Setup Optional Features

Use this screen to set up the optional features you have in your software and how they pertain to your business. The Setup Optional Features screen has been divided into several categories, each containing important settings. Select the category on the left side of the screen, and the settings for that section will appear on the right.

Keep in mind that not all sections may apply to your business. In addition, the sections in the setup list may be hidden based on the features included with your license and/or general options not chosen.

When checked, the selected features of the application will be enabled. Uncheck to hide these features and any others dependent upon this feature's capabilites. You must close and re-open the software to have these changes take effect.

This screen controls what an outside auditor with the accountant's copy of ManageMore is allowed to modify. Placing a check in the appropriate checkbox will allow the auditor to make the changes noted.

Modify the chart of accounts

Allows the auditor to edit to add GL accounts to the existing chart.

Create and edit budgets.

Allows the auditor to make new budgets and modify any existing ones.

Create and edit fixed allocations

Allows the auditor to make new fixed allocations and to change those that already exist.

on various records

Allows the auditor to post changes or other information so as to change the account totals.

Reconcile GL Accounts

Allows the auditor to reconcile any of the GL accounts within the chart of accounts.

and classifications

Allows the auditor to create inventory adjustment transactions to modify item quantities & change the item ABC Classifications.

Create new journal entries

Allows the auditor to make journal entries to move monies from one account to another.

and create government forms

Allows the auditor to change legal information about the company (such as tax IDs) and create 1099 forms for outside vendors.

Enter or select the default path where documents are to be stored in the Document Management System.

Select the encryption level to be used on scanned documents when they are converted into PDF (Abode Acrobat format) documents. Choose from 40-bit, 64-bit, or 128-bit.

Older versions of Adobe Acrobat reader may experience issues when trying to read a PDF file that has been created with 64-bit or 128-bit encryption. To update your copy of Adobe Acrobat reader, please visit the Adobe website at http://www.adobe.com/reader.

Enter the master password (back door password) that will override individual document passwords in the Document Managements system. This password will not open a PDF file created with another password, but will allow the user to edit the document's properties to view/edit the individual password. If blank, no back door password can be used.

Allow additional recording of incoming/outgoing email to Document Management System

Check this box to record any incoming or outgoing e-mail messages and attachments into your document management system.

Set up your company's rules for receiving attachments on external e-mail. These rules allow you to protect your company from being infected by software viruses or other harmful file attachments.

This option will force the user to scan all e-mail attachments, regardless of the rules specified above.

Enter the command line used to run the virus scan software. This command line will be executed, adding the file name as a parameter, when a virus scan is requested.

Many virus scan programs will scan e-mail as it is received by the program. If this is the case with your virus scan program, it is not necessary to force the user to scan the file again prior to opening the attachment.

Enter an e-mail address for which a rule will be applied to (leave blank if for all e-mail addresses).

Specify whether to take no action, force a virus scan, or delete an attachment. Also specify to do so when the attachment's extension or filename contains certain characters (such as EXE, BAT, COM, etc.)

The settings on this tab are meant to work with a SPAM Protection Filter that will place values in either the subject line or the message header of an individual e-mail message.

Check this box to have ManageMore search incoming mails for a special value placed in the message to alert the mail client that the message should be placed in the Spam folder.

Select the method by which searches of message for spam values should take place:

Message Header

Choose this option to have ManageMore's e-mail client search the message header (data not normally seen at the beginning of an e-mail message) for the spam value assigned by the mail server.

Subject Line

Choose this option to have ManageMore's e-mail client search the message subject for the spam value assigned by t he e-mail server.

Enter the value that the mail server software will assign to any message it believes is spam. This value is then searched for in all incoming messages; any message that has this value in the message header or subject line as chosen above will be placed in the Spam folder.

Only in rare circumstances will these settings need to be changed from their defaults.

Select the GL Account type to be used when no such information exists on an imported record.

Select the Inventory Template to be used when no such information exists on an imported record.

Check this box to allow the creation of general ledger accounts when they are necessary from any items imported.

