User Settings Explained

User Settings

Info

User Settings grant access to certain BOS Enterprise features and transactions. They also let you customise certain features (e.g. passwords and emails).

Accounting

Note

The defaults are the values for new databases, new users and new Transaction Types. Your database may have different values.

Setting	Description	Default
Accounting > Banking (Import and Reconciliation) – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Accounting > Budgets – Access Allowed	The options are: None: You cannot view the budgets. View Only: You can only view the budgets. Full Access: You can create and edit budgets.	None
Accounting > Cost of Sales – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Accounting > Customer Age Analysis – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Accounting > Financial Statements – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Accounting > Ledger – Access Allowed	Checkbox. If checked, access is allowed. Accounting transactions are created and viewed in the ledger.	Unchecked
Accounting > Supplier Age Analysis – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Accounting > Transaction Close off Dates – Access Allowed	Checkbox. If checked, access to edit the close-off dates is granted. Close-off dates prevent historical transactions from being edited when the period is closed off.	Unchecked
Accounting > VAT Reconciliation – Access Allowed	None: You cannot view the VAT recon. User: You can view and edit the VAT recon. Administrator: You can view, edit, finalise and change the status of the VAT recon.	None

Email

Setting	Description	Default
Email > BCC emails to the following address	Enter an email address. A blind copy of all emails is emailed to the provided address.	Blank
Email > Email Stationery	Opens an HTML editor from which default email stationery can be created.	Blank
Email > From name	Enter a name that appears on the email as the sender (e.g. your company name).	Blank
Email > SMTP Authentication: Active	Checkbox. If checked, your mail server requires authentication (that is, a username and password).	Unchecked
Email > SMTP Authentication: From Address	Enter the address that appears as the from address.	Blank
Email > SMTP Authentication: Password	Enter a password for server authentication.	Blank
Email > SMTP Authentication: Username	Enter a username for server authentication.	Blank
Email > SMTP Port No.	Enter the sending server's port number.	25
Email > SMTP Server	Enter the name of the SMTP server.	Blank
Email > SMTP TLS	Option to select whether TLS (security) is used. The options are: None: The server does not use TLS. Use when Required: If TLS is required, it is used. Explicit: TLS is used.	None
Email > SMTP Use QuickEasy Server	Checkbox. If checked, mail is sent using QuickEasy's server and the SMTP password, username and server name are not required.	Unchecked

General

Setting	Description	Default
General > Actions – Access Allowed	Provides an interface to grant or revoke access to custom actions that are added to transactions or reports. Access is granted by moving the action from the Available to the Selected section. Access is revoked by moving the action from the Selected to the Available section.	Not applicable
General > Approvals – Access Allowed	The options are: None: You cannot approve transactions using the Approvals module. View Only: You can only view transaction that require approval. Full Access: You can approve transactions using the Approvals module.	None
General > Automatic Refresh	Checkbox. If checked, data is constantly refreshed. If unchecked, data is only refreshed when a button is clicked (Refresh or View).	Unchecked
General > Customer Summary – Access Allowed	The options are: None: You cannot view the summary. Limited: You can view the summary but not use the actions or context menu. Full Access: You have full access to all the features.	Full Access
General > Dashboard – Automatic Refresh	Checkbox. If checked, the dashboard is automatically refreshed.	Unchecked
General > Dashboard – Columns	Enter the number of columns to display on the dashboard.	0
General > Dashboard – Reports (Report ID e.g. 1,2,3)	Enter the report IDs that must be displayed on the dashboard.	Blank
General > Dashboard – Rows	Enter the number of rows to be displayed on the dashboard.	0
General > Export Grids and Email Excel – Access Allowed	Checkbox. If checked, access is allowed to export reports or transaction lists.	Checked
General > Hikvision Module – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
General > Material Requirements Planning (MRP) – Access Allowed	The options are: None: You cannot view the module. View Only: You can only view the module. Full Access: You have access to all the features and actions.	None
General > Meter Data – Access Allowed	The options are: None: You cannot view the module. View Only: You can only view the module. Full Access: You have access to all the features and actions.	None
General > Non-Conformance Report (NCR) – Access Allowed	The options are: None: You cannot view the module. User: You have limited access. Administrator: You have access to all the features and actions.	None
General > Production – Access Allowed	The options are: None: You cannot view the module. User: You have limited access. Administrator: You have access to all the features and actions.	None
General > Production Planning – Access Allowed	The options are: None: You cannot view the module. View Only: You can only view the module. Full Access: You have access to all the features and actions.	None
General > Reports – Access Allowed	The Edit... button opens an interface where access can be granted or revoked to the various reports listed on the interface.	Not applicable
General > Supplier Payments – Access Allowed	The options are: None: You cannot view the module. User: You can view and create entries. Administrator: You have access to all the features and actions.	None
General > Supplier Summary – Access Allowed	The options are: None: You cannot view the module. Limited: You can view the summary but have limited rights to use the additional features. Full Access: You have access to all the features and actions.	Full Access
General > View all Emails in Sent folder	Checkbox. If checked, you can view all the emails in the sent folder. If unchecked, you can only see your own emails.	Unchecked
General > View all Reminders	Checkbox. If checked, access is allowed.	Unchecked
General > Weighbridge – Access Allowed	The options are: None: You cannot view the module. View Only: You can only view the module. Full Access: You have access to all the features and actions.	None
General > Work Processes – Access Allowed	The options are: None: You cannot view the module. View Only: You can only view the module. Full Access: You have access to all the features and actions.	None

