To Set User Preferences

When you introduce new logins to your system you should always adjust these settings based on the Users’ requirements.

Company Tab

General Bank: Nominate your preferred general bank account by entering the account number here. This will prevent FilePro from opening a lookup to select a general account.
Trust Bank: Nominate your preferred trust bank account by entering the account number here. This will prevent FilePro from opening a lookup to select a trust account.
Branch: Allows you to nominate a default branch if your organisation has more than one.
Invoice Descriptions: Allows you to enter a default description when invoices are generated.
Time Type: Allows you to stipulate whether the value of time and office costs entered is inclusive (gross) or exclusive (net) of GST. For example – if Gross is selected, and the value of a time entry is $400, this amount will be invoiced as $400, inclusive of GST.
Tax Type: Enter your preferred tax code. Some users of Filepro may not be charging tax at an early stage in their business.
Display Transaction Days: This option allows you to control the number of transactions which will appear in some transaction lookup screens.