Configuration Key Table

Last modified 07:46, 24 Apr 2017

Overview

The system provides a number of configuration keys that allows a practice to modify the application to suit their operating practices. Access the configuration keys from Maintenance > User Defined > Configuration. It is strongly recommended that you read Customising CCH Central before adding or modifying any of the keys. Otherwise, the application may fail.

Billing

Keys

(Please scroll down to see the table below...)

 

KeyName

KeyValue

Description of what is or does

BillingAllocation

FIFO

Add this key if the client wants to default to FIFO. If the client wants both FIFO and Pro Rata then do not add.

BillingAllocation

Prorata

If the client wants to default to Pro Rata then add this key. If the client wants both FIFO and Pro Rata then do not add.

BillingDefaultFont

Arial

Default Billing Font (case sensitive)

BillingDefaultFontSize

12

Default Billing Font Size

DisableFIFOBilling

1

Hard coded Pro Rata

DisableFIFOBilling

0

Hard coded FIFO

EnableFIFOBilling

1

Either Pro Rata or FIFO  billing can be used depending on whether pro-rate box is selected

DisableMultiCompanyBilling

1

This will default the client company value (held in the contact table) in the Company field on the Billing Wizard and will not allow the user to change the value or to browse to the available company entries

DisableMultiCompanyBilling

0

This will leave the Company field blank on the Billing Wizard and the wizard will not allow the user to proceed without browsing for an appropriate company value

MatchBillToAssignmentCompany

1

If it is set for true the user can not choose the company through which they would like to bill the client for the assignment.  The company will default to the company set up for the ?????????

Requestforpaymentdefault

1

This will select the RFP check box on the Billing screens by default.

Requestforpaymentdefault

0

This will clear the RFP check box on the Billing screens and default bills to be invoice transactions

UnspecBillingEmployee

1

Misc charges and Estimates to Complete invoices will go against unspec employee

UnspecBillingEmployee

0

Misc charges and Estimates to Complete invoices will go against employee who created the bill

 

Cash Posting Ledger

Keys

KeyName

KeyValue

Description of what is or does

Cash Allocation Date

 

1

 

System will use the latest of either the bill or cash dates as the allocation date. If the date of this later transaction falls within a closed tax period, then the allocation date will default to the current system date.

CTI Application

Keys

KeyName

KeyValue

CTI_SingleViewClientKey

Client

CTI_SingleViewContactKey

Cont

CTI_SingleViewURL

http://w2k3ad01/Singleview/contacts/...actdetails.asp.  This is the default page that will open through the CTI system.

 

Document Creation Settings

Keys

KeyName

KeyValue

Description of what is or does

DocumentCreationAssignment

[AC]\[AN]\[AD]

A valid set of document creation codes. See Defining Document Creation Settings.

DocumentCreationBillingStartupPath

C:\data\Services\Accounts

The initial path for all billing documents. See Defining Document Creation Settings.

DocumentCreationClient

TM]\[DD-MMMyy]\[CC-1]

\[CC]\[CB]-[PP]

A valid set of document creation codes. See Defining Document Creation Settings.

DocumentCreationContact

[TM]\[DD-MMMyy]\[LN-1]

\[LN]\[Filename]

 

A valid set of document creation codes. See  Defining Document Creation Settings.

DocumentCreationStartUpPath

C:\VPMDOCS

The initial path for all general documents. See Defining Document Creation Settings.

DocumentCreationTemplatesPath

C:\Program Files\Microsoft Office\Templates\*.dot

The path to look for templates for document creation. See Defining Document Creation Settings.

DocumentCreationWordBilling

[CC-1][CC-2]\[CC-3]\[CC]

A valid set of document creation codes. See Defining Document Creation Settings.

MailingFormalName

[FN-1/1][LN][Esq]

Additional algorithm to be used in preference to the standard if the contact is a male.

MailingInitials

FN-1/1][LN][Esq]

Additional algorithm to be used in preference to the standard if the contact is a male.

rMailingName

PR][FN-1/1][MN-1/1][LN]

Prefix, First Name, Middle Name and Last Name formats

MailingNameSeparator

[.]

This key determines the character that is used as the name or initial separator.

This most commonly used will be a full-stop or space.

MailingSalutation

[FN]

Basis on which contact's salutation is created from the available contact name fields.

WordBillingPath

C:\IT Folder\VPM files\Bills\

No longer valid. See Defining Document Creation Settings.

Counter Character

a

Document Creation Counter Character.