Items and Inventory

Setting	Description	Default
Inventory > View Inventory from all Locations	Checkbox. If checked, you can view all the inventory.	Checked
Items & Inventory > Dependencies Actions – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Items & Inventory > Inventory – Access Allowed	Provides a list of all the reports with checkboxes. Access is granted if the report is checked.	Blank
Items & Inventory > Item Summary – Access Allowed	The options are: None: You cannot view the module. User: You can view the summary. Administrator: You have access to all the features and actions.	None
Items & Inventory > Items – Access Allowed	The options are: None: You cannot view the module. User: You have limited access. Administrator: You have access to all the features and actions.	None
Items & Inventory > Items – Access Allowed to Tabs	Provides a list of all the available tabs for items (item setup records). Access is granted if the tab is checked.	Not applicable
Items & Inventory > Items – Delete Allowed	Checkbox. If checked, you can delete items.	Unchecked
Items & Inventory > Set Costing Status – Access Allowed	Checkbox. If checked, access is allowed to change the costing status.	Unchecked
Items & Inventory > Stock Check – Access Allowed	The options are: None: No access allowed. Full Access: You have access to all the features and actions. Enter Count Only: You can only edit stock check records to enter the stock counts.	Full Access

Mobile App

Setting	Description	Default
Mobile App > Hide Prices in Inventory Module	Checkbox. If checked, you cannot see the inventory prices on the mobile app.	Unchecked
Mobile App > Hide Prices in Transaction Modules	Checkbox. If checked, you cannot see the transaction prices on the mobile app.	Unchecked
Mobile App > Timekeeping Mode	Determines which module the mobile app timekeeping opens. The options are: Transactions: Transactions that are assigned to the user. Projects: Projects from the Service Manager that are assigned to the user. Production: Tasks form Production that are assigned to the user.	Transactions

Other

Setting	Description	Default
Other > Batch Updates – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Other > Cashup – Access Allowed	The options are: None: You cannot view the module. User: You can create cashups. Administrator: You have access to all the features and actions.	None
Other > Leave – Access Allowed	The options are: None: You cannot view the module. User: You have limited access. Administrator: You have access to all the features and actions.	None
Other > QuickEasy Form Designer – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Other > Save Grid (All Users) – Access Allowed	Checkbox. If checked, access is allowed to save the grid layout for everyone. If unchecked, you can only save the grid layout for yourself.	Unchecked
Other > Staff Summary – Access Allowed	The options are: None: You cannot view the module. User: You can view the summary. Administrator: You have access to all the features and actions.	None
Other > Timekeeping – Access Allowed	The options are: None: You cannot view the module. User: You can view and create entries for yourself. Administrator: You have access to all the features and actions.	None
Other > Transactions: Allow Post-dated Transactions	Checkbox. If checked, post-dated transactions are allowed.	Unchecked

Production Planning

Setting	Description	Default
Production Planning > Default View	Provides a dropdown list of all the views. Only one view can be checked. Determines which view appears when production planning is accessed.	Dashboard
Production Planning > Enable Views	Provides a dropdown list of all the views. You only have access to the checked views.	Blank

