Setup

The Setup tab in the System Options screen contains the information described in the table below.

Apply any changes you make by clicking Submit.

You'll then need to restart the Worldwide Web publishing service by carrying out an iisreset.

Item	Description
Client Hrs per Day	The number of hours per day available for client work.
Use Project Codes	Select this option to list projects by Project Codes rather than by Client names. When it is selected, the following reports will include project codes: Recovery Reports Profit & Loss Recovery. Write Off. Invoice Allocation. Project Reports Task by Department. Project Monthly Spread. Client Timesheet. Gross Margin. Listings Reports Project Fee Types. Budgeted Activities. Debtors Reports. Fee income. Allocations. Business Reports Projected Cash Flow. Carried Forwards. Journals Report. Employee Reports Unapproved Timesheet. Unapproved Expenses. Task Listing. Manpower Forecast Report. Staff Planner Listing.
Use Autoinc. for Project Code	Allows automatic allocation of Project Code numbers. (Only available when Project Listing is used.)
Use Autoinc. by Office for Project Code	If this option is enabled, when you are adding a new project, and an office is selected, the project codes increment by Office Project Code. If it is not enabled, incrementation is carried out using the System Project Code.
Next Project Code	To set the start of a new Project Code range. (Only available when Project Listing is used.)
Project Code Padding	This option specifies the minimum number of characters an 'autoinc' (automatically generated) project code will contain.
Use Phase	Selecting this checkbox enables the use of phases in projects.
Phase entry mandatory for Time & Expenses	Selecting No makes the entry of a phase in time and expense entries optional. Selecting Yes makes it mandatory.
Order Phase by name	Selecting Yes makes the system order project phases based on their names. Selecting No makes the system order project phases based on the order of their creation.
Use Sage Coretime Solo (Offline Module)	Select this option if you need to use Sage Coretime Solo.
Use Multiple Employee Sage Coretime Solo (Offline Module)	Select this option if you need to use Multiple Employee Sage Coretime Solo.
Use Supervisor Chain	Creating a Supervisor chain will allow line managers to view the time details of users who are supervised by more junior management.
Use Strict Budgets	Restricts project activities available to users. When Use Strict Budgets has been selected, if the employee's settings conflict with those of the budget, the budget settings will take precedence. For example, suppose that Employee A, a manager in the organisation, is assigned to Project Z. The Project Manager creates a Standard Budget, but excludes the position Manager from the budget. Employee A will not be able to make time entries in Project Z because he has not been budgeted. The same restriction applies to non-standard budgets.
Use Overtime with no Charge Out	Allows entry of Overtime without the project attracting a charge.
Allow Detail Search in Edit	This setting will allow a rapid search ability for Employees, Clients, Contacts and Projects in the Edit menus. (e.g. a search by 'ch' will find all employees listed with the first two letters 'ch' as in Chandler , Chapman, etc.
Allow Domain Logins	Select this checkbox to use Windows authentication to log into the system. (This is not available on SaaS sites.)
Show WIP Recovery	Select this checkbox to enable the Aged WIP with Recovery report. It adds the Show Recovery W/O report option to the Write-Offs report. This option also enables you to create and edit write-offs. When it is enabled, adjustments are made on the WIP Control Account's opening balance, carried-forwards, time and closing balance. And it adds the following columns to the Client Review report: Adjustment. Earning adjustment. Net WIP.
Use Fund Detail	Select this checkbox if you want to be able to set up funds in your projects. Each employee who will need to work with find details need to be granted the Project Details - Fees / Fund Details permission in their user profile.
Use WAN option for all users	When this option is selected, all employees will use WAN time entry.
Assign Employees to Projects	Example: if some time was entered against user X and they were later removed from accessing the Project they just entered time against, they would still be able to enter time against that Project by selecting from their History Bar, unless the System Option Apply to History Review is set to "Yes".
Allow Duplicate Client Ledger Codes	When this option is set to Yes, two clients in Sage Coretime cannot have the same Ledger Code. This is to eliminate the possibility of conflicts in links to external systems that use ledger codes, such as Sage 50.
Default Active Employee Filter Value	When this option is set to Ticked, the Active Only checkbox is selected by default in reports with the Employee filter.
Use Payroll Rates	Setting this option to Yes enables the payroll section in Labels, Employees and Time Entry screens.
Use Web Mapping of Addresses	This option enables the user to call Web mapping sites to find a client and contact addresses. A search icon is added to the Client Edit screen to enable you to look up the address.
Web Mapping Query URL	The URL used to carry out Web mapping site queries.

