Contents
Introduction
In this section you find a list system variables which values you will set as to how WorkBook should work. You also find a description to each variable.
You need to log out/in after changing a system variable in order for it to take effect.
System variables
Search
If you look for a specific variable the search function will be a great help. Enter a word in the search box and hit the ‘Enter’ button. You clear the search box by clicking the red x button.
List
This is a working list if all System variables in WorkBook.
It is constantly updated with links to guides going more in-depth on each specific System variable:
| 9 | Enable allow change move date when moving hours between jobs | Move hours; allow change move date when moving hours between jobs |
| 11 | Allow administrator to insert invoice number | Allow Administrators to add invoice # directly on an invoice? – aggr. The Administrator will only have the option to approve the invoice. |
| 12 | Allow advanced user to insert invoice number | Allow Project Administrators to add invoice # directly on an invoice? – aggr. The Project Administrator will only have the option to approve the invoice. |
| 13 | Allow non billable jobs on billable clients | Allow non-billable jobs on billable clients |
| 15 | Connection string to backend SQL Server database | Connection string to SQL server |
| 28 | Allow edit currency rates in WorkBook (otherwise import from finance system) | Allow to create and edit currency and currency rates in WorkBook = YES If currency and currency rates are imported from finance system = NO |
| 30 | Set reference name in client extra code fields. Seperate with “;” | Client extra dimensions. |
| 33 | Default UNC path to save backup file | Path to suggest user when creating a back-up database. C:\ on server is default |
| 36 | Allow user to change suggested filename | Allow user to change suggested file name composition ? |
| 37 | Auto correct filenames | Auto correct filenames for special/local characters |
| 38 | Auto create job subfolders | Creates job folder and any subfolders when creating a new job |
| 39 | Resource folder: automatic create resource folder if possible | Allow WorkBook to create resource folder (ie. Client, Supplier, Employee) |
| 40 | Auto rename filenames | Auto rename file names |
| 41 | Path to backup folder for files deleted by user | When a user deletes a document from WorkBook, a backup is auto created in this folder |
| 42 | Replace non valid characters with this character | |
| 43 | File name: Date string composition | When creating a new document, use this date string to file name |
| 44 | Auto document file name composition | Use this format for composing file name: <TemplateInitial>-<DocTitle>-<Date>-<UserInitial>-<DocID> |
| 45 | Max number of characters in filename | Max file name length. Max 31 characters when Macs are in network environment |
| 46 | Primary folder name | Display this name in WorkBook/Documents |
| 50 | Secondary job folder: use extra name | Use extra name when composing secondary job folder name |
| 51 | Auto create job folders | Auto create primary job folder, when creating a new job |
| 52 | File- and folder name: Max. character length | Max name lenght on folders Macs in network environment max 31 character (below OS 10) From OS 10 up to 256 characters can be used |
| 53 | Root folder naming for active jobs | Name the primary job folder this |
| 54 | Root folder naming for closed jobs | Name the primary JobsDone folder this |
| 55 | Character separator in job folder name (fx. 4711_Summmer Campain brochure 2007) | Job no and Job name folder name separator, eg. 4711_Summmer Campain brochure 2004 |
| 56 | Secondary job folder: character separator in job folder name | Character to use when composing secondary job folder name |
| 57 | Path to additional subfolders (add to existings jobs) | Sub folder: Path to additional subfolders to add to existings jobs |
| 58 | Only use lower-case characters in filename | Only use lower care characters, when creating documents from WorkBook |
| 59 | Auto remove local language characters from filename | Remove local characters WorkBook will remove local characters – example æøå, in file name composition. |
| 60 | Resource folder: max. length of resource folder | Max lenght for resource folder |
| 61 | File name separator character when composing file name | WorkBook will use this character to separate data when composing file name |
| 62 | Add employee initial when creating new documents or reports from WorkBook | Add employee initial to filename, when creating a new document from WorkBook |
| 63 | Create new document: set document template name as filename | When creating a new document, document template name is used as subject name |
| 64 | Change/remove space character | Auto correct space in file name composistion |
| 65 | Replace space character with this character | Character to place instead of space |
| 70 | Default employee capacity in hours per day | Standard capacity per day in hours |
| 71 | Number of days to calculate plan forward | No further description |
| 74 | Client account number on invoice is required | Should account number be typed before invoice approval? |
| 75 | Suggested file path for Excel file export in invoice administration | Default path to Excel spreadsheet/invoice list Default: C:\ on local client |
| 77 | Employee manager can add, edit and delete absence registration | Allow employee manager to add, edit and delete holiday entries for employees. |
| 84 | Max. numbers of days backwards when moving hours | Move hours; set the max. number of days back allowed, to move hours |
| 94 | Block user from approving and finalizing invoices on jobs from the next month after the job close date | Block user from approving and finalizing invoices on jobs from the next month after the job close date |
| 95 | Allow edit debtor address information on invoice | Allow project administrators to change debtor address on an invoice? |
| 97 | Suggested invoice date when creating new invoice | |
| 98 | Invoice report: insert minus character on credit note | Invoice report, reverse number sign in report when it is a credit note |
| 100 | Pay terms: Allow set payment due date prior to invoice date | Pay terms: Allow set payment due dateprior to invoice date |
| 105 | Allow user to create invoice type “Invoice on account” | Allow use invoice type: Invoice on account |
| 106 | Allow user to create invoice type “Partial invoice” | |
| 109 | Allow advanced users to change default price list on job | Allow project administrators to change price liste direct on job |
| 110 | Allow administrator to reopen job | Allow to reopen job |
| 111 | Allow advanced user to reopen job | Allow reopen job, project administrators |
| 118 | Cost prices: hide time entry cost price column or content for advanced users | This setting will disallow advanced users to see cost prices from other employees anywhere in WorkBook. |
| 119 | Sales prices: hide time entry cost price column or content for advanced users | This setting will disallow advanced users to see sales prices from other employees anywhere in WorkBook. |
| 121 | Client order number, headline text | Client order number on invoice, field tag |
| 122 | Detail – headline text composition | Insert job type name as headline composition |
| 124 | Headline text composition on new invoices | Layout on invoice |
| 126 | Allow administrator to move material entries on jobs | Allow move mat. registrations, system administrator |
| 127 | Allow advanced user to move material entries on jobs | Allow move mat. registrations, project administrator |
| 129 | Allow administrator to move jobs between customers | No further description |
| 130 | Allow advanced user to move jobs between customers | No further description |
| 131 | Purchase order – headline text composition | Tags to compose headline in requisition |
| 133 | Ask user for new title when price quote is set to “Approved” | No further description |
| 135 | Price quote layout: headline text composition | No further description |
| 137 | Price quote layout: hide header information on page 2 (customer name, address etc.) | No further description |
| 140 | Allow administrator to move hours | Move hours between jobs, allowed for user type Administrator |
| 141 | Allow advanced user to move hours | Move hours between jobs, allowed for user tupe Project administrators |
| 142 | Default language code, LCID number | Default language suggested to user |
| 145 | Default material percent value in price quote and invoice | Use this value when calculating material percentage on price estimate and invoice |
| 154 | Number of days between the user must change password | Password: how many days before user must change password |
| 155 | Allow to edit and create payment terms in WorkBook (or import from external finance system). | Allow to edit and create payment terms in WorkBook (or import from external finance system). |