Service Manager

Setting	Description	Default
Service Manager > Batch Updates – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Service Manager > Components – Access Allowed	The options are: None: You have no access. View Only: You can only view the applicable tab. Full Access (Pending only): You can only edit pending tickets. Full Access: You have full access to the tab.	View Only
Service Manager > Deleting – Access Allowed	Checkbox. If checked, you can delete tickets.	Unchecked
Service Manager > Edit Complete or Cancelled Service Tickets	Checkbox. If checked, you can edit complete or cancelled service tickets.	Unchecked
Service Manager > Edit Responses created by other Users	Checkbox. If checked, you can access all responses. If unchecked, you can only edit your own responses.	Unchecked
Service Manager > Profit/Loss – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Service Manager > Projects – Access Allowed	The options are: None: You have no access. View Only: You can only view the applicable tab. Full Access (Pending only): You can only edit pending tickets. Full Access: You have full access to the tab.	View Only
Service Manager > Service Manager – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Service Manager > Settings – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Service Manager > View All Customers	Checkbox. If checked, access is allowed to view all the tickets. If unchecked, you can only view tickets assigned to you, or if you are the rep.	Unchecked

Setups

Setting	Description	Default
Setups > Actions Setup – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Setups > Calendar Administrator	Checkbox. If checked, you have administrator access to the calendar.	Unchecked
Setups > Calendar Setup – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Setups > Cost Centres – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Setups > Customers – Access Allowed	The options are: None: You cannot access customer records but can still select a customer on a transaction. All: You have access to all the customer records. Mine (Rep): You only have access to customers for which you are the rep.	None
Setups > Customers Accounting – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Setups > Data Editor – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Setups > Estimate Types – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Setups > Menu Manger – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Setups > My Organisation – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Setups > Production Planning Settings – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Setups > Reports Setup – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Setups > Settings & Defaults – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Setups > Setup Accounting – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Setups > Transaction Types – Access Allowed	Checkbox. If checked, you can create or edit Transaction Types.	Unchecked
Setups > Suppliers – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Setups > Suppliers Accounting – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Setups > Tracker – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Setups > User-defined Fields – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked
Setups > Workflows – Access Allowed	Checkbox. If checked, access is allowed.	Unchecked

System

Setting	Description	Default
System > Hide Main Menu	Checkbox. If checked, you cannot see the main menu at the top of the screen; only the tile menus on the menu allocated to them.	Unchecked
System > Menu Template	Provides a dropdown list of all the Menu Templates to select one for the user.	Not set
System > QuickEasy Login (PIN)	Enter a login pin for the Tracker App.	0
System > QuickEasy Password	Enter a user's password. The password appears in asterisks (**).	Blank
System > QuickEasy Username	The username that appears on logs and fields that include usernames such as Updated By.	Blank
System > Seconds before Auto-logout (0 = Disabled)	Determines the number of seconds until the Tracker App logs the user out.	0

Workflows and Workspaces

Setting	Description	Default
Workflows & Workspace > Workflows – Show Preview	Checkbox. If checked, the preview can be displayed.	Unchecked
Workflows & Workspace > Workflows – Supervisor access (Select Modules)	Provides a list of Workflow modules. Select the ones to set Supervisor access for by moving them from the Available to the Selected section.	Not applicable
Workflows & Workspace > Workflows – User Access (Select Modules)	Provides a list of Workflow modules. Select the ones to set User access for by moving them from the Available to the Selected section. Their access is revoked by moving them from the Selected to the Available section.	Not applicable
Workflows & Workspace > Workspace – Access allowed to other Users (Select Users)	Provides a dropdown list of all the users. Users are granted access by moving them from the Available to the Selected section. Their access is revoked by moving them from the Selected to the Available section.	Not applicable
Workflows & Workspace > Workspace – Auto Refresh – Seconds (0 = Manual Refresh)	Enter how often the workspace is refreshed. If 0, the workspace is not automatically refreshed.	0

User Settings Explained

User Settings#

Accounting#

Email#

General#

Items and Inventory#

Mobile App#

Other#

Production Planning#

Service Manager#

Setups#

System#

Workflows and Workspaces#

User Settings

Accounting

Email

General

Items and Inventory

Mobile App

Other

Production Planning

Service Manager

Setups

System

Workflows and Workspaces