USER OPTIONS 

DESCRIPTION:  The USER OPTIONS tab under Settings allows you to set certain preferences for the current user.

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To access the USER OPTIONS tab, click on the SETTINGS button at the bottom of the main screen (left-hand corner),  then click the USER OPTIONS tab  on the left-hand side and the following screen will appear:

We will now explain each of the options from above:

1. CHANGE PASSWORD:  To change your password, click on the CHANGE PASSWORD button.    

The following screen will appear:

You will need to enter your CURRENT (existing) password first, then enter a NEW PASSWORD and confirm it.  Once you have entered these three items, click on the UPDATE PASSWORD button.  

(Or if you don't want to update it, click on the Cancel button.)   If you choose the Cancel button, you will receive the following Confirmation screen.  Select YES, to continue on and cancel changing your password, or click NO to go back to changing your password.

2. ENABLE QUANTITY AND VALUE ON HAND CHECK:    

This box relates to the Inventory Post program and controls whether or not you will receive information regarding the quantities and values of inventory items on hand. If you do not track your inventory or don’t want to see this information, select OFF.  If you wish to see all of this information, select ON.

3. USE THE BOX EDIT MODE FOR ACCOUNTS: 

This box relates to how your screen will look when you post/edit account numbers. 

If you select ON, you can enter the account numbers, but you also have the option for the pull-down menu in case you forgot what an account number is.....this allows you to see all of the account numbers.

If you select OFF, you will see the following screen where you will need to enter the account number.  (You will NOT be able to use a pull-down menu to see account numbers.)

4. USE THE ACCOUNT NUMBER DELIMITER: 

This box relates to how you manually enter account numbers (instead of using pull-down menu).  When you select ON, you then need to select the type of delimiter you want to use, such as + or -.  To select the type of delimiter, click on the Enter Delimiter Character Box.  (Example with Delimiter:  201+0+515+515+727+0)

Here you need to enter the delimiter you want to use to separate the levels of your account numbers, such as + or -.

If you select NO, your account numbers will all be together and the DELIMITER CHARACTER box will be grayed out.

(Example: 20105155157270)

5. DISPLAY CONFIRMATION WHEN CLOSING PRO FUND ACCOUNTING:

If you choose ON for this option, the following screen will appear when you go to exit out of Pro Fund Accounting.

If you choose OFF for this option, the program will close when you choose to exit (and not show the confirmation screen.)

6. AUTO SEND ALERT ON NEW CALL LOG TICKET ITEMS: 

This option is used to let those selected as a Call Log Resolver (Located under Employee Maintenance, Employment tab ) that they have a new call log ticket in queue.  When selecting ON, the system will let the Call Log Resolver know a new ticket is in the Call Log System; when selecting NO, it will not advise the Call Log Resolver and they will have to manually check to see if there are any tickets out there for them to process.

7. HIDE REPORT PARAMETERS: 

This option pertains to the parameters that print at the end of any report.  The parameters will tell you exactly how you answered each question in the report screen.  There are times when it is important to know what parameters you picked to run a report, but there are other times where you are always running the same report the same way and you don't need to know this information and waste the paper/ink associated with printing the information.

If you want to see the report parameters at the end of every report you print, select ON.  If you don't want to see them, select NO.

8. DISPLAY CONFIRMATION BEFORE EVERY CANCEL: 

This option pertains to whether you want a confirmation screen to show up each time you click CANCEL.  If you choose ON for this option, the following confirmation screen will appear each time you click CANCEL; then you will need to choose YES or NO to completely cancel (or not cancel).  If you choose OFF for this option, it will cancel the task at hand and NOT give you a confirmation screen.

9. DISPLAY CONFIRMATION SCREEN BEFORE EVERY DELETE: 

This option pertains to whether you want a confirmation screen to show up each time you choose DELETE.  If you choose ON for this option, the following confirmation screen will appear each time you DELETE an item/entry; then you will need to choose YES or NO to completely delete (or not delete) the entry.  If you choose OFF for this option, it will delete the item/entry at hand and NOT give you a confirmation screen (or one more chance to change your mind.)

Example of confirmation screen in General Ledger Post:

10. ACCOUNT SEARCH OPTIONS:

This area relates to the way the software will search for account numbers. The options are:

A. DO NOT SEARCH:   

The software will accept any account number you enter; however if the account number doesn’t exist in your account number file, when you click the SAVE button, the software will stop and tell you the account number isn’t set up and you will need to enter the necessary information to set it up before the current transaction is saved and before you can continue posting or setting up new records.

B. START WITH FIRST SEGMENT:  

The software will attempt to locate the account number you enter starting with the first segment. If it can’t be located, the program will stop and tell you the account number isn’t set up and you will need to enter the necessary information to set it up before you can continue posting or setting up new records.

C. START WITH LAST SEGMENT:  

The software will attempt to locate the account number you enter starting with the last segment. If it can’t be located, the program will stop and tell you the account number isn’t set up and you will need to enter the necessary information to set it up before you can continue posting or setting up new records.

D. USE FIRST AND LAST SEGMENT: 

The software will attempt to locate the account number you enter starting with the first segment. If it can’t be located, the software will attempt to locate the account number starting with the last segment. If it still can’t be located, the program will stop and tell you the account number isn’t set up and you will need to enter the necessary information to set it up before you can continue posting or setting up new records.

D. START WITH SPECIFIC SEGMENT: 

You may tell the software which level of your account number you wish to start searching. The default is the first level (1). To select a different level either type its number in the box, or click the drop-down arrow at the end of the field and click on the level number you want to use.

DONE/CANCEL:

When finished making changes to any of the options explained above, click DONE to save them (or Cancel to return to main screen.)  By clicking DONE, your changes will be saved and you will be logged out of the program.