| 158 | Approving sales invoice: show warning message if any expenditures has been put on job after the invoice date | Approving invoice: Raise message if consumption registrated after invoice date <> 0 |
| 162 | Server path for WorkBook update folder | When updating WorkBook, this setting sets path for update folder on server. Default: C:\wbUpdate |
| 163 | Hot folder to document templates | Network path to WorkBook template folder |
| 165 | Default country code | Default country code |
| 166 | VAT default value in percent | Only used for showing VAT on price quotes |
| 169 | “Time entry description required” is set as default on new tasks in schedule. This setting is inherited when creating a time sheet entry. | |
| 171 | Next scheduled SQL Server maintenance check | Next scheduled maintenance check |
| 172 | Allow to move hours to a closed accounting period (only administrator) | Allow move hours behind finance close date. |
| 173 | Allow move hours between companies | Move hours; allow move hours between companies (only when multi company database). |
| 176 | Timer for closing down system (milliseconds) | This setting is used when updatering system, and sets millisec for logging user off. |
| 177 | Allow change Activity type in time registration | Activity is optional in time registration |
| 179 | Weekly time sheet approval also locks time sheet | Weekly time sheet approval also locks time sheet |
| 183 | Set hour round up when filling in time registration | |
| 184 | Time entry: employee cost price method | |
| 190 | Use debtor payment terms as primary payment terms | When debtor are imported from finance system, then use primary payment terms |
| 195 | Allow change of profit factor when approving a voucher | Allow changing price factor, when approving voucher. |
| 197 | Balance field has to be zero when changing status from “New vouchers” (10) to “Approval” (20) | |
| 202 | Show warning if profit factor level is above: | Price factor warning level – checks that price factor is not to high or to low. |
| 232 | Allow to allocate hours to users with license type “Employee with no access to WorkBook” in schedule | Allow user type 4, to be booked in WorkBook Plan. Are used to book freelancer on task. |
| 236 | Default e-mail program | Default e-mail program related to this WorkBook, ie. the default e-mail prg. for the client. |
| 244 | Password mininum length | Password must be X characters long |
| 252 | Price quote approve button sets status: internally / externally approved | No further description |
| 260 | Rounding factor used on “Even distribution of hours” in Schedule | Rounding factor used when booking flex hours (centi hours) |
| 262 | SMTP server name or IP number | SMTP server name. |
| 263 | Sales invoice report layout: disable header information on page 2 (client name, address etc.) | Layout on invoice |
| 266 | Enable inter company | Allow inter company accounting (only when more than 1 company are present in WorkBook) |
| 267 | Calculation method of contribution margin on report 185, 259 and 481 – and pre-calculation in bottom of price quote | Contribution margin calculation based on 1: Turnover, 2: Gross profit Turnover = Sale Gross profit = Sale – external expenses Contribution profit = Sale – (external expenses + internal expenses) Model 1 Turnover: contribution profit percent = contribution profit / Turnover Model 2 Gross profit: contribution profit percent = contribution profit / Gross profit amount |
| 268 | Allow user to create invoice type “Consolidated invoice” | Activate joined invoice module. Allow use of joined invoices in WorkBook. |
| 269 | Default booking level on all schedules | When booking resources on plan, what is default on resource booking level ? |
| 270 | Approval delay: Max. number of days a voucher can have status “For approval”. 0 equals: No limit | Max number of days a voucher can have status “For approval”. Employee stand-in is inserted, if the voucher reaches max number of days. 0 equals: No limit Activate agent: VouchSubstituteCheck |
| 273 | Enable password protection with ****** | User password is protected with ******* characters – even for the administrator. |
| 279 | Remove cost effect on inter company postings | If cost prices (time cost and material cost) are not posted to the general ledger this parameter should be set if inter-company posting is activated. |
| 282 | SQL Server Database-name | |
| 283 | SQL Server Server-name. If clouster server setup use “;” to separate server names | |
| 284 | Max. number of days that can be entered in one absence entry | |
| 288 | Agent error handling email “From” name | |
| 289 | “From” email address – debtor reminder handling | |
| 290 | Agent default “From” name | |
| 295 | Calendar synchronization: Appointment default job | |
| 299 | SQL Server database files path (.ldf and .mdf files) | |
| 302 | Enable automatic WorkBook update | |
| 303 | When adding a new employee then automatically grant access to all customers | |
| 304 | Allow to change whether job is billable (only applies when there are no expenditures on the job) | |
| 305 | Create “Prospect” jobs with “billable” setting set as default | |
| 308 | Add new voucher: show creditor list with creditor number | |
| 310 | Number of days before calendar appointments (tasks) from calendar import are set to status ‘done’ by WorkBook | Clean up Calendar task list after x days (0=None) |
| 319 | Include price quotes with status approved externally (status ID: 50) in Expenditures | |
| 320 | Include price quotes with status approved internally (status ID: 40) in Expenditures | |
| 350 | FTP address | |
| 351 | FTP username | |
| 352 | FTP password | |
| 355 | FTP subfolder | |
| 356 | FTP transfer type | |
| 357 | Timer start/stop: force hour round-up, value: | |
| 360 | Allow user to approve/finalize “Final invoice” when job contains open (not settled) purchase orders | |
| 364 | Timer start/stop: automatically stop after x hours | |
| 366 | Move hours, keep the original registration date when moving hours | Keep the original registration date when moving hours from one job to another. Post date will be the specified move date |
| 367 | Allow to change description on time entries outside time sheet | |
| 368 | Allow activity type change (only works on open entries) | Allow activity type to be changed on time entries (only works on open entries that are not jounalised) |
| 393 | Enable search for vouchers in sub-folders if voucher file is not found in primary folder | |
| 395 | Allow absence entry if employee is allocated on tasks in absence entry period | |
| 405 | Enable “Estimated Time To Complete (ETC)” | Active “Estimate remaining hours” on job task |
| 411 | Selecting a debtor is required when creating a new job | |
| 413 | Data to show in debtors list when creating a new job | |
| 416 | Allow advanced users to automatically create new debtor from customer data | |
| 419 | Calendar synchronization subject tag | |
| 421 | Allow blank company payment text on sales invoices | |
| 422 | Add Project Manger on tasks with no employee allocation when copying a schedule from a template | |
| 423 | Resource activities: lock record when activity is set as done | |
| 424 | Enable “time stamp” on reports bottom section | |
| 425 | Expense account is required as default on all internal jobs | |
| 427 | Default scope when copying material calculation in price quote | |
| 432 | Resource folder: if possible automatically rename folder when resource name is changed | |
| 434 | Create new job: default expenditures account value (only used for customer and pipeline jobs) | |
| 435 | Allow data import | |
| 436 | Disable duplicate check when creating a new- or editing a ressource | |
| 437 | Enable duplicate check on address (check on street name and post code – only pipeline prospects) | |
| 440 | Enable automatic approval of manually created WIP adjustments | |
| 441 | Last synchronisation time | |
| 443 | Add new voucher: allow to edit bank settings | |
| 444 | Add new voucher: allow to edit card payment settings | |
| 445 | Add new voucher: suggest new vouch number | |
| 446 | Add new voucher: suggest new vouch number but allow user to change | |
| 447 | Show warning message “Are you sure” when inserting invoice number | |
| 448 | Resource folder: folder name structure (available columns: <ResName>, <ResId>, <PostCode>, <City>) | |
| 449 | Add new voucher: show payment settings | |
| 454 | Enable BETA-release modules (use with caution) | |
| 463 | Block purchase order approval if the price quote has not been approved | |
| 464 | Block purchase order approval if purchase order cost price exceeds the approved price quote purchases | |
| 469 | Allow to reopen job if the job is booked in finance | |
| 470 | Customer credit max default setting (the check is done when creating a new job) | |
| 471 | Customer credit max default setting (the check is done when creating a new job): allow change settings on customer | |