Check this box to allow the creation of customer records from imported transaction records if the customers do not exist in your software.

Check this box to allow the creation of vendor records from imported transaction records if the vendors do not exist in your software.

Check this box to allow the creation of supertrack inventory items from imported transaction records if the inventory items do not exist in your software.

Allow Inventory Quantities to be updated automatically from imported transaction

Check this box to allow the on hand quantity of inventory items to be modified per the appropriate transactions imported from your IIF file.

Check this box to allow the location of an imported record to be determined from data found in the Class field of the imported record.

The default format to use when exporting data from the program. The options available may depend upon optional modules licensed, such as the File Export module.

The job scheduler is an optional feature of ManageMore that allows the program to automatically execute certain functions (such as running reports) on a regular basis.

•	For more information on the use and operation of Job Scheduler, see the topic in the Advanced Features chapter.

This setting will determine how often the job scheduler polls for a job that needs to be run. The default is 5 minutes between checks.

This setting determines which e-mail account will be used to send job-related e-mail. This includes e-mailed reports, as well as e-mailed trouble tickets.

These settings are used in conjunction with the Shipping Manager module, which allows ManageMore to connect to third party shipping carrier's online systems (e.g. FedEx, UPS) and automatically ship packages and record tracking information. If your license does not contain this option, please contact your sales representative for more details.

This selection allows shipments to be processed at the end of the day, in lieu of when the transaction is generated. If this option is selected, ManageMore will enable an additional menu option on the Order Entry menu to process shipments.

This option will enable a button on the process shipments screen which will print a packing slip for the shipment.

Enter the folder which will contain data shared between ManageMore and the third party shipping software.

In the shipping software, you must assign a unique number to each workstation that will be processing shipments. Enter that number in this field in ManageMore. This ensures that a shipment is directed to the correct workstation.

When creating recurring tasks, how many future tasks should be generated ahead of time?

Select the number of tasks that should be generated in advance for recurring tasks. This will apply the first time the recurring task is created. After this, a new task is created as each task in the series is marked complete.

This section allows you to set up to 16 user-defined fields for use on task records. These fields can be used for any purpose. The table lists all 16 user-defined fields available.

This column displays the name of the custom field. This is the field name that will appear on the record for input.

Free Form

Prompts the user to type any value, letters or numbers.

Checkmark

Prompts the user to place a check mark in a provided box.

Drop List

Prompts the user to select a value from a predefined list. Drop list choices are separated by a vertical bar (e.g. Choice 1|Choice 2|Choice 3 )

Displays the internal format of the field being created. This is displayed upon clicking the Edit button below.

If the field format selected is "Number", this column displays the number of decimal places.

This column will display the value that will be automatically filled in the user-defined field when entering a new record. This value is optional.

This user defined field must be completed before the record can be saved. This is displayed upon clicking the Edit button below.

Enter the full address where the ticketquery.asp page can be found on your website. (Example: http://www.mycompany.com/ticketquery.asp)

Enter the name that will be displayed as the sender of a customer's e-mail when a message is sent from a web ticket being modified.

Enter the return address that will be displayed as the return address for a customer's e-mail when a message is sent from a web ticket being modified.

When selected, requires that an e-mail address be entered with all tickets submitted.

This section allows you to set up user-defined fields for use on web ticket records. These fields can be used for any purpose. The Screen Prompts table lists all 16 user-defined fields available.

This column displays the name of the custom field. This is the field name that will appear on the customer record.

Free Form

Prompts you to type any value, letters or numbers.

Checkmark

Prompts you to place a check mark in a provided box.

Drop List

Prompts the user to select a value from a predefined list. Drop list choices are separated by a vertical bar (e.g. Choice 1|Choice 2|Choice 3 )

Displays the internal format of the field being created. This is displayed upon clicking the Edit button below.

If the field format you have selected is "Number", this column determines the number of decimal places.

This is the value that you will mostly use in the user-defined field. It is optional.

This user defined field must be completed before the record can be saved. This is displayed upon clicking the Edit button below.



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