Document Creation

The path to save files consists of the DocumentCreationStartUpPath and any of the DocumentCreationAssignment / DocumentCreationClient / DocumentCreationContact values. The DocumentCreationStartUpPath should not have a trailing backslash. The DocumentCreationAssignment value etc. should have neither a leading or trailing backslash.

Billing Document Creation

The path to save files consists of the DocumentCreationBillingStartupPath and the DocumentCreationWordBilling values. The DocumentCreationBillingStartupPath would typically be the root directory of a non-changing network location for all document creation. The DocumentCreationWordBilling value would then specify the variable section of the directory structure (i.e. the section that contains the document creation codes for word billing).

The paths to save/retrieve documents are formed by using the above method to retrieve the correct path

e.g.       Assignment documents will be created in C:\ VPMDOCS\[AC]\[AN]\[AD]

When the path is generated for use the codes in square brackets are replaced for actual values if available (all characters are removed from data other then a-z, 0-9, -, , &.

e.g.       Assignment Code: J107/ AUD

            Assignment Name: James Brown/Audit

            Assignment Description: Audit

Assignment documents will be created in C:\VPMDOCS\J107AUD\James BrownAudit\Audit.

The valid document creation codes are as follows:

 

Activity / Task Document Creation

Billing Doc Creation

Document Code

Description

Available from Client

Available from Contact

Available from Assignment

Available from Billing

[DD]

Todays Date

Yes

Yes

Yes

Yes

[PP]

Partners Name

Yes

Yes

Yes

Yes

[CC]

Client Code

Yes

Yes

Yes

Yes

[CO

Client Office

Yes

Yes

Yes

Yes

[CB]

Created By Username

Yes

Yes

Yes

Yes

TM]

Template Name

Yes

Yes

Yes

 

[LN]

Client Last Name

Yes

Yes

Yes

Yes

 

[FN]

Client First Name

Yes

Yes

Yes

Yes

[CD]

Client Department

Yes

Yes

Yes

Yes

[ CN]

Contact Name

Yes

Yes

Yes

 

[ CF]

Contact Full Name

Yes

Yes

Yes

 

[AN]

Assignment Name

 

 

Yes

 

[AC]

Assignment Code

 

 

Yes

 

[AD]

Assignment Description

 

 

Yes

 

[AP]

 

Assignment Department

 

 

Yes

 

[ AO]

Assignment Office

 

 

Yes

 

[ Xxxxxx]

User Defined

 

 

Yes

 

 

By using the above code and a length portion i.e. [CC-1] the appropriate number of characters will be used from the left of the value in this case the client code.

For example:    

If the client code is ABC123456 then [CC-1] will return A

If the client code is ABC123456 then [CC-3] will return ABC

If the client code is ABC123456 then [CC] will return ABC123456

 

If a specific portion of the data is required, then the following syntax can be used (the first number is the starting position and the second number is the number of characters to be returned from the starting character, 1/3):

For example:.     

If the client code is ABC123456 then [CC-1/3] will return ABC

If the client code is ABC123456 then [CC-2/3] will return BC1

If the client code is ABC123456 then [CC-3/2] will return C1

If the client code is ABC123456 then [CC-4/1] will return 1

 

If alphabetical characters are required in only a portion of the returned data, then using the @ character will ensure that all other characters are ignored:

For example:

If the client code is ABC123456 then [ CC-@] will return ABC

If the client code is ABC123456 then [CC-@2/1] will return B

If the client code is ABC123456 then [CC-@3/2] will return

If the client code is ABC123456 then [CC-@1/3] will return ABC

 

Launching Applications

Applications such as VAP, Trust, Tax

KeyName

KeyValue
Example shown only

Description of what is is or does

CorTaxProgLoc

C:\CTSA.EXE

Path of the CorTax executable file

PerTaxProgLoc

WTAXMP\WTAXMP32.EXE

Path of the PerTax executable file

PerTaxYear

2007

Default tax year that will open for a client.  If the tax return has not been started the focus will remain on the client search

SecTAXProgLoc

C:\WSECMP32.EXE

Path of the SecTax executable file

TAProgLoc

WTRUMP\WTRUMP32.EXE

Path of the Trust Accounts executable file

TaxPackProgLoc

C:\Taxpack.EXE

Path of the Taxpack executable file

VAPDataLoc

C:\Viza

Location of the VAP data

VAPProgLoc

C:\Program Files\Viztopia32\Viztopia.EXE

Path of the VAP executable file

 

Miscellaneous

Keys

KeyName

KeyValue

Description of what is or does

CalendarAgeing

1

Changes the ageing method on ledgers and reports to a calendar month.  This will override any user defined aged debt bands defined within the system.

