Configure Company Details Procedures

Use these procedures when configuring company details..

Related topics:

  • Predefine or Modify an Exchange Rate
    You use this procedure to predefine or modify an exchange rate.
  • Set or Edit Date and Time Preferences
    You use this procedure to set or edit date and time preferences.
  • Set the Default Job Costing Type
    You set the default costing type to either Charge band (cost based on the activity) or Allocation resource (cost based on the resource rate). You use this procedure to set the default job costing type.
  • Set a Default Tax Code
    You use this procedure to set a default tax code.
  • Add a Tax Code
    You use this procedure to add a new tax code.
  • Edit a Tax Code
    You use this procedure to edit a tax code.
  • Add a Non-Working Day
    You use this procedure to add a non-working day.
  • Edit a Non-Working Day
    You use this procedure to edit a non-working day.
  • Delete a Non-Working Day
    You use this procedure to delete a non-working day.
  • Set Weekend Days
    In Western countries, weekends are usually Saturdays and Sundays; however, this can differ in other areas of the world. You use this procedure to set the days that you want to designate as weekend days.
  • Edit a Prefix and / or Number
    TrafficLIVE assigns a prefix and number to every quote, job, invoice, purchase order, tender, and expense sheet. You can configure these according to your company preferences.
  • Set the Default Scheduling Status
    You can set the default scheduling status to Pending, which means that the scheduled item must be approved before entering the workflow, or you can set it to Approved, which means that the scheduled item automatically enters the workflow.
  • Set Remote Access for Deltek Support Staff
    Deltek Support staff might need to access your TrafficLIVE system to perform support and maintenance activities. You use this procedure to set their remote access to your TrafficLIVE system.
  • Define Password Security Settings
    TrafficLIVE controls the expiration dates of passwords and whether users can save their passwords locally. Your company's information security policy may dictate either or both of these settings. You use this procedure to define password security settings.
  • Enable Single Sign-On
    You use this procedure to enable TrafficLIVE to use single sign-on.
Parent Topic: Admin Procedures