TFS Main Program Preferences

-1

TFS Main Program > Settings > Client Folder Management

Enable client folder management?

Yes: Whenever a client or application is created, a folder for that client and/or application is created to store files in.
No (default): Folder management will be a manual process. The user decides where the files will be stored.

-2

TFS Main Program > Settings > Finance Applications

Application numbering method

Globally Unique (default): Each application number is unique.
Client Non-Unique: Each application number is unique within the client only (i.e., client number 13 may have application numbers 1, 2, 3, 4, etc. whilst client number 14 may also have application numbers 1, 2, 3, 4, etc.).
Client Unique: Each application number is unique because it includes the client number (i.e., 13-1, 13-2 where the Client Number precedes the Application Number).

-3

TFS Main Program > Appearance > Client

Show on sidebar - Overview?

Yes (default): The Overview sidebar will be displayed.
No: The Overview sidebar will not be displayed.

-4

TFS Main Program > Appearance > Client

Show on sidebar - CRM?

Yes (default): The CRM sidebar will be displayed.
No: The CRM sidebar will not be displayed.

-5

TFS Main Program > Appearance > Client

Show on sidebar - Services?

Yes (default): The Services sidebar will be displayed.
No: The Services sidebar will not be displayed.

-6

TFS Main Program > Appearance > Client

Show on sidebar - Contacts?

Yes (default): The Contacts sidebar will be displayed.
No: The Contacts sidebar will not be displayed.

-7

TFS Main Program > Appearance > Client

Show on sidebar - Address/Tel?

Yes (default): The Address/Tel sidebar will be displayed.
No: The Address/Tel sidebar will not be displayed.

-8

TFS Main Program > Appearance > Client

Show on sidebar - Trade Names?

Yes (default): The Trade Names sidebar will be displayed.
No: The Trade Names sidebar will not be displayed.

-9

TFS Main Program > Appearance > Client

Show on sidebar - Financials?

Yes (default): The Financials sidebar will be displayed.
No: The Financials sidebar will not be displayed.

-10

TFS Main Program > Appearance > Client

Show on sidebar - References?

Yes (default): The References sidebar will be displayed.
No: The References sidebar will not be displayed.

-11

TFS Main Program > Appearance > Client

Show on sidebar - Accounts?

Yes (default): The Accounts sidebar will be displayed.
No: The Accounts sidebar will not be displayed.

-12

TFS Main Program > Appearance > Client

Show on sidebar - Applications?

Yes (default): The Applications sidebar will be displayed.
No: The Applications sidebar will not be displayed.

-13

TFS Main Program > Appearance > Client

Show on sidebar - Quotes?

Yes (default): The Quotes sidebar will be displayed.
No: The Quotes sidebar will not be displayed.

-14

TFS Main Program > Appearance > Client

Show on sidebar - Notes?

Yes (default): The Notes sidebar will be displayed.
No: The Notes sidebar will not be displayed.

-15

TFS Main Program > Appearance > Contact

Show on sidebar - Overview?

Yes (default): The Overview sidebar will be displayed.
No: The Overview sidebar will not be displayed.

-16

TFS Main Program > Appearance > Contact

Show on sidebar - CRM?

Yes (default): The CRM sidebar will be displayed.
No: The CRM sidebar will not be displayed.

-17

TFS Main Program > Appearance > Contact

Show on sidebar - Services?

Yes (default): The Services sidebar will be displayed.
No: The Services sidebar will not be displayed.

-18

TFS Main Program > Appearance > Contact

Show on sidebar - Address/Tel?

Yes (default): The Address/Tel sidebar will be displayed.
No: The Address/Tel sidebar will not be displayed.

-19

TFS Main Program > Appearance > Contact

Show on sidebar - Employment?

Yes (default): The Employment sidebar will be displayed.
No: The Employment sidebar will not be displayed.

-20

TFS Main Program > Appearance > Contact

Show on sidebar - References?

Yes (default): The References sidebar will be displayed.
No: The References sidebar will not be displayed.

-21

TFS Main Program > Appearance > Contact

Show on sidebar - A&L?

Yes (default): The A&L sidebar will be displayed.
No: The A&L sidebar will not be displayed.

-22

TFS Main Program > Appearance > Contact

Show on sidebar - Accounts?

Yes (default): The Accounts sidebar will be displayed.
No: The Accounts sidebar will not be displayed.

-23

TFS Main Program > Appearance > Contact

Show on sidebar - Contacts?

