Overview & Objective – The purpose of this I M & U is to demonstrate how system settings are adjusted to allow for streamlined data entry in various modules. Screen settings are both user and company specific.
Initial Navigation – To navigate to the My Preferences screen (from the Accounting Console):
1. Go to the Applications dropdown
2. Select the Company Module
3. Under Company, click on the My Preferences (link)
User Screen Settings – The title “Preferences for [User ID]” should appear in the upper left hand corner, proceed as follows (settings will affect named user performance, but not the company as a whole):
• Personalize Interactive Behavior o Auto Insert Decimal Point – Insert a decimal point before the last two entered numbers. o Enable Type Ahead – As you type, the system anticipates and displays suggestions. o Show Line Item Details On The Line Item – Shows all detail of the <Show Details> (curtain). o Expand Line Details – Shows the details area when selecting line items. o Enable Tab On Enter Key – Use the enter key to move between fields in your applications.
• General Preferences o Default Warehouse – Select a default warehouse for use in PO, OE, and Inv. Control screens.
Company Screen Settings: GL – For settings which affect all GL Module users navigate as follows:
I. General Ledger Module > Configure General Ledger (link) > Scroll to section “Dimension Settings” >
• Display Dimensions (for any dimensions enabled): o Show Fields Consecutively on a Single Line o Show Fields in a Single Column o Show Fields in a Popup Box
II. GL Module > Transactions > Click the (+) (button) for Journal Entry > Click the [More Actions] (button) in the upper right hand corner > Select Edit Entries Layout (link) >
• Line Items – Customization; move column headers and transfer fields to Show Details area.
• <Show Details> (curtain) – Customization; move fields and transfer to Line Items level.
 No form adjustments are possible to the Header section of the Journal Entry screen.
 No form adjustments are possible to the Entries (show default) section of the Journal Entry screen.
Company Screen Settings: AP – For settings which affect all AP Module users navigate as follows:
I. Accounts Payable Module > Configure Accounts Payable (link) > Scroll to section “Screen Settings” >
• Bill / Adjustment Memo Line (display as) o Single Line With a Pop-Up o Double Line o Triple Line
 No additional custom form adjustments are possible to the AP Bill screen.
Company Screen Settings: AR – For settings which affect all AR Module users navigate as follows:
I. Accounts Receivable Module > Configure Accounts Receivable (link) > Scroll to section “Screen
Settings” >
• Bill / Adjustment Memo Line (display as) o Single Line With a Pop-Up o Double Line o Triple Line
 No additional form adjustments are possible to the AR Invoice screen.

Company Screen Settings: PO, OE, Inv. Control – For settings which will affect all Purchasing, Order
Entry, and Inventory Control Module users navigate as follows:
I. Company Module > Company Info (link) > <Display> (tab) > Mark the checkbox “Enable New
Transaction Screens in Order Entry, Purchasing, and Inventory.”
II. PO, OE, Inv. Control Modules > Transactions > Click the (+) (button) for a document > Click the [More
Actions] (button) in the upper right hand corner > Select Edit Entries Layout (link) >
• Line Items – Customization; move column headers and transfer fields to Show Details area.
• <Show Details> (curtain) – Customization; move fields and transfer to Line Item level.
 No form adjustments are possible to the Header section of the PO, OE, or Inv. Control screens.
 No form adjustments are possible to the Entries (show default) section of the PO, OE, or Inv.
Control screens.
Company Screen Settings: Time & Expense (Expense Reports) – For settings which will affect all
Expense Report users navigate as follows:
I. Time & Expenses Module > Configure Time & Expense (link) > Scroll to section “Expense Report
Requirements” >
• Select To Require the User to Enter Information in the Field o Report Number o Reason for Expense o Paid To and Paid For o Date
• Auto-Populate Dimensions from o Employee First, then Project o Project First, then Employee
 Therefore, dependent upon on Employee or Project defaults for Department and/or Location.
II. Time & Expenses Module > Transactions > Click the (+) (button) for Staff Expenses > Click the [More
Actions] (button) in the upper right hand corner > Select Edit Expense Entries Layout (link) >
• Line Items – Customization; move column headers.
 No form adjustments are possible to the Header section of the Expense Reports screen.
 No form adjustments are possible to the Entries (show defaults) section of the Expense Reports screen.
Company Screen Settings: Time & Expense (Time Reports) – For settings which will affect all Time
Report users navigate as follows:
I. Projects Module > Configure Projects (link) > Scroll to section “Timesheet Settings” >
• Track Time by o Customer and Item o Project and Item o Project and Task o Customer/Project and Task
• Duration o Daily o Weekly o Bi-Weekly o 1st - 15th / 16th - end of the month
• Timesheet Table Display o Show Segments and Locations o Show Time Type (the type of time, such as overtime)
 No additional custom form adjustments are possible to the Time Reports screen.

Further Instruction & Use – For further information regarding Managing Screen Preferences contact The
NDH Group, Ltd. at 312.461.0505 or on the web: http://www.ndhcpa.com
.