When you introduce
new logins to your system you should always adjust these settings based on the Users’ requirements.
Company Tab
General Tab
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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.
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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.
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Branch: Allows you to nominate a default branch if your organisation has more than one.
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Invoice Descriptions: Allows you to enter a default description when invoices are generated.
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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.
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Tax Type: Enter your preferred tax code. Some users of Filepro may not be charging tax at an early stage in their business.
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Display Transaction Days: This option allows you to control the number of transactions which will appear in some transaction lookup screens.
Lookups Tab
Screens Tab
File Screen Caption: This feature lets you choose what information you would like displayed on the Header Pane of a file
Select a custom field and click Copy to Clipboard. Paste the copied item in the custom field by pressing Ctrl + V. In the example below, the file screen caption has been customised to also display "Open Date"
Contacts Tab
Reports Tab
Doc Previews Tab
Doc Import Folder Tab