Yes (default): The Contacts sidebar will be displayed.
No: The Contacts sidebar will not be displayed.

-24

TFS Main Program > Appearance > Application

Show on sidebar - Overview?

Yes (default): The Overview sidebar will be displayed.
No: tThe Overview sidebar will not be displayed.

-25

TFS Main Program > Appearance > Application

Show on sidebar - Work Flow?

Yes (default): The Work Flow sidebar will be displayed.
No: The Work Flow sidebar will not be displayed.

-26

TFS Main Program > Appearance > Application

Show on sidebar - Goods Details?

Yes (default): The Goods Details sidebar will be displayed.
No: The Goods Details sidebar will not be displayed.

-27

TFS Main Program > Appearance > Application

Show on sidebar - Services?

Yes (default): The Services sidebar will be displayed.
No: The Services sidebar will not be displayed.

-28

TFS Main Program > Appearance > Application

Show on sidebar - Financier?

Yes (default): The Financier sidebar will be displayed.
No: The Financier sidebar will not be displayed.

-29

TFS Main Program > Appearance > Application

Show on sidebar - Calculations?

Yes (default): The Calculations sidebar will be displayed.
No: The Calculations sidebar will not be displayed.

-30

TFS Main Program > Appearance > Application

Show on sidebar - Repayment?

Yes (default): The Repayment sidebar will be displayed.
No: The Repayment sidebar will not be displayed.

-31

TFS Main Program > Appearance > Application

Show on sidebar - Revenue?

Yes (default): The Revenue sidebar will be displayed.
No: The Revenue sidebar will not be displayed.

-32

TFS Main Program > Appearance > Application

Show on sidebar - Invoices?

Yes (default): The Invoices sidebar will be displayed.
No: The Invoices sidebar will not be displayed.

-33

TFS Main Program > Appearance > Application

Show on sidebar - Notes?

Yes (default): The Notes sidebar will be displayed.
No: The Notes sidebar will not be displayed.

-34

TFS Main Program > Appearance > Application

Show on sidebar - Trails?

Yes: The Trails sidebar will be displayed.
No (default): The Trails sidebar will not be displayed.

-35

TFS Main Program > Appearance > CRM

Show on sidebar - Comments?

Yes (default): The Comments sidebar will be displayed.
No: The Comments sidebar will not be displayed.

-36

TFS Main Program > Appearance > CRM

Show on sidebar - Alerts?

Yes (default): The Alerts sidebar will be displayed.
No: The Alerts sidebar will not be displayed.

-37

TFS Main Program > Appearance > CRM

Show on sidebar - Follow Up?

Yes (default): The Follow Up sidebar will be displayed.
No: The Follow Up sidebar will not be displayed.

-38

TFS Main Program > Appearance > Tools

Show on sidebar - Personal F/Up?

Yes (default): The Personal F/Up sidebar will be displayed.
No: The Personal F/Up sidebar will not be displayed.

-39

TFS Main Program > Appearance > Tools

Show on sidebar - WIP?

Yes (default): The WIP sidebar will be displayed.
No: The WIP sidebar will not be displayed.

-40

TFS Main Program > Appearance > CRM

Show on sidebar - Mail Merge?

Yes (default): The Mail Merge sidebar will be displayed.
No: The Mail Merge sidebar will not be displayed.

-41

TFS Main Program > Appearance > Tools

Show on sidebar - Calculator?

Yes (default): The Calculator sidebar will be displayed.
No: The Calculator sidebar will not be displayed.

-42

TFS Main Program > Appearance > Tools

Show on sidebar - Quotes?

Yes (default): The Quotes sidebar will be displayed.
No: The Quotes sidebar will not be displayed.

-43

TFS Main Program > Appearance > Client

Show on sidebar - Linked Files?

Yes (default): The Linked Files sidebar will be displayed.
No: The Linked Files sidebar will not be displayed.

-44

TFS Main Program > Appearance > Application

Show on sidebar - Linked Files?

Yes (default): The Linked Files sidebar will be displayed.
No: The Linked Files sidebar will not be displayed.

-45

TFS Main Program > Settings > Search

Enable most recently used list?

Yes (default): Displays the Recent tab on the Search dialog.
No: Disables the Recent tab on the Search dialog.

-66

TFS Main Program > Appearance > Application

Enable mortgage application work flow?

Yes: The Application Overview and Work Flow screens will display mortgage related dates (i.e., Mortgage Documents Ordered/Received) and different layouts. The Work Flow stages will also be different.
No (default): The Application Overview and Work Flow screens will not display mortgage related dates.
Note: If the Application Type is mortgage then the above screens will change to reflect the changes to mortgage for that individual application.