Cash Accounting Method

Accruals

Method of accounting for VAT on an invoice.  This key sets the system to account for the organization to be liable for the tax component of the invoice once created. This is created when VAT reports are first run.

Cash Accounting Method

Cash

Method of accounting for VAT on an invoice.  This key sets the system to account for the organization to be liable for the tax component of the invoice once cash is received and allocated against it. This is created when VAT reports are first run,

Bookkeeping Export Default

1

Export to Bookkeeping detail default

RichTextDisabled

1

This will disable rich text if necessary i.e. restrict font settings to those used in the template.

StandingOrderDisabled

1

This stops the Standing Order from loading on login

Screen Text

1

This enables the Screen Text menu under Maintenance > System > Screen Text. Users can use this option to amend the existing terminology used throughout the application.

DisbursementsOn

0

This activates the Expenses Ledger option within VPM

DisbursementsOn

1

This activates the Disbursement option within VPM

DisbursementsOn

2

This activates both Expenses and Disbursements within VPM

SchedulesOnClientWizard

1

Adds schedule creation steps to Client wizard and Add assignment from template

Homepage

N (where N is the number of homepage views required)

Allows the user to define a number of views available in the application

 

Replication

Bill Sequencing Keys

KeyName

KeyValue

Description of what is or does

BillSequenceType

Office/Partner/Company/Department

Determined the basis for which each bill sequence will be set up

UniqueBillNo

1

Does not allow duplicate bill numbers

UniqueBillNo

0

Allows duplicate bill numbers

UniqueBillSequence

1

Will NOT allow bill sequence ranges of overlap

UniqueBillSequence

0

Will allow bill sequence ranges of overlap

Combining the keys

Unique Bill #

Unique Bill Sequence

Notes

1

0

This is not a recommended combination.

Attempts to post a bill with a duplicate bill number will fail on Column 1.

0

0

Each entity/office could maintain the same range of bill numbers in their bill sequences.

No checks would be made on the uniqueness of the bill number.

1

1

This combination guarantees a unique bill number and discrete bill number sequences.

0

1

Whilst the sequences would be discrete, a user could still enter a duplicate bill number by resetting the bill counter.

 

Subscriber/Publisher Keys

KeyName

KeyValue

Description of what is or does

Subscriber

1

Establishes the current database as the Subscriber database in the replication process.

Publisher

1

Establishes the current database as a Publisher database in the replication process.

 

PerTAX

Link to PerTAX keys

KeyName

KeyValue

Description of what is or does

PerTaxDBName

PERTAXSVR

Name of the PerTax database

PerTaxServerName

PERTAX

Name of the PerTax server

Purchase Invoices

Keys

KeyName

KeyValue

Description of what is or does

BillAuthOn

1

Enforces supplier invoices to be submitted and authorized via the authorization model prior to posting.

BillAuthOn

0

Allows users to enter and post supplier invoices without having to submit and authorize them before posting.

UseInvoiceSuspense

1

Enforce the use of an Invoice Suspense nominal account when posting a purchase invoice.  Note: this will override the default expense nominal as set on the supplier record.

SupplierInvoiceDateWarning

1

The system should prompt user message to indicate that the date entered falls outside the current account period.

 

Secondary Authorisation

Keys

KeyName

KeyValue

Description of what is or does

SecondAuthApplyClientPartner

1

Absence of this key or a value other than 1 will result in the initial secondary authorisation model being applied.

BillWriteOffAuthorisationValue

500

Absolute loss amount to establish secondary billing authorisation

BillWriteOffAuthorisationPercent

30

Absolute loss percentage to establish secondary billing authorisation

 

CCH Reporter Professional

Keys

KeyName

KeyValue

Description of what is or does

CCH Reporter

Eg: MGIP-4OGB-0GKG-E77F

Key Value will be generated from a pin code generator.  The RegName from the Config table should be used as the basis for generating this pin.

VIZ Essentials

Keys

KeyName

KeyValue

Description of what is or does

AdvancedAssignments

 

1

 

Only a value is added if advanced assignment is required as part of Viz Essentials

AdvancedBilling

1

Only a value is added if advanced assignment is required as part of Viz Essentials (not really used currently)

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