| 474 | Mininum minutes to allocated per day when method “Evenly distribute hours” is selected in schedule | |
| 475 | Default method when allocating hours to employees | |
| 476 | Add new voucher: auto add info to comment field | Select one or more of these fields. Sample: Creditor: <CreditorName> Invoice number: <CreditorInvoicedNumber> Invoice date: <CreditorInvoiceDate> Voucher number: <VoucherNumber> Comment: <CreditorComment> |
| 478 | Remove blank time sheet entry lines when time sheet is approved (saves database space) | |
| 479 | Default currency format | |
| 481 | Customer FTP folder root address | |
| 484 | Allow manual bookings on system accounts in general ledger (not recommended) | Posting on “automatic” finance accounts can potentially prevent reconciliation to relevant supporting reports. Or imply missing dimensions where normally expected. |
| 486 | FTP Directory | The FTP program’s data location |
| 487 | FTP UNC | A Share to the FTP program’s data location |
| 488 | FTP URL | The URL for the FTP server |
| 489 | FTP LINK | Link to FTP server |
| 490 | FTP integration is active | Allow FTP Integration |
| 499 | KID system enabled | |
| 502 | KID system format | Kid format |
| 503 | Enable flexible working hours handling | Enable Flex system |
| 505 | Name of field in employee settings | Employee social security number, personal number etc. |
| 509 | Default activity when copying price quote payment scheme to invoice | |
| 510 | Enable application translation | |
| 511 | Allow to re-use voucher number | |
| 512 | New customer: automatically add the new customer to all users customer list | |
| 513 | Use purchase order “delivery date” as delimitation date in reports (if not the “purchase order date” will by used) | |
| 514 | Mileage: Default value for “Allow edit distance” between to locations; Yes or No | |
| 515 | Mileage: Automatically add new resources as locations, select resource types | 1 = company, 2 = Employee, 3 Customers, 4 = Vendors, 5 = Generel contacts, 6 = New Bizz, 7 = Technic, 8 = Media |
| 517 | E-transfer: use e-transfer system | Use E-transfer (electronic invoice, ean/gln). Remember to set path and storageprovider in Company variables |
| 518 | E-transfer: folder path | Fallback value for path on server for storing Etransfer files. If path is set on company settings 13 this value is used instead. |
| 519 | Block currency change when balance not 0 | Block Currency change when balance is not 0 |
| 523 | Allow to create invoices on non-billable jobs | |
| 525 | Use debtor no. sequence | |
| 526 | Use creditor no. sequence | |
| 529 | Clean up log list after x days | Clean up Log list after x days (0=None) |
| 530 | Allow to change creditor on vouchers with status “New vouchers”: change level | |
| 531 | Voucher entry on finalised jobs (status 4 and 5): Automatically block after x days | |
| 540 | Show users paid holiday | Setting to choose if paid holiday should be calculated and shown |
| 541 | Allow negative time entries | |
| 542 | Voucher entry on finalized jobs (status 4 and 5): Automatically block for entry when job is closed (changes status to 4 or 5). | |
| 543 | Use one voucher no. per payment journal (default is one no. per payment) | |
| 545 | Allow job to be closed when it contains non-approved vouchers | |
| 548 | Automatically change job status to “In process” when price quote is approved | |
| 551 | Create new job: default job status | |
| 552 | Allow delete resource if one or more contacts are assigned to interest codes | |
| 553 | Allow multiple open partial invoices | |
| 555 | Automatically equalise in general ledger when invoice number and amount match | Please note that choosing “2” may have a negative impact on performance in the general ledger. |
| 556 | All bookings must balance per voucher | |
| 560 | Comment required on voucher lines | |
| 561 | Flex start date | Flex start date |
| 562 | Move voucher between jobs: allow error on create new voucher file | |
| 564 | Posting text is required in general ledger | |
| 565 | Display a warning when approving vouchers with lines related to jobs that are closed | |
| 566 | “Description required” on time entry when creating new jobs, default value: | |
| 567 | “Description required” on time entries not assigned to a task | |
| 569 | Material entry on finalised jobs (status 4 and 5): automatically block when the job is closed | |
| 570 | Material entry on finalised jobs (status 4 and 5): automatically block after x days | |
| 572 | Calendar synchronization domain name | |
| 573 | Calendar synchronization (SuperUser) login name | |
| 574 | Calendar synchronization (SuperUser) password | Encrypted |
| 575 | Calendar synchronization task/appointment categories not to sync to WorkBook | |
| 576 | Allow inter company period shifting | |
| 578 | Personal expenses: Set voucher status to 50 once approved. Does not affect mileage entries. | Disabling this option will mean that personal expense vouchers are given status 40 when approved, and must be manually moved to status 50 before they can be journalised. |
| 580 | Set job status to 3 when last task is set as done | |
| 586 | Create new job: default company | |
| 592 | Allow change of finance account type (disable unless specifically instructed by a WorkBook consultant) | |
| 593 | Enable bonus system | Make bonus tabs visible |
| 595 | Allow automatic rounding of VAT amount on sales invoice lines | |
| 596 | Data log archive database name | |
| 598 | Create new job: default team | |
| 601 | Show rates on time sheet | |
| 603 | Automatically copy description text from voucher header to first voucher line | |
| 607 | Timer start/stop: add new time entry record for every stop/start | |
| 610 | Create new price quote: default probability percentage | |
| 613 | Reverse +/- sign on “Balance” column in the job expenditures tab | |
| 615 | Allow user to change job status to: 1 or 2 when no Description exists | |
| 616 | Allow user to change job status to: 1 or 2 if no Schedule exists | |
| 617 | Allow user to change job status to: 1 or 2 if no price quote exists | |
| 630 | Calendar synchronization: How to handle private appointments created in external calendar like Exchange / Outlook 365 / Gmail | |
| 631 | Online report printer URL, sample: http://myurl/printer. Remove URL value to disable online printer. | |
| 633 | Password must contain numbers (0123456789) | |
| 634 | Password must contain special characters (~`!#$%^&*()-+=?|\/,;:) | |
| 635 | Password must contain upper or lower case letters, or both | |
| 636 | Hide purchase order number until approved | |
| 638 | Time registration is required to be linked to a task, options | |
| 640 | Enable “Goods or services” info for sales invoices and purchase invoices | |
| 641 | SMTP port number | |
| 642 | Use SSL for SMTP | |
| 643 | SMTP username (leave blank if not required) | |
| 644 | SMTP password (leave blank if not required) | |
| 645 | Use purchase order profit factor instead of price list profit factor if purchase order is used on the voucher line | |
| 646 | Use SMTP login | |
| 649 | Add new voucher: check creditor invoice for duplicate number within +/- x days. | |
| 651 | Silverlight version URL | |
| 652 | Create new job: allowed job status values (0,1,2,3,4) | |
| 653 | System warning send e-mail notification to this e-mail address | |
| 654 | Folder on server where WorkBook Silverlight is installed | |
| 656 | Allow use of balance accounts on Expenditures | |
| 657 | Lock VAT codes in vouchers for approval | When enabled, VAT codes will not be automatically calculated for vouchers in the “for approval” stage (20). They can still be defined manually. |
| 658 | Create new invoice: set attention person method | |
| 659 | Show resources in Job price activity lines | Show resources in Job price activity lines |
| 661 | Make bank payment files read only | Set the read only attribute on payment files |
| 662 | Use dummy pictures for employees in WorkBook | |
| 664 | Change status trigger: Set Allow time entry when job status is “0 – Quotation” | |
| 665 | Change status trigger: Set Allow time entry when job status is “1 – In process” | |
| 666 | Change status trigger: Set Allow time entry when job status is “2 – On hold” | |
| 667 | Change status trigger: Set Allow time entry when job status is “3 – Ready for invoicing” | |
| 668 | Set all tasks to status “Done” when job status is changed to “3 – Ready for invoicing” | |
| 669 | Set all tasks to status “Done” when job status is changed to “4 – Invoiced/Finalised” | |
| 670 | Set all tasks to status “Done” when job status is changed to “5 – Cancelled” | |
| 672 | Synchronise creditors and suppliers | |
| 674 | Enable translation sidebar | |
| 675 | Datalog init stamp | With this setting the datalog routine will make a stamp of the contents for all records on the appropriated variable in the changelog |
| 677 | Enable the start menu in the Silverlight client app | |
