Setup options

Set Up Options provides the ability to configure a user’s access/view based on the agency’s predetermined workflow. An admin user has the ability to control the appear and work within the system.

General Options: Contains default data from setup. Each subcategory can be updated based on the agency’s workflow
Password Options: Parameters can be set for password access, not applicable for single sign on (SSO)
Accounting Options: Configuration for accounting transactions
Media Options: Configuration for Freewheel and Mediaocean integrations
Purchase Order Options: Configuration for purchase order workflow
Report Text & Watermarks: Configuration for default report text and Watermarks
Default Text for Reminders: Configuration for Reminders
Timesheet Options: Configuration for Timesheets
Expense & Credit Card Options: Configuration for Expense and Credit Card transactions
Other Options: Miscellaneous settings for invoices, leave requests, job assignments, tax compliance, and various specific functionalities.

To access setup options, the user must have:

Starting from the home screen:

Navigation Bar>Setup Files>Setup Options
Set Up Options Landing Page
Navigation:
- Admin can select the category options by expanding a specific section
- Admin can select the hyperlinks on the top right section of the page

Contains default data from setup. Each subcategory can be updated based on the agency’s workflow

a	Company	This section enables an admin to change the company name as it appears on invoices and reports.
b	Time Lock Date:	Limits time reporting based on when the system becomes active within an agency
c	Current Accounting Year/Current Accounting Month:	The system relies on these two categories to determine where to post transactions.
d	Data Entry Date Format/Report Date Format:	Choose from the following date formats: a. dd/MM/yy b. MM/dd/yy c. yyyy/MM/dd d. MMM-dd-yy e. dd.MM.yy
e	Default Mileage Task Type:	Set the MIL as the task type
f	Preferred Report Font:	Preferred Report Font: Choose from the following report fonts Selecting this option will slow down the system a. Times New Roman b. Tahoma c. Verdana d. MS PGothic e. MS Sans Serif f. Courier New g. DIN-Regular h. Microsoft YaHei i. SimSun j. Arial Unicode MS k. DM Sans l. Work Sans

Using a preferred report font slows down the platform