Fields column vary according to the transaction entry form you are using. Therefore, you may not see the same fields on every Entry Default form.

Copy from prior document: Check the box in this column if you want the system to automatically display the value entered for this field from the previous document. You cannot enter or select a default value when this box is checked.

Default Entries: Document default entries are entered in these formats:

  • Amount - Enter a document amount by either typing in the amount or using the pop-out calculator to calculate an amount.
  • Date - Enter a document date by either typing in the date or using the pop-out calendar to select a date.
  • Description - Enter a document description by typing the desired description into the field using a combination of alpha-numeric characters.
  • ID - Begin typing a vendor, customer, recipient, or payee ID into the field to narrow the results in the drop-down list or click in the box to scroll down the drop-down list and select an ID.
  • Number - Enter a deposit number by typing the desired number into the field using alpha-numeric characters.

Transaction Default Entry

The system displays a list of fields the system can provide for a particular value during transaction entry.

Transaction Default Entry Fields: The options listed in the Fields column vary according to the transaction entry form you are using. Therefore, you may not see the same fields on every Entry Default form.

Copy from prior line: Check the box in this column if you want the system to automatically display the value entered for this field from the previous line. You cannot enter or select a default value when this box is checked.

Default Entries: Transaction default entries are entered in these formats:

  • Code - Begin typing a line code into the field to narrow the results in the drop-down list or click in the box to scroll down the drop-down list and select a line code.
  • Date - Enter an effective date by either typing in the date or using the pop-out calendar to select a date.
  • Description - Enter a line description by typing the desired description into the field using a combination of alpha-numeric characters.
  • Payment Method - Enter a payment method by typing the desired description into the field using a combination of alpha-numeric characters.
  • Type - Begin typing a line type into the field to narrow the results in the drop-down list or click in the box to scroll down the drop-down list and select a line type.

Buttons

Cancel: Click to cancel your Default Entry changes.

Save: Click save when you are finished making your changes.