| 678 | Use same activity cost price for all companies | |
| 679 | Pipeline management: Lead to opportunity break percentage | Probability percentage on pipeline that triggers switch from Lead to Opportunity |
| 681 | Employee can delete absence entries | |
| 682 | Enable field “Sales date” for invoices | |
| 683 | Job invoice report: Add “Original” label if the invoice report is not printed. | |
| 684 | Job folder name job number place | |
| 686 | Login “Remember Me” allowed, yes/no | |
| 687 | Login “Remember Me” cookie expires after x days (0 = no expiry date / no limits) | |
| 688 | IP range that is allowed to use “Remember Me” (Empty = no limits) IP Range format: 192.168.0.0/24 | |
| 689 | Resource search file folder UNC | |
| 690 | Substitute employee: move creditor invoice approval after x number of days to substitute employee (value = 0 deactivates this setting) | |
| 693 | Expense entry creates a voucher | Expense entry creates a voucher |
| 694 | Automatically create employee as creditor (used in expense entry, mileage and subsistence allowance) | Automatically create employee as creditor (used in expense entry, mileage and subsistence allowance) |
| 695 | Block invoice approval if there are unapproved time entries on the job. Only valid on partial invoice and final invoice. | |
| 696 | Block invoice approval if there are unapproved material entries on the job. Only valid on partial invoice and final invoice. | |
| 697 | Block invoice approval if there are unapproved personal expenses on the job. Only valid on partial invoice and final invoice. | |
| 698 | Block invoice approval if there are unapproved subsistence allowances on the job. Only valid on partial invoice and final invoice. | |
| 699 | Block job invoice approval if there are unapproved purchase orders on the job. Only valid on partial invoice and final invoice. | |
| 700 | Show state and county | For US and Canadian customers |
| 701 | Enable automatically accrued expense on approved purchase orders | |
| 702 | Extended datalog basic log scope | |
| 703 | General update last run | |
| 704 | General ledger: automatically book manually created journals when all users have approved. | |
| 708 | Is the user allowed to reuse old passwords: how many passwords should the system look back on? | The amount of old passwords that the system should check for a duplicate when entering a new password |
| 709 | How many times can a user attempt to login with a wrong password before the system will disable the user account? | How many times can a user attempt to login with a wrong password before the system will disable the user account? |
| 711 | How many minutes must pass before the unsuccessful attempts counter resets to zero. | How many minutes must pass before the unsuccessful attempts counter resets to zero. |
| 712 | Invalid password: how much lockout time before relogin is possible | Invalid password: how much lockout time before relogin is possible |
| 713 | Disable user account after x days of inactivity | Disable user account after x days of inactivity |
| 714 | Allow journals with ‘0’ postings | Allow journals with ‘0’ postings |
| 715 | Allow completion of partial invoice if the invoice does not contain related and approved expenditure entries. | Allow completion of partial invoice if the invoice does not contain related and approved expenditure entries. |
| 716 | Quick access toolbar – external link | Provide a link to be taken to upon clicking the quick access button |
| 723 | Rich text storage provider | What storage provider to use when saving rich text |
| 724 | Rich text storage provider subfolder | What storage provider subfolder to use when saving rich text |
| 725 | Time entry: enable “Billable” field | Time entry: enable “Billable” field |
| 728 | Time entry description: enable “Internal description” field | Time entry description: enable “Internal description” field |
| 729 | Allow approval of a purchase order when no supplier is selected | Allow approval of a purchase order when no supplier is selected |
| 733 | Temporary folder inside the storage providers. | Temporary folder inside the storage providers. |
| 734 | Fall back to job dimension if no dimension is set on employee | Use dimension value from job if no dimension value is set for employee. Only applies where dimension value source can be set to Employee. |
| 736 | E-transfer: storage provider | What storage provider to use when saving E-transfer |
| 738 | Always merge folders | When the system is creating resource/job folder and copies template structure, it can either copy or merge (manuel copy). Copy does not work on Apache and there for it is recommended to enable this when running web dav over Apache. |
| 740 | Create new task: allow basic users to create tasks | Allows basic users to create new tasks and tickets. |
| 742 | Allow manual editing of payment details | Allow manual editing of payment details |
| 743 | Follow-up warning: how frequent to raise warning in system (in minutes): | Follow-up warning: how frequent to raise warning in system (in minutes): |
| 744 | Allow to move a job-related creditor voucher more than once. | Allow to move a job-related creditor voucher more than once. |
| 746 | Set recalculate hour allocation method after time entry | Defines how the system will recalculate hour allocation after you make a time entry |
| 747 | Temporary storage provider | Temporary storage provider |
| 748 | Show subscription license key | Defines if the subscription license key should be displayed inside subscription management |
| 749 | Change dates on tasks based on binding | Defines if a task should change start or end date, depending on bindings through the Gantt Chart |
| 750 | Time entry description: enable “External description” field | Time entry description: enable “External description” field |
| 751 | Display the Report viewer button in the report printing sidebar | Display the Report viewer button in the report printing sidebar |
| 752 | Storage provider for attachments saved in conversations. | What storage provider to use when adding files in conversations. |
| 753 | Storage provider subfolder for attachments saved in conversations. | What storage provider subfolder to use when adding files in conversations. |
| 754 | Skip approval work flow on calendar imports (task). | Skip approval work flow on calendar imports (task). |
| 755 | Allow to remove system inserted approvers from a creditor voucher. | Allow to remove system inserted approvers from a creditor voucher. |
| 757 | Allow any user to approve task completion without being directly the task approver. | Allow any user to approve task completion without being directly the task approver. |
| 758 | Automatically assign a user to a task if time entry is done on a task that is not assigned to the user. | Automatically assign a user to a task if time entry is done on a task that is not assigned to the user. |
| 759 | Add description data from job type template upon job creation. | Add description data from job type template upon job creation |
| 760 | Forces the use of the email address from Agent Sender | |
| 761 | Lower limit for number of approvers on creditor vouchers (cannot delete approvers if number goes below this) | Lower limit for number of approvers on creditor vouchers (cannot delete approvers if number goes below this) |
| 762 | Enable milage tab in “My Settings” | Enable milage tab in “My Settings” |
| 763 | Voucher hot-folder scan omit files: List files seperated with semicolons ; | Voucher hot-folder scan omit files: List files seperated with semicolons ; |
| 765 | Show social network links at the login screen | Show social network links at the login screen |
| 766 | Automatically block Personal expense entry on finalised jobs (status 4 and 5): Automatically block after x days | |
| 767 | Automatically block Personal expense entry on finalised jobs (status 4 and 5): automatically block when job is closed Yes / No | |
| 768 | Automatically block Mileage entry on finalised jobs (status 4 and 5): Automatically block after x days | |
| 769 | Automatically block Mileage entry on finalised jobs (status 4 and 5): automatically block when job is closed; Yes / No | |
| 770 | Automatically block Subsistence allowance entry on finalised jobs (status 4 and 5): Automatically block after x days | |
| 771 | Automatically block Subsistence allowance entry on finalised jobs (status 4 and 5): automatically block when job is closed Yes / No | |
| 772 | Automatically Follow-up notification sender resource | This employee is used as the sender of conversation notifications that are created automatically. |
| 773 | Allow manually edit due date, payment term, payment term text and method of payment on sales invoices | |
| 774 | Ongoing monthly job value adjustment notification (WIP). Add monthly WIP adjustment follow-up notice to job project manager. Notification is added to the conversation center. | |
