Preferences Window
Follow the guidelines below to complete the fields on the Preferences window.
Items in this window
| Item | Notes |
|---|---|
| Activate Company on Startup | Select this check box if you want the last open company to open when you start the application. The application will default to the last group selected for the last open company upon startup. |
| Automatically Show Assets Snapshot | Select this check box if you want to display the Assets Snapshot window every time you open a company. |
| Display database name with company name | Select this check box if you want to display the database name in the company title bar. The database name will display in brackets after the company name. |
| Group Refresh on Save | Select this check box if you want to automatically refresh the list of assets in the current group when you save new assets or make changes to existing assets. If the additions or changes do not meet the criteria of the current group, you will no longer be able to locate the assets using the previous and next (arrow) buttons in the Go field. If you clear this check box, you can continue to use the Go field to find the assets until a refresh occurs. You can manually refresh the current group by selecting View/Refresh View from the menu bar. |
| Automatic Book Defaults | Select this check box to enable the automatic defaulting feature. This feature defaults information you've entered from the Tax book into the other open books. Because this feature saves data entry time, it is extremely useful when you are adding a new asset. |
| Display Asset Warnings | Select this check box if you want warning messages displayed each time you enter data that is inconsistent with depreciation concepts and rules. |
| Display Report Definition Warnings | Select this check box if you want a warning message displayed when you select another report without saving your changes in the Report Definition window. Clear this check box if you do not want the warning message displayed. |
| Activate Non-Sage Fixed Assets Fields | Select this check box to use asset groups created in Sage Fixed Assets—Tracking and to use Sage Fixed Assets—Tracking fields when creating new groups and finding asset data. This option is available only if you have installed Sage Fixed Assets—Tracking. |
| Go Options | Use this field to specify which of the two available fields you want to use as a search mechanism in the Go field. The Go field is a quick-find feature that allows you to enter a System Number or an Asset ID number, which is then located and displayed. |
| System Number | Select this option button if you want to enter System Numbers in the Go field when switching between assets. |
| Asset ID | Select this option button if you want to enter Asset ID numbers in the Go field when switching between assets. |
| Default Path for File Creation | Use this field to specify the default folder for creating files in the application. The folder that you select becomes the default folder for exporting data to a file, saving export field map files, importing files, saving import field map files, and backing up and restoring companies. |
| [Browse] | Select this button to select the default folder for file creation. |
| Favorite Link | Use this field to select the general ledger link that you use most often. The selected link appears at the bottom of the Links menu, making it easier to access. Selecting Sage Intacct Posting as the Favorite link activates the Sage Intacct Posting link, enables the Sage Intacct AP/PO link, and enables the Intacct Posting Setup window in Edit Company. |