-67

TFS Main Program > Settings > Search

Show WIP tab in search dialog

Yes (default): Displays the WIP tab on the Search dialog.
No: Disables the WIP tab on the Search dialog.

-68

TFS Main Program > Settings > CRM

Regularly check for Follow Up?

Yes (default): TFS checks if there are any Follow Up items assigned to the user that are due.
No: TFS will not check for any Follow Up items assigned to the user that are due.

-69

TFS Main Program > Settings > CRM

Follow Up check interval (minutes)

If preference -68 (Regularly check for Follow Up?) is set to Yes, this preference determines how often (in minutes) TFS should check for Follow Ups.
1 (default): 1 minute.

-70

TFS Main Program > Settings > CRM

Default snooze interval

Sets the default snooze interval for Follow Up items.
1 Hour (default)

-71

TFS Main Program > Settings > Finance Applications

Default goods type

Sets the default item being financed.

• [Other]
• Motor Vehicle (default)
• Plant & Equipment
• Real Estate

-72

TFS Main Program > Settings > Finance Applications

Default application purpose

Sets the default application purpose.

-73

TFS Main Program > Appearance > Application

Custom application overview - Mortgage

Indicates which custom screens to use for the Application Overview and Work Flow screens for mortgage types of finance.
0 (default): TFS default screen.

-74

TFS Main Program > Appearance > Application

Custom application overview - Equipment

Indicates which custom screens to use for the Application Overview and Work Flow screens for equipment types of finance.
0 (default): TFS default screen.

-75

TFS Main Program > Appearance > Tools

Show on sidebar - Follow Up Due?

Yes (default): The Follow Up Due sidebar will be displayed.
No: The Follow Up Due sidebar will not be displayed.

-76

TFS Main Program > Appearance > Tools

Show on sidebar - Companies?

Yes (default): The Companies sidebar will be displayed.
No: The Companies sidebar will not be displayed.

-77

TFS Main Program > Appearance > Tools

Show on sidebar - People?

Yes (default): The People sidebar will be displayed.
No: The People sidebar will not be displayed.

-78

TFS Main Program > Settings

Double-Click to edit list items?

Yes (default): Double-clicking an item in a list will open that item in Edit mode.
No: Double-clicking an item in a list will open that item in View mode.

-79

TFS Main Program > Settings > Search

Company Screen - Include Clients/Prospects?

For the Tools > Companies screen: 
Yes (default): The default value of the Include Clients/Prospects field will be Yes.
No: The default value of the Include Clients/Prospects will be No.

-80

TFS Main Program > Settings > Search

Company Screen - Include Inactive Contacts?

For the Tools > Companies screen:
Yes: The default value of the Include Inactive? field will be Yes.
No (default): The default value of the Include Inactive? field will be No.

-81

TFS Main Program > Settings > Search

People Screen - Include Client Contacts?

For the Tools > People screen:
Yes (default): The default value of the Include Client Contacts? field will be Yes.
No: The default value of the Include Client Contacts? field will be No.

-82

TFS Main Program > Settings > Search

People Screen - Include Inactive Contacts

For the Tools > People screen:
Yes: The default value of the Include Inactive field will be Yes.
No (default): The default value of the Include Inactive field will be No.

-83

TFS Main Program > Settings > Finance Applications > Calculations

Show calculations alert?

Yes (default): If calculations require updating, a red alert bar is visible on the TFS Status Bar (at the bottom of the TFS window).
No: The calculations alert will be disabled.

-87

TFS Main Program > Settings > Finance Applications > Calculations

New application - Update calculation COGs?

Yes: After creating a new application, the COGs figures will be automatically brought forward into the calculations.
No (default): After creating a new application the COGs figures will not be automatically brought forward into the calculations.

-88

TFS Main Program > Settings > Finance Applications > Calculations

Synchronise calculation COGs from goods?

Yes: Changes made to COGs details will be reflected automatically in the calculations.
No (default): Changes made to COGs details will not be reflected automatically in the calculations.

-89

TFS Main Program > Appearance > Tools

Show on sidebar - Clients?

Yes (default): The Clients sidebar will be displayed.
No: The Clients sidebar will not be displayed.

-111

TFS Main Program > Settings > Finance Applications

Include on application - All Contacts? 