| 777 | Apply employee dimensions to G/L and voucher lines | Set employee dimensions |
| 778 | Ongoing monthly job value adjustment notification (WIP). Minimum trigger amount in company currency. Blank = no limitations, just show all jobs. | |
| 779 | Email import document format | |
| 780 | Enable collection folders “All” and “file type” in document browser treeview | |
| 781 | Creditor vouchers, voucher type 0: Set voucher status to 50 once approved | Disabling this option will mean that creditor vouchers are given status 40 when approved, and must be manually moved to status 50 before they can be journalised. |
| 782 | Mileage: Address data is requiered (address field must be filled in) | |
| 783 | Mileage: If employee uses own car, the car’s registration number is required | |
| 784 | Allow financial user can force the final approval of consumption items in administration views for all approvers. | |
| 786 | Job WIP month follow-up: Set WIP calculation proposal to value zero if the job has status 0 “Offer”. The user can afterwards edit the values. | |
| 787 | Allow manual change of invoice payment status | Allow manual change of invoice payment status. Can be set in Job/Invoice and Finance/Debtor invoice management. If active only manual change of payment status. |
| 788 | Automatic check for license key update | |
| 789 | Allow people to send a document to google for document preview | |
| 790 | An external address that is used for google docs preview instead of trying to auto detect | |
| 792 | Enable Job Ticket Coupon handling | |
| 793 | Choose what report layout to attach to a voucher when finalized (If any) | |
| 794 | Time Sheet notification by incomplete registration, check x days back (0 = no check) | |
| 795 | Automatically install recommended agents | |
| 797 | Calendar View – first line of text | Tags: <TaskNumber> <TaskName> <JobNumber> <JobRefKey> <JobName> <CustomerName> <CustomerInitials> <TaskId> <TotalUsedHours> <TaskProgress> <StartDate> <EndDate> |
| 799 | Mileage locations are optional | |
| 800 | Warning notification must be addressed this resources. Set a resource id list separated with ; | |
| 801 | Portal delivery date from now, at least x number of days ahead | |
| 802 | Always use the employee’s own standard activity when a time entry is created. | |
| 803 | Pipeline management: Default setting, create a “pipeline” project when creating a new prospect | |
| 804 | Default activity number when creating resources and purchase order | This activity will be used unless otherwise specified. |
| 805 | Ongoing monthly job value adjustment notification for WIP: delay in days after month end date | |
| 807 | Automatically move time entries to status “for approval” once daily if approval flow is enabled and the user does not has to approve the entry. | The setting only runs if: – Approval system is activated, ie. minimum one approver role is set up and is active – The user does not have to approve the entry |
| 809 | Enable Support Ticket module | |
| 810 | Allow user to change the ‘From’ field in emails | Allow user to change the ‘From’ field in emails |
| 811 | Conversation page HTML version URL used for Ticket, Task, Job and Conversation HTML pages | Conversation page HTML version URL, e.g. http://bluebird.workbook.net/ |
| 812 | Support Ticket, ticket page supporter pseudonym name | Supporter |
| 813 | Maximum number of days in the past to allow invoicing (Any non-numeric value = no check) | |
| 814 | Automatically add a conversation comment about important task changes. | Task is completed, task deadline is changed etc. Note: “Deadline is changed” notification triggers only if a conversation exists and the task is in progress (a user has made a time entry) |
| 815 | Support Ticket. Set new ticket status when author reply | |
| 816 | Support Ticket. Set new ticket status when person responsible replies. | |
| 817 | Support Ticket. Set new ticket status when ticket is created and does not have a person responsible. | |
| 818 | Support Ticket. Set new ticket status when ticket is closed | |
| 820 | HTTPS is required, has effect on both client and WorkBook Update program. | |
| 821 | Default delivery date when creating a new Purchase order. 1 = Job delivery date, 2 = Job end date, 3 = Current date | |
| 822 | New voucher copy values from previous line | |
| 823 | Allow tax code on expense entry | |
| 824 | Notify job PM when they have been set as PM on a new job. If an existing job’s PM is changed, the new job PM receives a notification (unless the role is changed by the same individual). | |
| 825 | Notify job PM if a Portal user has created a new job where he is PM | |
| 826 | Notify job PM if another user change the job status code. | |
| 827 | Support Ticket. Set new ticket status when ticket is created and has a person responsible. | |
| 828 | Personal expense needs an attached voucher | |
| 829 | Allow to force approval of vouchers | This option allow managers to force approval of vouchers |
| 830 | Support Ticket. Status for reopened tickets | |
| 831 | Support Ticket. Which users to unsubscribe when closing the ticket | |
| 832 | Auto show/hide conversation in task resource conversation inbox when they or other people mark their part of the task as completed | |
| 833 | Expense Entry Prefix | |
| 836 | Conversation unsubscribe other users role | 1 – Only the user can unsubscribe themselves. 2 – Only users who have not commented may be unsubscribes by other users. 3 – Only conversation owner can unsubscribe others. Owner = the creator conversation. 4 – Only users who have not commented may be unsubscribes by other users + conversation owner can unsubscribe others. 5 – Anyone can unsubscribe all (freedom and responsibility) |
| 837 | Hide zero amounts on price quote lines | |
| 838 | New employee must update the login password to a new one | |
| 839 | Use standard invoice number sequence for sub invoices to a consolidated invoice | If disabled, a suffix will instead be added to the invoice number of the consolidated invoice (“/1”, “/2” etc.) |
| 841 | Price and invoice lines edit: Add activity text / resource name when user changes activity number or resource. | Options: 0: Do not copy text to description field if there is already a text 1: Copy activity and resource name 2: Copy activity text, do not copy resource name 3: Copy resource name, do not copy activity text 4: Do not copy any text to activity text field at all |
| 844 | Allow the usage of Lightweight Directory Access Protocol Authentication for users | Allow the usage of Lightweight Directory Access Protocol Authentication for users |
| 845 | Servername to use for Lightweight Directory Access Protocol, can be IP, IP:PORT, DNS, DNS:PORT | Servername to use for Lightweight Directory Access Protocol, can be IP, IP:PORT, DNS, DNS:PORT |
| 846 | Suffix for usernames, when authenticating a user over Lightweight Directory Access Protocol | Suffix for usernames, when authenticating a user over Lightweight Directory Access Protocol |
| 847 | Create new job, auto suggest job name | Sample: <CompanyInitails> – <CustomerName>, <CustomerAddressPostcode> – <CustomerAddressCity> Fields: <CompanyName> <CompanyInitials> <CustomerId> <CustomerName> <CustomerAddressLine1> <CustomerAddressLine2> <CustomerAddressPostcode> <CustomerAddressCity> <CustomerAddressCountryCode> <ProjectManagerName> <ProjectManagerInitials> <JobTypeName> Note: Field names must be reproduced exactly with <> |
| 848 | Show the Completion column in the jobs list (both regular and portal) | |
| 849 | Force creation of physical folders in non-production environments. | |
| 850 | Show task hours in Gantt View | Determine whether or not to show task hours in the Gantt View for portal users |
| 853 | Move job to another customer. Allow moving if there is a customer invoice on the job. | |
| 854 | Should the system ask the user if he/she wishes to modify the job folder when he/she renames a job | |
| 855 | Should the system ask the user if he/she wishes to modify the resource folder when he/she renames a resource | |
| 856 | Allow create and edit debtor address information on invoice | |
| 857 | Make the change of time entry activities, for the admin only | |
| 858 | Support Ticket. Automatically add support responsible to the task list. | Automatically add support responsible to the task list so the support case is shown on his to-do list. |
| 859 | Job description enable child list values | |
| 860 | Automatically add new customer to all active price lists | |
| 861 | Email duplicate validation on the contact email address | 1 – No email duplicate validation 2 – Warning, but allow email doublet 3 – Do not allow email duplicates |
| 862 | Default time zone offset for calendar synchronization. | Specifies how many hours difference between WorkBook and external calendar. E.g. if WorkBook is hosted on a server within GMT-4 and employee is within GMT+1, set this value to -5.00 |