Item

Description

Client Hrs per Day

The number of hours per day available for client work.

Use Project Codes

Select this option to list projects by Project Codes rather than by Client names.

When it is selected, the following reports will include project codes:

Recovery Reports

Profit & Loss Recovery.
Write Off.
Invoice Allocation.

Project Reports

Task by Department.
Project Monthly Spread.
Client Timesheet.
Gross Margin.

Listings Reports

Project Fee Types.
Budgeted Activities.
Debtors Reports.
Fee income.
Allocations.

Business Reports

Projected Cash Flow.
Carried Forwards.
Journals Report.

Employee Reports

Unapproved Timesheet.
Unapproved Expenses.
Task Listing.
Manpower Forecast Report.
Staff Planner Listing.

Use Autoinc. for Project Code

Allows automatic allocation of Project Code numbers. (Only available when Project Listing is used.)

Use Autoinc. by Office for Project Code

If this option is enabled, when you are adding a new project, and an office is selected, the project codes increment by Office Project Code. If it is not enabled, incrementation is carried out using the System Project Code.

Next Project Code

To set the start of a new Project Code range. (Only available when Project Listing is used.)

Project Code Padding

This option specifies the minimum number of characters an 'autoinc' (automatically generated) project code will contain.

Use Phase

Selecting this checkbox enables the use of phases in projects.

Phase entry mandatory for Time & Expenses

Selecting No makes the entry of a phase in time and expense entries optional.

Selecting Yes makes it mandatory.

Order Phase by name

Selecting Yes makes the system order project phases based on their names.

Selecting No makes the system order project phases based on the order of their creation.

Use Sage Coretime Solo (Offline Module)

Select this option if you need to use Sage Coretime Solo.

Use Multiple Employee Sage Coretime Solo (Offline Module)

Select this option if you need to use Multiple Employee Sage Coretime Solo.

Use Supervisor Chain

Creating a Supervisor chain will allow line managers to view the time details of users who are supervised by more junior management.

Use Strict Budgets

Restricts project activities available to users.

When Use Strict Budgets has been selected, if the employee's settings conflict with those of the budget, the budget settings will take precedence.

For example, suppose that Employee A, a manager in the organisation, is assigned to Project Z.

The Project Manager creates a Standard Budget, but excludes the position Manager from the budget.

Employee A will not be able to make time entries in Project Z because he has not been budgeted.

The same restriction applies to non-standard budgets.

Use Overtime with no Charge Out

Allows entry of Overtime without the project attracting a charge.

Allow Detail Search in Edit

This setting will allow a rapid search ability for Employees, Clients, Contacts and Projects in the Edit menus. (e.g. a search by 'ch' will find all employees listed with the first two letters 'ch' as in Chandler , Chapman, etc.

Allow Domain Logins

Select this checkbox to use Windows authentication to log into the system.

(This is not available on SaaS sites.)

Show WIP Recovery

Select this checkbox to enable the Aged WIP with Recovery report.

It adds the Show Recovery W/O report option to the Write-Offs report.

This option also enables you to create and edit write-offs.

When it is enabled, adjustments are made on the WIP Control Account's opening balance, carried-forwards, time and closing balance.

And it adds the following columns to the Client Review report:

Adjustment.
Earning adjustment.
Net WIP.

Use Fund Detail

Select this checkbox if you want to be able to set up funds in your projects.

Each employee who will need to work with find details need to be granted the Project Details - Fees / Fund Details permission in their user profile.

Use WAN option for all users

When this option is selected, all employees will use WAN time entry.

Assign Employees to Projects

Example: if some time was entered against user X and they were later removed from accessing the Project they just entered time against, they would still be able to enter time against that Project by selecting from their History Bar, unless the System Option Apply to History Review is set to "Yes".

Allow Duplicate Client Ledger Codes

When this option is set to Yes, two clients in Sage Coretime cannot have the same Ledger Code. This is to eliminate the possibility of conflicts in links to external systems that use ledger codes, such as Sage 50.

Default Active Employee Filter Value

When this option is set to Ticked, the Active Only checkbox is selected by default in reports with the Employee filter.

Use Payroll Rates

Setting this option to Yes enables the payroll section in Labels, Employees and Time Entry screens.

Use Web Mapping of Addresses

This option enables the user to call Web mapping sites to find a client and contact addresses.

A search icon is added to the Client Edit screen to enable you to look up the address.

Web Mapping Query URL

The URL used to carry out Web mapping site queries.

International