Setting Required Fields (User Control Settings – Form Pages)

Table of Contents

From Administration >> Settings >> User Control Settings you can control the column widths and required fields in many of the common data entry screens.

This option is only available to administrative users,
and the changes made will determine the required fields for all users.

Setting Required Fields

From Administration >> Settings >> User Control Settings choose Form Pages, and select the page name to edit.

You can edit the required fields in the example below for Client Details.

Here, you can set up the fields that are required to be filled in.

Click on the edit button on the left of the field name, tick the ‘Required’ box and click the save button.

In the above example, the ‘Client Owner’ , ‘Creation Date’ and ‘Office’ fields have been set up as required fields. This means that these fields must be filled in before saving the contact details.

A red asterisk sign (*) near the field name will help you to identify a required field.

A warning message will appear if the contact details are saved without entering a required field.

The below page has all the required fields filled in.

User Control Settings: Client Details

The Client details page is the starting point for all client, project and invoice details. It is accessible from Clients, Contacts & Jobs >> Add Client or Contact, or from Search People by clicking on a client name.

You can view a glossary of all available fields in the Client Details screen here.

The Client Details page includes required options for

Comment
Client Owner
Client Owner 2
Client Type
Client Rating
Creation Date
Abbreviation
Office

Understanding the data

Abbreviation

Client Abbreviation can be used as short form of text for the Client Name. It’s used in the timesheet screen in the “Details” drop down for faster entry for the user. The abbreviation is also used in some reports where space is at a premium.

User Control Settings: Client Invoice Defaults

From Clients, Contacts & Jobs >> Add Client or Contact, or from Search People by clicking on a client name >> click on the Invoice Defaults tab on the left to go into Client Invoice Defaults page.

You can view a glossary of all available fields in the Client Invoice Defaults screen here.

The Client Invoice Defaults page includes required options for

Invoice Alternate Name
Invoice Recipient
Invoice Recipient Role
Invoice Recipient Email
Postal Line 1
Postal Line 2
Postal Line 3
Postal Line 4
Postal Line 5
Post Code
Default Purchase Order
Invoice Terms
Due Date Calculation
Day/s
Client Tax Number
Billing Comment
Contact No
Website

User Control Settings: Invoice

From Invoices >> Load Invoices >> click on an invoice number to go into the Invoice Management page for that invoice.

See more about getting ready for invoicing here.

The Invoice page includes required options for

Reference
Heading Line
Invoice Terms
Invoice Contact Text
Comment
Progress Claim No
Purchase Order No
Addnl Text 1 (Additional Reference 1)
Addnl Text 2 (Additional Reference 2)
Addnl Text 3 (Additional Reference 3)
Client Tax Number
Due Date
Name On Invoice
Address 1
Address 2
Address 3
Address 4
Address 5
Post Code
Recipient
Recipient Role
Email Address
Phone No
Additional Fee
Website

User Control Settings: Invoice Line Edit

From Invoices >> Load Invoices >> click on the relevant ‘Invoice No’ to go into the ‘Invoice Management’ screen >> then go to ‘Invoice Lines, Narratives and Amounts’ section >> click on the pencil edit button in the ‘Invoice Line Details’ table to edit any invoice line in the ‘Create/Edit Invoice Line’ box.

Learn about default invoice narrations here.

The Invoice Line Edit page includes required options for

Narration Prefix
Category
Base Narrative On
Narration

User Control Settings: Job Billing Details

From Clients, Contacts & Jobs >> Search Clients and Jobs >> click on a Job Code to go into the Job Details page for that job >> click on the Job Billing Details tab on the left to go into the Job Billing Details screen.

The Job Billing Details page includes required options for

Purchase Order No.
Contact Job No.
Fee
Quote?
Quote Description
Pre-Payment Amount
Pre-Payment Amount Paid
Work Value
Timesheet Warning Threshold
Percentage Margin on Disbursements
Generate Progress Claim No
Company Name
Bill Recipient
Bill Recipient Role
E-mail
Billing Address 1
Billing Address 2
Billing Address 3
Billing Address 4
Billing Address 5
Post Code
Invoice Terms
Due Date Calculations
Day/s
Billing Comment
Contact Number (Billing Address Contact No)
Job Probability

User Control Settings: Job Details

From Clients, Contacts & Jobs >> Search Clients and Jobs >> click on a Job Code to go into the Job Details page for that job.

You can view a glossary of all available fields in the Job Details screen here.

The Job Details page includes required options for

Job Code
Proposal Number
Current
Billable
At Work
Job Description
Other Details
Confirmed Date
Job Status
Job Type
Comments
Expected Start
Expected Completion
Task Required
Work Item Required
Comment Required
Job Owner 1
Job Owner 2
Office
Team
Work Source
Work Source Detail
Referred From
Department
Next Milestone Date
Next Milestone
Address 1
Address 2
Select Job Folder
City
State/Region
Country
PostCode
Scope
Job Address Latitude
Job Address Longitude
Creation Date
File Path
Actual Completion

User Control Settings: Planned Work Item

From Clients, Contacts & Jobs >> Search Clients and Jobs >> click on a Job Code to go into the Job Details page for that job >> click on the Work Items tab on the left >> now click through the Work Item number in the grid to go into the Work Item Details page.

Learn about Using Work Items to Track Deliverables and Quality Assurance Standards here.

The Planned Work Item page includes required options for

Task
Work Item Group
Date Completed
Classifier 1
Classifier 2
Current Comment
Solution
Payment Details
Payment Status

User Control Settings: Purchase Order

From Time & Disbursements >> click on Subconsultants Purchase Orders to go into the Subconsultants Purchase Order Management screen >> click through a Purchase Order No. in the grid to go into the Purchase Order screen.

Learn about Creating a Purchase Order here.