| 863 | Job Invoice. Copy price quote introduction to invoice introduction, include data from price quote fields <PriceDate>, <PriceTitle>, <PriceIntroduction>. | Select one or more of these fields. Sample: The job is invoiced accordance previously approved price quote. Price quote date: <PriceDate> Price quote introduction: <PriceTitle> <PriceIntroduction> |
| 866 | If debtor reminder mails should be send with the email address of the current user | If debtor reminder mails should be send with the email address of the current user |
| 867 | Support system title used externally | |
| 868 | If the update program should enable Silverlight CDN when updating. | |
| 869 | Use SSL for Silverlight client (Reverse Proxy) | |
| 870 | Support system – Enable new jobs as a support ticket job | |
| 871 | User Comment is required if entered hours are less than basic time – accepted deviation. Enter acceptable deviation from basic time in hours (as a decimal number). | Blank = Comment is not required. Example 1: Basic hours is 8.0 hours. Registration is 6.5 hours. Accepted deviation is 1.0 hour. Comment is required. Example 2: Basic hours is 8.0 hours. Registration is 7.5 hours. Accepted deviation is 1.0 hour. Comment is not required. |
| 872 | Job invoice: Get payment term lookup priority | |
| 873 | Create job invoice credit note, default value for option “The credit note relates to a partial invoice” | |
| 874 | Show Task ID in the interface where it is needed for the user | Task ID is shown with #, like #1234 |
| 875 | Allow absence entry in closed finance periods | |
| 876 | The maxium failed login attempts before the Email Import will be disabled for a user | |
| 877 | The maxium failed login attempts before the Calendar Import will be disabled for a user | |
| 878 | Calendar sync default server value | |
| 879 | CalendarSyncDefaultVersion | |
| 880 | Folder on the server where V9 Website is located | |
| 881 | Mail import convert to comment. If it is a reply mail crop mail from string in mail body. | Sample: From: WorkBook [mailto:support=workbook.dk@hosted.workbook.dk] On Behalf Of WorkBook |
| 882 | Create customer, show only customer type up to, select 1-6 | Types: 1 – Customer 2 – Prospects 3 – Internal PR/Marketing 4 – Internal Administration 5 – Holiday 6 – Illness and absence |
| 883 | Job payment schedule notification. Add a notification to the job conversation NN days before an invoice must be sent. Blank = Do nothing | Sample: According to payment schedule an invoice must be issued at February 18, 2014. Part invoice, amount 50.000,00 |
| 884 | Include partially invoiced expenditures in column WIP amount in Pipeline summary forecast | |
| 885 | Show overall job “Calculated progress” column and field in interface | |
| 886 | Show job “Evaluated progress” column and field in interface | |
| 887 | Task resource progress status value for type “Is started / In progress” status | Is used to automatically set or suggest a new user progress task status when the user start the timer function on a task. |
| 888 | Time entry move hours to another job: Block transaction if job posting configuration is not equal | Job charable setting and time entry posting configuration must be the same on source job and target job. Atherwise the transaction is blocked. |
| 889 | Automatically add new time entries to existing entries on same day/job/task | When enabled, the system will add time entry hours and descriptions to existing records on the same day on the same job/task (if it exists). When disabled, new time entries will always result in a new row in the time sheet. |
| 890 | Task Notification, automatically include Job Production Manager in conversation comments | |
| 891 | Allow job to be closed when it contains non-approved time entries | |
| 892 | Allows basic users to edit bookings on tasks where they are not responsible | Allows basic users to edit bookings on tasks where they are not responsible |
| 893 | Conversations: Re-activate task resource when the user add a conversation comment | The user is reactivated on the task with status DONE = False. However, works only if he is already booked for the task. |
| 894 | Show job “Price GP Progress” column and field in interface | |
| 895 | Show job “Price TO Progress” column and field in interface | |
| 896 | Force time entry dialogue presented upon login. Missing time entry check to look at missing time from the previous day/week/month | The modular popup dialog will block access to other parts of the system until time entry for the period is completed. |
| 897 | Block invoice approval if the job contains open (not booked) vendor invoices. Only valid on partial invoice and final invoice. | |
| 898 | Send invoice by email: recipient email address method | Which method should be used for looking up recipient email address, when sending an invoice as an email attachment through invoice management. |
| 899 | Subscription sender. Set job PM and invoice responsible method on create subscription invoice | |
| 900 | Notification about a new conversation comment, email sender address | If this setting is not set, then setting 289 is used |
| 901 | Automatically insert this document template as the job briefing when creating a new job | Documents templates can be selected here. Only templated allowed to be used on jobs is shown. |
| 902 | Lost description on a pipeline is required | Description is required when stating that a pipeline is ‘Lost’ |
| 903 | Job price quote approval trigger. Probability % to be updated to 100% when status of quote changes to either ‘approved internally’ (40) or ‘approved externally’ (50). | Default value is 40 – Approved internally |
| 904 | List of task activity types for calendar synchronization to export | Specify activities separated by semicolon – 100;104;105 If blank, any activity type will be exported (including blank) |
| 905 | Allow prospect to be selected for subscription | Allow prospect to be selected for subscription |
| 906 | Do not use separate voucher sequence for “Move job related vouchers” | |
| 907 | Reopen a task | Decides what to do, when a task is changed from status “Done” to “To-Do” This setting works only on tasks, not tickets |
| 908 | Update notes | Update notes for information to be displayed during update |
| 909 | Show both voucher and company currency on expence entry | Will add voucher currency to and amount to expense entry. Total amount in company currency is automatically calculated, when BOTH date and total amount for the voucher is entered. Calculation of amount in company currency is based on currency rates, and it is possible to overwrite the amount. In that way you can adjust the currency rate to match the specific expense entry. |
| 910 | Use vat on purchase orders | |
| 911 | Basic version URL | |
| 912 | Time entry copy week function: Use the employee’s activity type | |
| 913 | Sarbanes–Oxley Act (SOX) compliance is required | The Sarbanes–Oxley Act of 2002, also known as the “Public Company Accounting Reform and Investor Protection Act” and “Corporate and Auditing Accountability and Responsibility Act” and more commonly called Sarbanes–Oxley, Sarbox or SOX, is a United States federal law that set new or enhanced standards for all U.S. public company boards, management and public accounting firms. http://en.wikipedia.org/wiki/Sarbanes%E2%80%93Oxley_Act |
| 914 | Allow currency rate of zero (0) on general ledger entries | |
| 915 | Expense entry import prefix | |
| 916 | Hotfolder add new voucher: auto add info to comment field | Select one or more of these fields. Sample (all selected fields must have data to trigger auto add): Creditor: <CreditorName> Invoice number: <CreditorInvoicedNumber> Invoice date: <CreditorInvoiceDate> Voucher number: <VoucherNumber> |
| 917 | Block approval of daily timesheet if registered time is less than user’s basic time | |
| 918 | Job invoice: Allow editing of specific fields on a finalized invoice | |
| 919 | Display method for activity number and name in job price and invoice lines | |
| 921 | DefaultPortalFolder | Default portal folder for portal users |
| 923 | Always maintain the same voucher number throughout a manual G/L journal | If disabled, WorkBook will automatically retrieve a new voucher number if the journal is in balanced, and keep the same voucher number if it is not. |
| 924 | Conversation unsubscribe comment settings, add comment | |
| 925 | Calendar import of appointments that are tentative/available | When calendar synchronization checks for appointments in the external calendar, should appointments marked as tentative or free/available be imported? |
| 926 | Default pricelist for new customers, if none is chosen | |
| 928 | Default invoice type for new invoices | Specify what invoice type should be selected per default when creating a new invoice. Note that some invoice types can be disabled by other basic settings, but will still show as options here. |
