Default Settings
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fig 8 | fig 1 - Company Details fig 2 - journease Community / Internet settings fig 3 - Profile fig 4 - E-Mail Defaults fig 5 - Accounts fig 6 - Extended Properties fig 7 - Matrices & History fig 8 - Screen Defaults |
Company Details | This will be set by Journease Staff before release, however should any changes be made to your companies details here is where you can make them. The Tickboxes (Docs) along the side, when ticked, will include these details on documents used in Journease, e.g. Invoices, Reports etc |
| J' Community / Internet settings | this is where we set up the server details that link you to the Journease Community, allowing Journease to connect to the community via the internet will ensure that your posted jobs can be seen by other community members and that Journease can alert you when new job opportunities arrive. |
| Profile | Here we can set your company's Working Time Directive - hours of business, Average Driving Day - length of driving for your drivers before they require a rest period, and average stoppage times allowed at Collection/Delivery, and Vehicles (Journease Professional and above) - Number of days warning of impending actions, number of miles warning of impending service and how to group vehicles. |
| E-Mail Defaults | The three tabs in this section allow you to enter the standard text that will be used in Emails for Collection, Delivery and Tracking, and to select what information will be included in the Email. |
| Accounts | This is where we set up the information for the Accounts Package that your company uses, e.g. Sage, Xero, Quickbooks. This will usually be set by Journease Staff before release but any changes can be entered here, don't forget that you will need to change the Export VAT Codes found in Lookup - Finance - VAT Rates to match the required codes for your chosen accounts package. |
| Extended Properties | Here are extended properties, this is where any new configurations added to Journease will appear, currently it includes a tickbox to Add Invoice Prefix when exporting invoices (adds the required prefix on exports), and Use microsoft Outlook to send emails (Uses Outlook to send emails as opposed to using the inbuilt Journease email. |
| Matrices & History | Here we can set the colours for the background of matrix boxes (helpful as a quick visual guide when checking if matricies are being used in a job), and view, save and clear the Transaction History (This shows all the things that have been done in Journease and is a good place to head to find what happens when something goes wrong. You can also select whether message boxes pop-up or errors are just shown in the taskbar. |
| Screen Defaults | This is where we set the defaults for the windows used in Journease. Customer screen - selects which tickboxes will be ticked by default when you open the Customer Details window Job Screen - selects which tickboxes will be ticked by default when you open the Job Window, select which is the first address entry Collection/Delivery, Default surcharge (this will be added to every Job by default) Live Console - Select whether or not to check waiting time and how many minutes before the reminder shows, select if you need Hard Copy POD by default and how to calculate which Status to show Trips - select to show Trips in the live console or just on the trip screen and what time trips can start from Other Defaults - set your default supplier (useful if you only use one supplier as it will automatically add this when you open the job screen), Set the tab that will show on the Job Window when calc j'ny is clicked Default Colours - customise the background colours used by journease, to change these click on the paintbrush symbol next to the relevant box. |