Customizing User Preferences

Where can I change my email address?

You can change your email address on the Security>Maintain Users or Set Up Requisition Users forms, or on any Options>User Preferences form.

Where can I change my requisition email preferences?

You can change your email preferences on the Security>Requisitions>Set Up Requisition Users form, or on any Options>User Preferences form.

How do I change my password?

If you know the old password, it can be changed on the Security>Maintain Users form, or on any Options>User Preferences form.

Why would I use the Save Form Layout option on the Customize Workstation Settings form?

When the size and/or position of a form or column widths within a form are changed, the next time the form is opened, it will be the same size and position that it was changed to.

What does the Clear Fields on Save option do?

When a form is saved, all boxes/fields are cleared. This is particularly helpful when setting up account codes using the Maintain>Chart of Accounts Codes form. However, when running reports, you may want to clear this option. If you do not, each time a report is saved, the Report Name needs to be reselected from the drop-down list.

How can I make the Enter key move the cursor from one box to the next (instead of the Tab key)?

Select the "Use Enter key to move between fields" option on the Options>Customize Workstation Settings>Preferences tab.

How do I keep the Quick Search form from displaying on the Maintain menu?

Using the Options>Customize Workstation Settings>Preferences tab, clear the Enable Auto Launch of Quick Search Forms check box to keep the Quick Search form from displaying before any Maintain form. Check this box to have the Quick Search form automatically launch upon selecting a Maintain form. Note that this option only affects the settings for this workstation. If you move to a different workstation, you will need to set up your options again.

How can I add/remove the status bar at the bottom of the window?

Using the Options>Customize Workstation Settings>Preferences tab, select or clear the Show Status Bar check box to add or remove the status bar.

When I enter a dollar amount, do I have to type in a decimal point before entering the cents, or does the system automatically enter the decimal point?

Select the "Assume last two digits entered are cents" options using the Options>Customize Workstation Settings>Preferences tab to have the system automatically enter the decimal point.

When will I want to enter a Default Reporting Date?

The system uses the default reporting date as the current date. Therefore, this date automatically displays in the Opening Balances/From box when This Month or This Quarter is selected as the Date Item on the Setup tab of a report. If Last Month is selected as the Date Item, the system displays the month prior to the default reporting date. This selection does not affect the Custom Date Item.