Yes (default): The default value of the Include On Application? field within the Contact dialog will be Yes.
No: The default value of the Include On Application? field within the Contact dialog will be No.

-112

TFS Main Program > Settings > Finance Applications

Include on application - Spouse?

Yes: The default value of the Include On Application? field within the Contact dialog when the Relationship field is Spouse will be Yes.
No (default): The default value of the Include On Application? field within the Contact dialog when the Relationship field is Spouse will be Yes.

-113

TFS Main Program > Settings > Finance Applications

COGs entry point?

Concerns the editing of a goods item or COGs (Cost of Goods) in a dialog or form (i.e., New Application > Goods Details tab; Calculations; Quick Calculator; Application > Goods Details).
Total: The Total field will be editable by default.
Net (default): The Total field will not be editable by default.

-114

TFS Main Program > Appearance

Show sidebar?

Yes (default): The sidebar will be displayed.
No: The sidebar will not be displayed.

-115

TFS Main Program > Settings > CRM

Show Alerts?

Yes (default): When changing to a client who has an alert due, the Alert dialog will be displayed automatically.
No: When changing to a client who has an alert due, the Alert dialog will not be displayed automatically.

-136

TFS Main Program > Settings > Client Folder Management

Folder naming format

If preference -1 (Enable client folder management) is set to Yes: 
Number - Name (default): Folder name will be in the format Client Number - Report/Search Name (i.e., 19 - Mr Andy Franck; 27 - Mrs Sarah Anne Gables).
Name Only: Folder name will be in the format Report/Search Name (i.e., Mr Andy Franck; Mrs Sarah Anne Gables).
Name (Number): Folder name will be in the format Report/Search Name (Client Number) (i.e., Mr Andy Franck (19); Mrs Sarah Anne Gables (27)).

-138

TFS Main Program > Settings > Finance Applications > Calculations

New application - Edit calculations after creation?

Yes: After creating a new application, the user is taken to the calculations screen in Edit mode.
No (default): After creating a new application, the user is taken to the calculations screen in View mode.

-139

TFS Main Program > Appearance > Tools

Show on sidebar - Batch Revenue Split?

Yes (default): The Batch Revenue Split sidebar will be displayed.
No: The Batch Revenue Split sidebar will not be displayed.

-140

TFS Main Program > Settings > Finance Applications > Calculations

Luxury - Claimable GST

Sets the Claimable GST amount for luxury goods.
$5,182.64 (default): This is the maximum amount of GST that can be claimed back on a luxury item.

-141

TFS Main Program > Settings > Finance Applications > Calculations

Amortisation schedule - Hide Brokerage?

Yes (default): Hides the brokerage amount.
No: Displays the brokerage amount.

-144

TFS Main Program > Settings > Email

SMTP Server

Is the mail server name (i.e., server01).  

-145

TFS Main Program > Settings > Email

SMTP User Name

User name for access to the mail server. 

-146

TFS Main Program > Settings > Email

SMTP Password

Password for access to the mail server.

-147

TFS Main Program > Settings > Email

Email Method

MAPI (default): Uses Microsoft Outlook.
SMTP: Uses mail server.

-148

TFS Main Program > Settings > Import/Export

'Forty Two' Destination Email Address

xmlimport@www.ecm7.com (default): The address to email the marketing file to.

-149

TFS Main Program > Settings > Import/Export

'Forty Two' Export XML file name

marketing.xml (default): the marketing file name.

-150

TFS Main Program > Settings > Import/Export

'Forty Two' Export XML file location

c:\temp\ (default): the path to create the file in.

-151

TFS Main Program > Settings > Email

SMTP security required?

Yes: SMTP requires a user name and password.
No (default): SMTP does not require a user name and password.

-152

TFS Main Program > Settings > Email

SMTP sender email address

When you use SMTP, this field lists who the email is from.

-155

TFS Main Program > Settings > Finance Applications

Enable application summary notes?

Yes: An Application Summary notes is added above the Application Notes/Purpose on the Application Notes screen. Some clients use these summary notes in their reports.
No (default): The Application Notes screen only displays the Application Notes/Purpose field.

-156

TFS Main Program > Settings > Finance Applications

Copy application - Copy Linked Files?

Yes: When an application is copied, selecting Yes indicates that the application's linked file records will also be copied.
No (default): When an application is copied, selecting No indicates that the application's linked file records will not be copied.

-157

TFS Main Program > Settings > Finance Applications > Calculations

Luxury - Tax Threshold

Sets the tax threshold for luxury goods.
$57,009.00 (default): If the total dollar value of a motor vehicle goods item is greater than this preference, it is a luxury item.

