[]

The Setup utility controls system wide settings in TSM. These settings and options are broken up into the modules they control:

The Company section options control settings relating to your organisation.

Sets the date format (D/M/Y or M/D/Y).

Sets the usual working hours for Employees. Logging a Timesheet which goes over these times will split the Timesheet, creating multiple entries (using the 'Default Overtime Labour type' for after hours work). Times set on specific Employees and Resources will override these settings.

Sets the lunch hours for Employees. Logging a Timesheet which goes over lunch will subtract the lunch period from Timesheet's Hours Worked and Billable Hours, and add a TImehsheet for the lunch period using the 'Default Labor Type for Lunch' defined in setup.

Forces TSM Employee login passwords to have a certain complexity for strength purposes.

Will prompt the user to type 'YES' before records can be deleted.

Configures TSM to prompt for a number when raising a new invoice, or populate the number automatically.

When using Automatic Invoice Numbering, sets which number to use next.

Allows the use of a Prefix and/or Suffix to be appended to Invoice numbers.

Flags whether generating an Invoice by printing it to screen populates the Invoice Printed Date field.

Rounds the Job and subsequent Invoice total to the nearest number of cents (usually 5).

Sets which ProductID to use when Invoicing Timesheets.

Sets which ProductID to use on the Fee record when raising a Credit Note.

When a Customer does not have Payment Terms specified against them, this option sets which Payment Terms are used (to calculate the Invoice Due Date).

Flags newly raised Invoices as On Hold, which prevents changes being made to them and disallows posting to an accounting package until they have been reviewed and set to Closed.

Calculates whether the number of days an Invoice is considered outstanding starts from the Invoice Date or Invoice Due Date.

Sets a message which will be displayed on all Invoices generated out of TSM.

Sets the number of days an Invoice has been outstanding, used in aged debtors reports and setting custom Invoice Comments.

Replaces the default Invoice comment with one appropriate for each aging period.

Status Code Triggers are used to change a Job's Status Code upon certain events. This is the primary method by which Job workflow is tracked and executed.

Sets the number of minutes before the Job Due date, to pop up a warning to the Job's

Sets how often TSM should check for Jobs which are due.

Pops up a warning dialogue box when saving a Job and no Employee has been set on the Job Logging tab.

Pops up a warning dialogue box when completing a Job and no Employee has been set on the Job Logging tab.

Pops up a warning dialogue box when adding Parts, Time, Fees, and Expenses to a Job which has been completed.

Configures TSM to prompt for a number when raising a new Job, or populate the number automatically.

When using Automatic Job Numbering, sets which number to use next.

Allows the use of a Prefix and/or Suffix to be appended to Job numbers.

Allows you to customise which character to use to separate Job numbers and their prefix and suffix.

Tick this to set the Job Due Date field to the Job Logged date when first raising a Job.

When raising a new Job, this defaults the Job's Priority to the Customer's default Priority, or the Site Customer's default Priority.

Selects whether to populate the Customer's Phone # field on Jobs with the Customer's default Home or Work Phone number.

Automatically adds a fee to all new Jobs raised, using the selected ProductID. The Price to charge is dependant on the Customer's Price Level.

Sets a minimum Job Total. When completing a Job, the difference between the Job Total and the Minimum amount will be added to the Job as a Fee.

When a Minimum Charge Amount is set, and the Enforce Minimum Charge option is enabled on a Job, a Fee with this ProductId will be added to the Job, for the difference between the Job Total and the Minimum amount.

Sets the Job Due Date and Time to be these number minutes after the Job Logged Date and Time (when no priority has been set).

Sets the Job Estimated Duration (in hours).

Uses the Due date and Estimated duration to set the Estimated End date and time.

Sets whether the default Labour Type and Price Level used when adding items to a Job comes from the Job's Main Customer or Billing Customer record.

When adding Parts or Expenses, and there is no default Price set, the Price will change to equal the Cost.

Allows adding of Parts Used, Fees, and Expenses, without specifying an existing ProductID.

Allows the use of nested Tax Rates. Turn off if not required due to speed issues.

When a Job has a Due date, Estimated Duration, and an Employee set on the Job Logging tab, this option allows an Assignment to be automatically created using the Job's details.

Sets the maximum allowed length of ProductIDs, for compatibility with other applications.

The default Markup % to use when adding Parts Used records without an existing Product record.

Sets the maximum allowed length of CustomerIDs, for compatibility with other applications.

Defines how CustomerIDs are generated automatically if not manually specified.

When New Customer ID Calculation is set to sequential, sets the next number in the series to use.

Sets the maximum allowed length of Employee IDs, for compatibility with other applications.

Allows you specify a time offset, which reduces the hours worked, but keeps the start and finish times for recording purposes.

Enables the Split option on Time Sheets by default, which automatically creates multiple timesheets when going over standard work hours (defined in Company section of setup)

When splitting timesheets, if the billable is less than the actual time, this will distribute the billable hours among the multiple timesheets as a ratio, or sequentially.

When raising a timesheet going over the work hours defined in setup, the time sheets which are after hours will use the labour type specified here.

When raising a timesheet going over the lunch period defined in setup, the time sheet will have its billable and hours worked reduced by the lunch period, and another timesheet will be raised for the lunch period, using the labour type defined here.

Ignores default Customer and Job Labour Types when raising a timesheet.

Prevents overlapping timesheets from being saved.

Sets the billable to the next set of x minutes (e.g. for charging in 15 minute blocks).

Sets whether the billable and hours worked are automatically populated using the start/finish times.

Allows or prevents duplicate docket numbers.

Pops up warning when timesheet entries already exist for the same time for the employee or resource.

Linked Primary Assignments are an Assignment on each Job, for which changes made to the assignment will reflect back on the Job, and vice-versa.

Sets which colour to use for Assignments on the VAS.

Sets whether to prompt and/or prevent saving of overlapping Assignments.

Defines the server settings for inbound (POP) and outbound (SMTP) email.