Company Screen Help

Generic Help:

COMPANY SCREEN:

Enables the update of company details as well as the configuration of application wide settings

COMPANY DETAILS:

Company Name:
Enter Company Name.

ACN:
Enter Australian Company Number.

ABN:
Enter Australian Business Number.

TFN:
Enter Tax File Number (TFN).

CONTACT DETAILS

Main Phone Number:

Enter the Main Phone Number.

Support Phone Number:

Enter the phone number for Support

Fax Number:

Enter your Fax Number.

SMS:

Enter the number for any SMS messages to be received on.

Email:

Enter the business default Email Address.

Clicking on the SEND button will open up a new mail message with the email address in the TO field.

URL:

Enter the URL or Website address for the business.

Clicking on the SHOW button will open your browser and take you to this URL.

LOCATION

Address 1:

Enter the first Street Address line

Address 2:

Enter the second Street Address line if there is one.

Suburb:

Enter the Street Address Suburb.

Postcode:

Enter the Street Address Post Code.

State:

Enter the Street Address State in abbreviated form.

Country:

Enter the Street Address Country.

Diff. Postal Address (CHECKBOX):

If the Postal Address is different from the Street Address entered above click in the checkbox so there is a tick in it.

If selected additional fields will appear for entering the Postal Address.

Address 1:

Enter the first Postal Address line.

Address 2:

Enter the second Postal Address line if there is one.

Suburb:

Enter the Postal Address Suburb.

Postcode:

Enter the Postal Address Post Code.

State:

Enter the Postal Address State in abbreviated form.

Country:

Enter the Postal Address Country.

ENFORCE PASSWORD RULES

Enforce Password Rules (CHECKBOX) (recommended):
If selected, the password rule configuration options will appear and from then on, once saved, all passwords (for both clients and employees) entered will be forced to abide to the rules specified (this includes any client or employee update).

Case Sensitive (CHECKBOX):

If selected, login will only be granted if the password provided by the user matches the case of the password stored. For example, if the password stored in the database is "Test" and the user provides "test" in the login screen, access will not be granted. But if "Case Sensitive" were not selected access would be granted.

Minimum Length:

Specifies how many characters the password needs to be at a minimum (inclusive).

Contains at least 1 number (CHECKBOX):

If selected, the password must contain at least one numeric character. 0,1,2,3,4,5,6,7,8,9 are valid numeric characters.

Contains at least 1 character (CHECKBOX):

At least one letter between "A" and "Z" or "a" and "z" must be provided.

Contains at least 1 uppercase character (CHECKBOX):

Only useful if "Case Sensitive" option is selected. Passwords must contain at least one uppercase character.

Forbid common words:

DBIZ stores a common word list which can be checked against. If this option is selected any attempt to set a password which matches a word in the common list will fail. It matches on the entire word (no partial match) and can be added to if need be (must contact GMG Software).

BANK DETAILS (take these from a Bank Statement not a Debit Card)

BSB:

Enter the Bank State Branch number for your main bank account.

Bank Name:

Enter the name of your bank for your main bank account.

Account Number:

Enter the Account number for your main bank account.

Account Name:

Enter the Account name for your main bank account.

SITE CONFIGURATION

Company Owner ID:

Can only be added once the Company Owner has been entered in Employees

Click on … button

Click on SEARCH

Click on Company Owners ID Number

Max. Login Tries:
Number of failed logins before an account is locked out.
To reset an employee account go to the "Employee" screen and change the password.
To reset a client account, the client has the option to be mailed a new password in the Customer Login screen .

Session Timeout(Minutes):

Enter the number of minutes before an inactive session can be timed out, eg “60”

Automate User:
User that will appear against unattended tasks such as online purchases.

Online Store:
Store that online purchases will appear against.
If not provided will default to store of Auto User for online purchases.

Online Charge:
Additional charge for every online purchase. Must first create a Stock Item which will indicate the name of the charge to appear on the invoice and the amount. This is not a mandatory field.

Date Format:
Date Format to use throughout the application.

Currency Format:
Currency Format to use throughout the application.
In the format pattern, the following characters are supported "."; ","; "#","%","0", and the Unicode per-mille character (#x2030). The "#" character is used to describe integers. The "." and "," characters are used to describe the location and type of punctuation. The "0" character is used to place a 0 before and after the "." character when the position would otherwise show no numeral, such as 00.3 or 3.00. When truncating digits to the right of the decimal points, the number is rounded. The number to the left of the decimal point is never truncated. The input value and format pattern string must both be present or an error will be thrown. If the input value cannot be coerced to a number by using the rules you have entered, the interface will return NaN. If the format pattern string is not a valid pattern string, the interface will return the number as it appears in the database.