Edit Company Variables

To use the Company variables submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To edit a company variable:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Company Settings > Company Variables.
3. In the middle pane, click on any of the following company variable categories:
   • Employee: In this variable category you can create a new employee and default employee cost price.
   • Employee Holiday: In this variable category you can reduce the number of earned holidays in the current holiday period for new employees.
   • Finance: In this variable category you can identify an e-transfer folder path, include a validation on debtor or creditor public registration numbers, include a control when an invoice is approved, and so on.
   • Job: In this variable category you can hide, show as read only, or show and allow editing on the sales tax column on job invoices, use template invoices when a new job sale invoice is created, block billable time entries, billable expense entries, and billable mileage entries until a certain date, and so on.
   • Job Adjustment: In this variable category you can set the method for the overall completion rate in WIP adjustments, disallow the job revenue recognition from exceeding the PQ total net revenue amount of externally approved price quotes, and always require WIP adjustment comments or only when making adjustments above or equal to a specified amount.
   • Job Invoice: In this variable category you can automatically insert a specified email address in the CC field when creating invoice emails from invoice management and job book, create GP value adjustments when finalizing sales invoices, block invoices if no client purchase order exists, and allow insertion of manually defined invoice numbers.
   • Job Price Quote: In this variable category you can define the percentage and amount which the total discount compared to the total amount cannot exceed and use template price quotes when a new job price quote is created.
   • Job Purchase Order: In this variable category you can set a creditor invoice status to trigger certain actions, set the system to perform a tolerance percentage and amount check for automatic purchase order settlements, create new POs that show and append VAT/GST/sales tax rates and percentages, and so on.
   • Job Task: In this variable category you can automatically generate comments when a task is mentioned elsewhere, uncheck the "Allow Time Entry" flag when a task is set to done, and allow overbooking when performing manual bookings.
   • Login and Password Policy: In this variable category you can prevent users from using a password that has been previously seen in an online leak.
   • Time Registration: In this variable category you can define a maximum amount of hours that can be registered in a day, identify a default booking level when creating new job schedules, and block the approval of daily time sheets if the entered time is less than the user's basic time.
4. Enter or select the applicable option for the company variable you want to edit.