Using the General tab

You can customize settings for data files, transaction entries and reports through the General tab

To set general preferences:

1. Select Preferences from the Setup menu. The Preferences dialogue box opens.
2. Select the General tab and set the following:

• Password - Select Use password check box to password protect a data file. Enter an eight-character password in the Password field. Enter the password a second time in the Confirm password field. You have to enter the password every time you open this data file.
• GST/HST/PST override - Use this option to determine how manually entered taxes are processed during transaction entry.
• Report print date - Select the Show the print date on reports check box to print the current date and time at the bottom of every report page.
• Report drilldown – Select the Disable report drilldown (for export) check box to disable the report drilldown tool and prevent formatting errors when exporting a report to Excel, PDF or HTML format.
• Audit # - Select the Show next audit # check box to display the audit number on applicable screens during transaction entry. The audit number increases every time you enter a transaction. It can’t be edited.

Last updated on April 26, 2013 by FCC AgExpert