Company Settings

• This menu is accessed by going to System Tools > Settings.
  

Company Setup

Report Info 1

• To change the logo, hover over the image. Editing icons will appear.
  
• Select the desired function to edit the logo.
  

Report Info 2

Email Setup

Note: If you are unsure what these settings should be, contact your email provider or Accu-Trax support.

E-Bill Setup

• This information will be used if there is no specific E-Bill info for the bill form that is used.
  

Gatehouse

Home Page Grid

• Grid selections that contain 'Large' will occupy both the upper and lower boxes.
  
• Ensure that there is nothing assigned to the lower box or it will not be accessible (in this example it is boxes 1 and 4).
  
• The home screen can also be customized on a per-user basis.
  
• To do so, go to System Tools > Local Settings > User Settings.
  
• This menu will override the company default settings, and will follow the user regardless of which workstation they use. It will not reset the company default settings, however.
  

Home Page Shortcut

• Individual users may have different shortcut layouts.
  
• Access System Tools > Local Settings > User Settings and open the Home Page Shortcuts Tab.
  
• These settings will follow the user no matter which workstation they are logged on to.
  

Note: F4 and F10 have reserved Windows functions and are not available as shortcuts.

Display

• The 'Week Names' section will allow the user to configure how Even and Odd weeks are named in the system.
  
• If desired, each individual week may also be defined if some services are scheduled for every third week of the month, or have other specific cases.
  
• The 'Service Display' section will choose how far in advance scheduled services will be displayed in the Services pane and how far back in history stopped services will continue to be displayed.
  
• By default, stopped services will display for 6 months after they are stopped (controlled by the 'Past Months' field), and scheduled services will always displayed (controlled by the 'Future Months' field).
  
• Leaving either field blank will display all services in that category, regardless of start or stop date.
  

Note: Regardless of the settings here, checking the 'View History' checkbox on the Service Address tab will show all historical addresses and services.

Display Options

Drop Drowns

• To return the options to their original settings click 'Restore Defaults'.
  

Note: All entries to the drop down menu must be separated by one comma and one space.

Barcode

• This is primarily used for the Post Transactions screen. Please be aware that this setting does not affect the formatting of any bills that are printed by BMS Technologies.
  
• To update the information that is printed in barcodes, please contact Accu-Trax Support and/or BMS Technologies.
  

Posting

• Service Type: Controls which transaction type is used by Autoposting when creating Service Charges.
  

• Partial Rate Calculation: Controls how Autopost will prorate services by default. This setting can also be controlled for each individual service, but this particular setting will be used for each service that does not have an individual setting.
  
• Per Service (Actual) - Calculate the total number of possible service dates during the period that the service is active, then divide this number by the total number of possible service dates over the current month.
  
• This method allows for 5-week months. This ratio is then multiplied by the service rate for the final price.
  
• Per Services (4 week) - Calculate the total number of possible service dates during the period that the service is active, then divide this number by the total number of possible service dates over a 4-week month.
  
• This method does not allow for 5-week months. This ratio is then multiplied by the service rate for the final price.
  
• Per Day (Actual) - This will divide the number of days that the service is active during the month by the total number of days in that month.
  
• This method allows for 28, 29, and 31-day months. This ratio is then multiplied by the service rate for the final price.
  
• Per Day (30 days) - This will divide the number of days that the service is active during the month by 30.
  
• This method does not allow for 28, 29, and 31-day months. This ratio is then multiplied by the service rate for the final price.
  
• Full Rate - This method does not prorate. If the customer is eligible for service during the month, they will be billed the full rate.
  

• Service Post Method: Controls how Autoposting consolidates transactions.
  
• Combined - This is the default setting. All automatic charges for each address are combined into a single charge. The total for each address is separated, and the total for each month is separated.
  
• Individual - Each separate service is posted as its own line item. Duplicate items are listed multiple times. The total for each address is separated, and the total for each month is separated.
  
• Per Service: Combine duplicate items, but every unique service is posted as its own line item. The total for each address is separated, and the total for each month is separated.
  

• Batch Posting: This Transaction Type will come up automatically when opening the Post Transactions Screen.
  

Roll Offs

• Delivery Action Text: This changes the name of the Delivery action to whatever is entered into the field. If blank, the Delivery action will be labeled 'Delivery'.
  

Navigator

• These settings will allow Navigator Information to upload into Accu-Trax.
  

Payment Info

• The data for this tab will come from the credit card processor, or from Accu-Trax Support.
  

• Transaction Type: Sets the Transaction Type for credit card transactions that are added to the system when processed directly through Accu-Trax.
  
• Transaction Batch: Sets the Batch Number for any transactions from credit cards that are processed directly through Accu-Trax.
  

Bundled Services

• Accu-Trax uses this information for integration of services.
  
• This tab also includes fields allowing the user to set Transaction Types and Descriptions for each of the Online-Billpay transaction types.
  

Service Addresses

• 'Field Required' indicates that the user must fill out any of the checked information boxes before the Service Address can be completed.
  
• 'Field Warn' indicates that a warning message will pop up if the user has not filled out the checked information boxes.