Set up staff user preferences

Each staff member can personalize their workspace using user preferences. This helps you work more efficiently and comfortably.
  1. Select
    Setup
    , then
    User Preferences
    .
  2. Mark or clear checkboxes in the
    User Preferences
    window to turn features on or off.
    For example, you can use the Enter key to move between fields instead of the Tab key, turn on implied decimals, choose defaults for reports, and select which types of files should be sent to which printers. The payroll tax forms have additional printer options for each copy type.
  3. Go to the
    Reports
    tab to modify settings for all reports that are printed from the application. Select
    Customize
    next to each item to change it.
    • Detailed options
      : Print the detailed options in the header on all predefined reports. Detailed options can include a specified region, section, filters, and sorting options.
    • Client ID
      : Print the client ID in the header of all predefined reports.
    • Staff ID
      : Print the staff ID in the footer of all predefined reports.
    • System date and time
      : Print the system date and time in the footer of all predefined reports.
    • Page number
      : Print the page number so that it's right justified in the footer of all predefined reports.
  4. Select a favorite screen from the dropdown. The screen you select will display when you open the application or select
    Favorite Screen
    in the toolbar. If you don't choose anything, the Home Dashboard will display by default.
  5. Select
    Reset
    to display hidden alert messages if you marked
    Don't show this message again
    .
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