-158

TFS Main Program > Settings > Finance Applications > Calculations

Luxury - Match special input payback to claimable GST?

Yes (default): The special input payback field will equal the value of preference -140 (Luxury - Claimable GST).
No: The special input payback field will equal the GST value on the COGs.

-159

TFS Main Program > Appearance

Context Bar Style

Style 1 (TFS Default) (default): Adds Type and Stage information to the Context Bar.
Style 2: Adds Location and Structure information to the Context Bar.

-160

TFS Main Program > Appearance > CRM

Row height - Comments

2 (default): The number of lines one row will use to show a comment.

-161

TFS Main Program > Appearance > CRM

Row height - Alerts

2 (default): The number of lines one row will use to show an alert.

-162

TFS Main Program > Appearance > CRM

Row height - Follow Up

2 (default): The number of lines one row will use to show a follow up.

-163

TFS Main Program > Appearance > CRM

Row height - Mail Merge

1 (default): The number of lines one row will use to show a mail merge record.

-165

TFS Main Program > Settings > Finance Applications > Calculations

Enable Revenue Splits?

Yes (default): On the Revenue dialog, the Splits tab can be used and accessed (i.e., is visible).
No: On the Revenue dialog, the Splits tab is hidden. Administrators can still create Revenue Split templates in the TFS Administration Tool.

-166

TFS Main Program > Settings > Finance Applications > Calculations

Enable Calculations?

Yes (default): TFS controls the calculating of repayments, revenue, etc.
No: TFS does not control the calculating of repayments, revenue, etc. The user has total control over the figures entered.

-168

TFS Main Program > Settings > Finance Applications

New application - Create Clawback revenue?

Yes: A Clawback revenue item will be created when an application is created.
No (default): A Clawback revenue item will not be created when an application is created.

-169

TFS Main Program > Settings > Client Folder Management

Grouping Format

Determines how the client folders are grouped.
(No Grouping) (default): All client folders will be created in the default client files location as specified in the TFS configuration (i.e.,
[tfs folder]\ClientFiles\
Alphabetical: All client folders will be grouped alphabetically based on the Report/Search Name. If the client name begins with a number, they will be stored under a 0-9 folder. If the client name begins with another character, they will be stored under an [Other] folder.
Numeric: All client folders will be grouped into number ranges based on the client number.

-170

TFS Main Program > Settings > Client Folder Management

Maximum clients per folder (Numeric grouping)

If preference -169 (Grouping Format) is set to Numeric: 
250 (default): Client folders will be stored in under a 0-250 folder. Clients whose numbers are above 250 will be stored under a 251-500 folder and so on.

-171

TFS Main Program > Settings

Hide Quote Criteria Dialog

Yes: The Select Quote Criteria dialog is not displayed when previewing/printing a quote report. Generally, selecting Yes is for those clients with custom reports.
No (default): The Select Quote Criteria dialog is displayed when previewing/printing a quote report.

-172

TFS Main Program > Settings > Search

Search Field Behaviour

Search on Key Press (default): Will highlight a list item as you type into the text field.
Search on Lost Focus: Will highlight a list item only when you click off a field.

-178

TFS Main Program > Settings > CRM

Comments Default for 'Make Public'?

Yes (default): Make Public? will be set to Yes by default.
No: Make Public? will be set to no by default.

-183

TFS Main Program > Settings > Finance Applications > Calculations

Luxury - Car Tax Rate %

Rate used to calculate tax on a luxury car. A luxury car is a car whose value is above the luxury car tax threshold (see preference -157).
Default: 
33.00

-184

TFS Main Program > Settings > Clients

Default - Client Type

Sets the default client type for a new client creation.
Example: Individual, Partnership, Corporation Seal, etc.
Default: 
Individual

-185

TFS Main Program > Settings > Clients

Default - Structure

Sets the default structure for a new client creation.
Example: Individual, Private Company, Public Company, etc.
Default: 
Private Company

-202

TFS Main Program > Settings > Finance Applications > Calculations

Default - Term

Sets the default term (in months) for finance applications.
Example: 24, 48, etc.
Default: 
24

-203

TFS Main Program > Settings > Reports

Quote - Show Deposit?

Yes: Deposit amount is shown in quote reports.
No (default): Deposit amount is not shown in quote reports.

-204

TFS Main Program > Settings > Reports

Quote - Show Residual?

