In the Admin Settings screen users can control how TimeTrak behaves around the business rules that MYOB Exonet use, there is also other feature settings available via this screen, including customisation around fields.
Transactional Settings
include
Enabling Branches on Statuses - this adds a branch drop down list to the Billable Statuses so that they default to that branch when posted back to MYOB Exonet.
Enabling Statuses on Labour Codes - this adds a field to the labour code assigned to the user which links it to a billable status. Useful for Payroll settings.
Enabling Advanced Travel Features - this pairs up with the Fixed Travel Billable Status so when users start travelling to a site it automatically populates the time entry with that billable status, if this is not enabled then the setting in Profiles to automatically create a travel time entry will not be available.
All Users will be required to have at least one Labour Code selected to be a Travel labour code.
Warning: If the Advanced Travel Status is selected and assigned to a job which does not allow this status against then the time will not post.
Behaviour for Stock Outage on Disbursement Assignment - the drop down box allows you to ignore the stock quantities in Exo, show a warning or deny adding the disbursement stock to the time entry.
Setting an Outlook ID Prefix - identify your Task ID's in Outlook from potentially other companies emails also containing Task ID's.
Cost price on Purchase Order - select the costing option from the stock item that TimeTrak should use.
Default markup - enter in the default markup percent to be applied for Purchase Orders.
Payment Types pull through MYOB Exonet's payment types but users can limit those which are considered valid forms of payment via TimeTrak Mobile, this is most likely going to be limited to cash, cheque and credit cards.
Debtor Stop Credit Behaviour
allows users to control how they want Timetrak to behave when a Debtors account is set to Stop Credit in MYOB Exonet.
This can be set to mirror MYOB Exonet's settings around stop credit or users can have some leeway in TimeTrak.
The behaviours are Show Warning, Ignore and Deny.
The scenarios which can be individually addressed are
Stop Credit Behaviour on Time Entry Creation - actioned when a time entry is being created.
Stop Credit Behaviour on Task Creation - actioned when the task is being created.
Step Credit Behaviour on Job Creation - actioned when a job is being created via TimeTrak Professional.
In each instance a text message on the screen will be visible in red explaining the client is on stop credit.
Cost Type Assignment
controls where Labour Codes and Disbursements within TimeTrak inherit their Cost Type from.
This can come from the user settings or from Exo stock items.
Cost types are used for further grouping, analysis and reporting.
Password policy
settings applies to all users in TimeTrak. These are to ensure your data is safe when accessing TimeTrak remotely via the Mobile website.
Users can set how long they would like this password to be.
If the password must contain at least one number.
If the password must contain both upper and lower case letters.
