Preferences Window

Item	Notes
Activate Organization on Startup	Select this check box if you want the last open organization to open when you start the application. The application will default to the last group selected for the last open organization upon startup.
Automatically Show Assets Snapshot	Select this check box if you want to display the Assets Snapshot window every time you open an organization.
Display database name with company name	Select this check box if you want to display the database name in the organization title bar. The database name will display in brackets after the organization 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 Financial 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	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	Click this option button if you want to enter System Numbers in the Go field when switching between assets.
Asset ID	Click this option button if you want to enter Asset ID numbers in the Go field when switching between assets.
Default Path for File Creation	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 organizations.
[Browse]	Click this button to select the default folder for file creation.
Favorite Link	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 Organization.

Activate Organization on Startup

Select this check box if you want the last open organization to open when you start the application. The application will default to the last group selected for the last open organization upon startup.

Automatically Show Assets Snapshot

Select this check box if you want to display the Assets Snapshot window every time you open an organization.

Display database name with company name

Select this check box if you want to display the database name in the organization title bar. The database name will display in brackets after the organization 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 Financial 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

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

Click this option button if you want to enter System Numbers in the Go field when switching between assets.

Asset ID

Click this option button if you want to enter Asset ID numbers in the Go field when switching between assets.

Default Path for File Creation

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 organizations.

[Browse]

Click this button to select the default folder for file creation.

Favorite Link

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 Organization.

Preferences Window

Items in this window