Yes: Residual amount is shown in quote reports.
No (default): Residual amount is not shown in quote reports.

-205

TFS Main Program > Settings > Reports

Quote - Show Fees?

Yes: Fee amount is shown in quote reports.
No (default): Fee amount is not shown in quote reports.

-206

TFS Main Program > Settings > Reports

Quote - Show Brokerage?

Yes: Brokerage amount is shown in quote reports.
No (default): Brokerage amount is not shown in quote reports.

-207

TFS Main Program > Settings > Reports

Quote - Show Total Amount Financed?

Yes: Total amount financed is shown in quote reports.
No (default): Total amount financed is not shown in quote reports.

-208

TFS Main Program > Settings > Reports

Quote - Show Wholesale Rate?

Yes: Wholesale rate is shown in quote reports.
No (default): Wholesale rate amount is not shown in quote reports.

-209

TFS Main Program > Settings > Reports

Quote - Show Effective Rate?

Yes: Effective rate is shown in quote reports.
No (default): Effective rate is not shown in quote reports.

-210

TFS Main Program > Settings > Reports

Quote - Show Notes?

Yes: Notes are shown in quote reports.
No (default): Notes are not shown in quote reports.

-211

TFS Main Program > Settings > Finance Applications

Copy application - Show prompt to use residual as total financed?

Yes (default): A confirmation prompt is displayed when an application is copied.
No: A confirmation prompt is not displayed when an application is copied.

-212

TFS Main Program > Settings > Reports

Amortisation Schedule - Show Balance?

Yes (default): Balance amount is shown on the amortisation schedule.
No: Balance amount is not shown on the amortisation schedule.

-213

TFS Main Program > Settings > Reports

Amortisation Schedule - Show Actuarial?

Yes (default): Actuarial is shown on the amortisation schedule.
No: Actuarial is not shown on the amortisation schedule.

-214

TFS Main Program > Settings > Reports

Amortisation Schedule - Show Rule of 78?

Yes (default): Rule of 78 is shown on the amortisation schedule.
No: Rule of 78 is not shown on the amortisation schedule.

-215

TFS Main Program > Settings

Hide Amortisation Schedule Criteria Dialog?

Yes: The Amortisation Schedule Criteria dialog is hidden from the user.
No (default): The Amortisation Schedule Criteria dialog is available to the user.

-216

TFS Main Program > Settings > Finance Applications > Calculations

Synchronise - goods asset from calculations?

Yes (default): Changes made to calculations will be reflected automatically in the goods.
No: Changes made to calculations will not be reflected automatically in the goods.

-217

TFS Main Program > Settings > Client Folder Management

Custom path for client folder creation

This preference default value is maintained the Configuration dialog of TFS. To modify the custom path, select the menu option: Help > Configuration

-218

TFS Main Program > Settings > Reports

Report Database Field/Formula Validation?

Default: 
Yes
Note: If yes, then report fields and formulas are validated against the database before the report is run.

-219

TFS Main Program > Settings

Website - Default Online Map

Default: 

-220

TFS Main Program > Settings > Reports

SmartLodge - Default Report Format

Sets the default report format.
Example: Word, PDF.

-221

TFS Main Program > Settings > Finance Applications > Calculations

Account Fee - $0 Manual Entry Repayment

Custom repayment account fee.
If a manual repayment of $0 is entered for a repayment period, this preference determines if an account fee is applied on top of the $0 entry.
Options: 
Accumulate And Apply To Next Repayment
Apply To Repayment

-222

TFS Main Program > Settings > Finance Applications > Calculations

Account Fee - $1+ Manual Entry Repayment

Custom repayment account fee.
If a manual repayment of $1 or more is entered for a repayment period, this preference determines if an account fee is applied on top of the entry.
Options: 
Accumulate And Apply To Next Repayment
Apply To Repayment

-223

TFS Main Program > Appearance > Application

Label - (Application Work Flow) Letter Sent

-224

TFS Main Program > Settings > Finance Applications > Goods Details

Default - Depreciation Method

Ability to modify the default depreciation method.
Options: 

• Prime Cost (default)
• Diminishing Value
• [Not Applicable]

-237

If set to Yes then when a new client is created  and client folder management is enabled it will use the Client Subfolder Structure to create the directory structure for the client folder

The directory path to the top-level directory for the Client e.g.

G:\TheFinanceShop\[TFS Template]\Client

Choose between 

Amt Financed Excluding Brokerage
Amt Financed Excluding Brokerage and Fin Fees.