|3564|Transaction Preferences|

  1. |3498|Contact Management|
  2. |3499|Clients|
  3. |3500|Projects|
  4. |3501|Campaigns|
  5. |3502|Estimates|
  6. |3503|Time Sheet|
  7. |3504|Expense Reports|
  8. |3505|Deliverables|
  9. |3506|Purchase Orders|
  10. |3507|Media|
  11. |3508|Client Invoices|
  12. |3509|Vendor Invoices|
  13. |16857|Daily Emails|
  14. |29330|Notification Options|

|20623|Global Settings|

|16858|Client Portal|

|16859|Client Invoice Options|

|16860|Vendor Invoice Options|

|16861|Project Numbering|

|3383|Sync|

|3386|Folders|

|3391|Calendar|

|43830|Welcome Email Message|

|3393|Conversations|

|27089|Modules|

|3456|Options|

|3398|Portal|

|31376|Client Default|

|3401|Project Defaults|

|31379|Estimate Defaults|

|3404|New Project Options|

|43832|Project File Options|

|35505|Labor Transfers|

|36646|Write-Offs|

|3411|Schedule Options|

@TimeZoneDescription
|40070|This date and time will override when projects are normally rescheduled. The time is set to the time zone of the company and it will to be set from 1 AM to 6 AM.|

|31755|Project Changes|

|3419|Numbering|

|19227|Project Requests|

|20628|Todos|

|32705|Labels for Key People|

|3427|Campaign Options|

|3419|Numbering|

|3429|Estimate Options|

|27923|If this is checked, rates on the estimates will not be changed, when copying projects|
|27924|If this is not checked, rates on the estimates will be changed based on the project's settings|

|3419|Numbering|

|40469|Email|

|31383|Time Sheet Options|

|41146|If a date is entered here, no time entries will be allowed before this date. If No Time Entries Before GL Close Date is also checked, it will not allow time entries earlier than whichever date is later, the GL Close Date or the date entered here.|
|27091|The department normally defaults from the service|
|41341|If set, overtime cost rates can be set for employees, and time entries can be specified as overtime.|

|3442|Timers|

|31389|Tracking Time Sheet Tardiness|

|24845|This option does not affect any of the daily notifications. It only tracks if time is tardy for reporting purposes.|

|3445|Expense Report Options|

|3419|Numbering|

|3449|Internal Review|

|38545|Send Options|
|16868|Use the pause option to stop the workflow after the completion of this step. This option will typically be used when you want to send your deliverables as a set. To continue processing the workflow you will have to manually re-start the process.|

|3456|Options|

|25468|Review Step Options|

|42691|File Type Options|

|3459|Client Review|

Send Options

|3460|Purchase Order Options|

|31009|If this is checked, the approver with the lowest limit greater than or equal to the order total will be chosen as the approver on the order|

|3464|Printing|

|28794|If this is checked, the payment details will be removed from the printed Purchase Order|
|27926|If this is checked, the Accepted By/Approved By labels will be removed after approval|
|28796|If this is checked, the Request for Quote status will be change to sent after the quote is printed|

|3419|Numbering|

|3456|Options|

|3464|Printing|

|3456|Options|

|3464|Printing|

|3478|Invoice Options|

|3484|Client Defaults|

|43701|Logo Position|

|3419|Numbering|

|27927|Invoice Email Options|

|27929|Anything entered above will default to the message box when mass emailing client invoices.|

|36397|Statement Email Options|

|36398|Anything entered above will default to the message box when emailing client statements.|

|43663|Credit Card Receipt Email Options|

|43665|Anything entered above will default to the message box when emailing credit card receipts.|

|3478|Invoice Options|

|19239|Credit Card Options|

|36797|Vendor Defaults|

|43571|Super Approver Process|

|19240|Emails Options|

(0-30) 0 days equals no expiration

|16857|Daily Emails|

|16878|This date and time determines when the daily email for missing time is sent. This email lists all people who did not enter their hours the prior day. Typically a manager would get this notification to see all the people that did not put their time in yet.|
|31391|This starting date and time determines when the daily/weekly email for overdue time sheets is sent. This email lists any time sheets that should have been submitted, but have not yet been sent out. Typically a manager would get this notification to see all the people who did not submit time sheets yet.|
|31392|Unsubmitted Time Sheet|
|31393|This starting date and time determines when the daily/weekly email for unsubmitted time sheets is sent. This email is a reminder to people that they need to submit their time sheet. It lists any time sheets the person was supposed to submit, but did not. Typically each employee that should submit time would get this notification.|
|35507|Overworked Update|
|35508|This date and time determines when the daily email for budget update is sent. This email lists all overbudget (in terms of total dollars) projects and overworked assignments. This will only work on projects with an approved budget or task assignments with allocated hours.|
|16886|Overdue Review/Approval|
|16887|This date and time determines when the daily email for overdue reviews and approvals is sent. This email lists all overdue billing worksheets and estimates with the names of the reviewers.|
|16889|This date and time determines when the daily email for the deliverable summary goes out. The deliverable summary includes information on the current status of all deliverables a person is managing.|
|16890|Task Reminder|
|16891|This will notify you when tasks you are assigned to are about to be due. This email goes out once a day.|
|41342|To Do Reminder|
|41343|This will notify you when to do's' you are assigned to are about to be due. This email goes out once a day.|
|40307|Items To Approve|
|40308|This will notify you when there are items to approve in your notification bell. This email goes out once a day.|

|36153|Approval/Reject Comments Options|

|36158|The Comments options are for Timesheets, Expense Reports, Purchase, Insertion and Broadcast Orders, Vendor Invoices, Credit Card Charges, Client Invoices, Estimates, Billing Worksheets|

|29330|Notification Options|

  1. {{:item.label}}
    {{if:item.option!=0}}{{else:}}
    |29331|Email Only|
    {{if:}}
    {{if:item.option!=1}}{{else:}}
    |29332|System Message Only|
    {{if:}}
    {{if:item.option!=2}}{{else:}}
    |29333|Both|
    {{if:}}
    {{:item.description}}
|29334|The system figures out who to send the system message based on the email address. It will only tie the message to the first person it finds with a matching email. So please make sure each person has a unique email address and do not reuse them on other people to make the system message function work correctly|

|40309|System Notification Messages|

@Label
@Label