Based on FilePro Version 16.2 - Copyright 2013-2017
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 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.
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"
