Updating your Company Preferences

Go to the navigation menu and select Preferences.

Click on the General tab, make needed changes, and then click on Save General Preferences.

• Days Coming Due - The number of days before a work order becomes past due.
• Days Out Warning - The number of days from the scheduled start date to start showing warnings.
• Days Out Message - The number of days before the user receives a message that a work order will be due.
• Target Days Complete - When creating a new project, the number of days to add to the start date to set the target complete.
• Project in PO Name Switch - Designates whether or not the project displays in the PO name.
• Invalid Insurance Certificate - Designates whether to have a Warning Only or completely Prevent.
  
• Share Customer Contact Switch - Designates whether or not you want to Share Customer Contact info with vendors.
• Company Logo  - Upload a logo for your company that will used for printable documents when necessary.

Click on the classification settings tab and then click on the edit icon.

Edit the record and then click on Save.

• Submit Bid Req Days - The number of days before the start of a work order that the bid is required.
• PO Approval Days - The number of days before the start of a project that you want to start showing checklist items.

Click on the Scheduling tab, make any needed changes, and then click on Save Scheduling Preferences.

Click on Accounting, make any needed changes, and then click on Save Accounting Preferences.

• Select Accounting Package - This is the accounting package that you use with which you would like HBS to communicate.
  

• Select Accounting Module - If your accounting package is setup to use purchase orders then this should be set to Purchase Orders. Otherwise Bills will be created by HBS with which to associate payments. 
• Inventory Account - This is the name/number of the default inventory account to debit/credit project transactions.
  

• Accounts Payable - This is the name/number of the default payables account to debit/credit vendor costs.