Define General Configuration - the General 3 Tab

You can set or use the following features:

• Use Report Generator for weekly reports
• Specify whether journals and investments should be entered in debit/credit columns
• Specify whether journals should be updated according to rules about reconciliation between accounts
• Specify whether journals should be copied over year-end using alternative rules. For more information see Company Journals.
• Specify whether journals should be copied without changing the journal number within the fiscal year and/or over the year-end. You must copy journals without changing the journal number over the year-end if you are using accounts with conversion code C, such as on the translation difference account on the equity specification.
• Specify whether journals should be locked for changes
• Specify whether form set should be used in Data Entry - Journals. For Data Entry - Company Journals and Data Entry - Group Journals, the pop-up list for accounts is limited. It will show only the accounts that are included in the form set for the actuality and period. By default, all accounts are visible in the pop-up list for accounts.
• Specify whether the function Approval of Journals should be used for company and group journals
• Use the Delete Staging Tables Records button to delete import from staging table jobs and records from the staging tables. You can select records to be deleted based on how old they are. The affected staging tables are listed in Importing Data from an External Application.

To be able to export files, report books, and reconciliation reports by electronic mail and to be able to import files by email, you must do the following things:

• Install an email application, such as Microsoft Outlook or IBM Lotus® Notes®
• Have access to a mail server
• Install Windows messaging (Mail and Fax in the control panel)
• Configure Windows messaging for the mail client