| 929 | Team setup. Automatically remove inactive employees as a team member from each team setup. | |
| 930 | Mileage entry on job: Round up mileage to nearest whole number | When value is entered, WorkBook rounds up the number of kilometers (or miles) to the nearest whole number |
| 931 | Block final invoicing if there are open tasks | |
| 932 | Text pattern for calendar sync target job | When calendar synchronization is importing tasks from the external calendar, it will look for the text pattern in this setting, followed by a job number. If the pattern is found, the task will be imported to the job number that follows (unless the job is closed, is an absence/holiday job, or does not have an active plan). |
| 933 | Support ticket. Create new ticket: “Assigned to” mandatory option & validation | |
| 934 | Allows a basic user to redelegate his part of the task to another employee | Allows a basic user to redelegate his part of the task to another employee. With no option to change booking hours |
| 935 | Enable VAT return code configuration in VAT settings | |
| 936 | Google calendar API, ClientId | http://help.workbook.net/knowledgebase/google-calendar-synchonization-setup/ |
| 937 | Google calendar API, ClientSecret | http://help.workbook.net/knowledgebase/google-calendar-synchonization-setup/ |
| 938 | Notify specific users notified whenever a new job is created. Add initials. | Specify users by users initials separated with a “;” – sample: BC;GB;BO |
| 939 | Block the use of holidays when your total amount have been used | Block the use of holidays when your total amount have been used |
| 940 | Job UNC Path structure | Method for combining job unc folder structure, 1 is standard. |
| 941 | PricePaymentScheduleUseStartdate | Price quote – Use Job startdate as default payment date |
| 942 | Copy Purchase Order standard cover letter text to cover letter text field when creating a new Purchase Order | |
| 944 | When creating a purchase order, set “Show invoicing address on report” to true | |
| 945 | Enable notification type 160 Calender appointments | |
| 946 | Disable the print status dialog when printing invoices | Disable the print status dialog when printing invoices, the dialog will no longer auto promt a user if the invoice is “OK” after printing, however you can still use the manual print approval flow. |
| 947 | Mileage voucher. User-defined comment text. Variables: <Initials> <StartLocation> <EndLocation> <OneWayTwoWay> (two way displays <->, one way displays ->) <Distance> <DistanceUnit> <TripDate> <Comment> | Select one or more of these fields. Example: Mileage: <StartLocation> <-> <EndLocation> / <TripDate> |
| 948 | Make a notification when a new customer is created | |
| 949 | Journal Entry. User-defined comment when getting data from Sales invoice. | Select one or more of these fields. Parameters: Debtor name: <DebtorName> Debtor number: <DebtorNo> Invoice number: <InvoiceNo> |
| 950 | Voucher number stamp. How and if voucher’s should be stamp with either a permanent or dynamic stamp. | How and if voucher’s should be stamp with either a permanent or dynamic stamp. |
| 951 | Notify job project manager by email whenever a new job is created by another user. | |
| 952 | Job Adjustment Comment is required | |
| 953 | Voucher document information box: Add voucher information dynamically. Supported files pdf, png, gif and jpeg | Optional fields: <PrintedDate> <CompanyName> <Vouchernumber> <CreditorNumber> <CreditorName> <ApprovalStatus> <PaymentStatus> <JournalNumber> |
| 956 | Allow job to be closed even though there is non-approved items | |
| 957 | Allow job to be closed when it contains unapproved material registrations. | |
| 958 | Allow job to be closed when it contains unapproved price qoutes | |
| 959 | Create new purchase order, get recipient addresses and attention person method | |
| 960 | Notify employees on system updates. | Creates a simple notification with version number and update date. |
| 962 | Use payment schedules for Pipeline | Enables using payment schedules for pipeline, which replaces the even distribution across month allocation |
| 963 | Create invoice: Leave debtor blank when if no primary debtor is found | Create invoice: Leave debtor blank when if no primary debtor is found |
| 964 | JobInvoiceCurrencyRateUseSalesDate | Job invoice – Use Sales date instead of Invoice date when calculating currency conversion |
| 967 | Allow manually adjust vat on status 40 | Allow manually adjust vat on status 40 |
| 968 | Support Ticket. On new high priority ticket send mail to involved employees. | |
| 969 | Maximum allowed deviation from normal exchange rate, in percent | If system variable 909 is enabled, this setting controls the maximum allowed deviation from the normal exchange rate between the expense entry currency and company currency, in percent. Setting it to 10 will allow a regular exchange rate of 200 to vary between 180 and 220. |
| 970 | Allow manually adjust voucherlines on status 40 for expenseentry | Allow manually adjust voucherlines on status 40 for expenseentry |
| 971 | Job adjustment method | JobAdjustmentMethod |
| 972 | Expense receipt allowance | ExpenseReceiptAllowance |
| 973 | Google AdWords API Client Id | |
| 974 | Google AdWords API Client Secret | |
| 975 | Bing Ads API Client Id, use for OAuth authentication | |
| 976 | Bing Ads API Client Secret, use for OAuth authentication | |
| 977 | HTML Versions Advertising Banner URL | |
| 978 | Create new job: Set job delivery date X days forward | Default value is 60 days. Can’t be less than zero days |
| 979 | Storage provider subfolder for files saved in Whiteboard. | What storage provider subfolder to use when adding files in Whiteboard. |
| 980 | Storage provider for files saved in Whiteboard. | What storage provider to use when adding files in Whiteboard. |
| 981 | Distance matrix API, ClientId | http://help.workbook.net/knowledgebase/google-calendar-synchonization-setup/ |
| 982 | Add a followup activity after x days | Add a followup activity after x days |
| 983 | Storage provider subfolder for files saved in Receipt File folder | |
| 984 | Storage provider for files saved in Receipt File folder | |
| 985 | Allow advanced users to change billable setting on jobs. | |
| 986 | Mask to apply for job folder name when creating a new job. | This allows for custom job folder names. If the setting is blank, no mask is applied. System variable 684 will not be overwritten by this, so check that it is disabled if jobid mask is used. Tags (dates use the job end date): <JobId> <JobName> <ProjectName> <CustomerName> <DepartmentName> <YYYY> <YY> <MM> <DD> |
| 987 | Task Booking Approval: Hide task on User task list until booking is approved, default filter value | |
| 988 | Job invoice: Allow change debtor name, address and contact person on finalized sales invoices | Options: 0: Not allowed 1: Allowed in job invoice module, job book 2: Allowed in debtor invoice management, finance menu |
| 989 | Post expense entry extensions for manual entries when converted into voucher | Add additional information on the description for manual expense entry entries when converted into voucher Options: <Name> : Employee name <Initials> : Employee initials |
| 990 | Post expense entry extensions for imported entries when converted into voucher | Add additional information on the description for imported expense entry entries when converted into voucher Options: <Name> : Employee name <Initials> : Employee initials |
| 991 | Folder to store report attachment documents | Folder to store report attachment documents |
| 992 | Storage provider to store report attachment documents | Storage Provider to store report attachment documents |
| 993 | Simple dialog when creating new jobs? | Simple dialog when creating new jobs? |
| 994 | Set reference names for resource optional fields. Seperate with “;” | Resource optional fields |
| 995 | Enable resource optional fields (0-10). | Enable resource optional fields |
| 996 | Automatic close task when all resources are done | |
| 997 | Move manual bookings when task is moved in time? | Move manual bookings when task is moved in time? |
| 998 | Specify billing method for final job invoicing, who must specify method | Options: 1) Deactivate Billing method workflow 2) PM (Job Project Manager) 3) AM (Job Account Manager) 4) FM (Job Finance Manager) 5) PM or AM 5) PM or FM 7) AM or FM 8) PM or AM or FM |
| 999 | Consolidated invoice restriction: Allows the user to create an extra regular invoice on a job with an open sub-invoice. Default = False | Consolidated invoice restriction: Allows the user to create an extra regular invoice on a job with an open sub-invoice. Default = False |
| 1001 | Allow edit Price Payment scheme after price quote is approved | |
| 1002 | SAML Configuration | Configuration for the WorkBook SAML Service Provider |
| 1003 | Enable consolidated invoices with cross customer on the same debtor | Enable consolidated invoices with cross customer on the same debtor |
| 1004 | SAML ServiceProvider Certificate | The certificate that the ServiceProvider (WorkBook) should use, can either be formatted as plain text or base64 |
| 1005 | SAML ServiceProvider Certificate Password | The password for the certificate that hte ServiceProvider (WorkBook) should use |
| 1006 | SAML IdentityProvider Certificate | The public certificate of the Identity Provider that connects to WorkBook, can either be formatted as plain text or base64 |
| 1007 | DocumentBrowserRecursive | If the document browser should be recursive when downloading folders and files by default |
| 1008 | Restrict full job access to team members only | Allows only job team members to see jobs in the job book and open the job card. Admin user is not affected by this option, they still have full job access |
| 1009 | Block invoice approval if there are unapproved mileage entries on the job | Block invoice approval if there are unapproved mileage entries on the job. Only valid on partial invoice and final invoice. |
| 1010 | Allow job to be closed when it contains non-approved milage Entry | |
| 1014 | Number of needed approves before Time entry is approved. All approvers must approve if value is 0 | |
| 1015 | Task delete. Allow deleting tasks with user added conversation comments. | |
| 1016 | Job invoice finalize: Allow insertion of manually defined invoice number. | WARNING!! Allows manually adding of invoice number. This can be illegal in some countries, please ensure that this action is legal before enabling it |
| 1017 | Stored File Storage Provider | Stored File is a common storage area for files associated with items in WorkBook |
| 1018 | Stored File Storage provider subfolder | Stored File is a common storage area for files associated with items in WorkBook, this is the sub folder on the storage provider to be used |
| 1019 | Default booking level for tasks imported into WorkBook by calendar sync. | Use this setting to override the booking level on imported tasks, instead of having them follow the default setting on the plan. |
| 1020 | Allow finance users to reopen job | |
| 1021 | Finance date on Accrued PO voucher | |
| 1023 | GitHub WebHook secret | Secret key used when integrating into Github Hooks. See https://developer.github.com/v3/repos/hooks/#create-a-hook |
| 1024 | Pipeline container folder name | The name of the folder that should be used to contain pipelines |
| 1025 | Hide user holiday calculations | |
| 1026 | Access restrictions for moving job-related expenses across companies | |
| 1027 | Job invoice date may be set later than job close date | |
| 1028 | Create task. Allow add employee to a task if the resource is not on part of the job team, default Yes. | |
| 1029 | Job task scheduling: Activity is required on the task | |
| 1030 | Create task. Define ressource on job to be task responsible by default. | |
| 1031 | Time entry approval. Required numbers of approvers before final approval. | Leave blank or 0 if all approvers must approve the time entry. |
| 1032 | Resource Contact Sub Folder | Subfolder for under resources where Contact documents should be placed |
| 1033 | Time entry. Set to allow user to edit time entry description without resetting approval flow | |
| 1034 | File extensions allow when uploading a voucher | File extensions allowed when uploading a voucher, without leading period, and seperated by comma, ex: pdf, png, jpeg |
| 1035 | Restrict purchase order creation | Restrict the creation of a purchase order based on price quote |
| 1036 | Restrict purchase order activity | Restrict the activity of a purchase order based on price quote |
| 1037 | Enable unit amount specifications on Purchase order | Enable unit amount specifications on Purchase order |
| 1038 | Automaticly create task when creating prospect or pipeline | Automaticly create task when creating prospect or pipeline |
| 1039 | Move pipeline hours to job when converting it to job. | Move pipeline hours to job when converting it to job. |
| 1040 | Employee deactivating text | Employee deactivating text composition <Employee> |
| 1041 | ETC request approver | ETC request approval notification is sent to the task responsible or job project manager or job production responsible |
| 1042 | Absence entry: Notify user, managers and approvers when a absence entry is approved and registered. | Notification is given user, managers, approvers and to other users who must be informed by the use of this type of absence. |
| 1043 | Support Ticket. Block assigning tickets to employees who are absent. | |
| 1044 | Task Booking Approval: Hide bookings and booked hours for basic users until booking is approved | When enabled, only approved bookings are shown for basic users, and only approved hours are shown in task resources. Does not apply to tasks where the basic user is task responsible. Prevents basic users from moving bookings. |
| 1045 | Ignore permission CreateItem for exchange users | When enabled, the calendar sync will ignore the settings under calendar permission. If set to false, be sure the calendar persmissions is setup correct. |
| 1046 | Ignore permission DeleteItem for exchange users | When enabled, the calendar sync will ignore the settings under calendar permission. If set to false, be sure the calendar persmissions is setup correct. |
| 1047 | Ignore calendar permission for exchange users | When enabled, the calendar sync will ignore calendar permissions. If set to false, be sure the calendar persmissions is setup correct. |
| 1048 | PriceAlwaysAllowEditInternalComment | Allow edit price quote internal comment regardless of the quote status |
| 1049 | Calendar synchronization: Default notification time, in minutes | Tasks exported to external calendar raises a notification event for the user X minutes before the start of the task |
| 1050 | Pipeline Summary Forecast Calculation | Method 1: Historical amounts (depending on sysvar. 962) are evenly distributed over the remaining period of the pipeline/job. Invoiced amounts are deducted from the total value. Method 2: Historical amounts (depending on sysvar. 962) are fixed, and will not be moved as the pipeline/job progresses. Invoiced amounts are not deducted from the total value. |
| 1051 | Include all price sale statuses except cancelled | Include all price sale statuses except cancelled |
| 1052 | Set reference names for Job status edit Code columns seperate with “;” | Set reference names for Job status edit Code columns seperate with “;” |
| 1053 | Allow Closed With Approved And Settled Purchase Orders | |
| 1054 | AllowJobToBeClosedWithSettledPurchaseOrders | |
| 1055 | Set address label composition for debtors and suppliers. | Address detail items <Name> <Address1> <Address2> <Address3> <Zip> <City> <County> <State> <StateAbbr> <Country> <Attn> |
| 1155 | Allow jobs to be closed, when it contains one or more open invoices | The default value is set to True |
| 1157 | Manually select project when creating jobs | The default value is set to False |
| 1158 | Manually select project manager when creating jobs | The default value is set to False |
| 1159 | Default ‘Allow editing of material calculation ‘Sale’ and ‘Hours/unit’ to ON | If this system variable is turned on, it will default new clients price quote setting ‘Allow editing of material calculation ‘Sale’ and ‘Hours/unit’ to ON |
| 1160 | Disable notifications from system variable 998 | Turning this setting off, will disable the notifications created by system variable 998 (The purpose of this is that if you have system variable 998 set to anything other than “1”, the notifications cannot be disabled) |
| 1161 | Notify users when a system setting changes | Turning this setting off, will disable the notifications created by system variable 998 (The purpose of this is that if you have system variable 998 set to anything other than “1”, the notifications cannot be disabled) |
| 1162 | Include status 10 time entries in the time entry approval followup, if it is a user’s own time entry, it is status 10, and “role 1 – author” is active in the approval flow setup for the company. | |
| 1163 | Automatically send bookings for approval | If enabled, the system will send bookings for approval. Note that it will do so as the last employee who has made a change in the bookings, and will approve it for that employee. |
| 1164 | Allow values between 0 and 1 on purchase order profit margin / markup factor | |
| 1165 | Allow duplicate creditor and debtor names | Enabling this allows both creditors and debtors in the same company to have the same name as other debtors and creditors in the same company |
| 1166 | Allow to export data from gantt view to third party | WARNING: By allowing this, the data from the Gantt view will be send to untrusted third party (Dhtmlx), when exporting the data to PDF |
| 1167 | Force 2 factor authentication on employees | This setting will force the employee to setup 2FA upon logging in. |