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Last modified on 7/17/2020 7:50 PM by User.

Tags:
countires, country, getting, started, source, configure, Email, language, Number, last, Status, translate, parameters, signature, Absence, currency, matter, sector, rates, set-up, currencies, Exchange, payment, subject, SMS Reminder, SMS, MOT, Template, Bank Account

Insight Lookup Lists

  •  Countries that you transact in. (System Parameter Code 10046). Don't forget to set one as a DEFAULT in the Sub ID Column

These are the 3 character ISO Country Codes

eg.

  • Currencies that you transact in. (System Parameter Code 10047). Don't forget to set one as a DEFAULT in the Sub ID Column

eg.

  •  Exchange rates for each currency using the Tools -> Exchange Rates screen

eg.

 

  • The languages that you transact in. (System Parameter Code 10048). Don't forget to set one as a DEFAULT in the Sub ID Column

eg.

  • Set your Client Sector & Sub Sector List. This will be useful for segmentation and reporting. (System Parameter Code 10004 & 10005)

eg.

 

  • Client recruitment sources. This will be useful for reporting. (System Parameter Code 10007)

eg.

  • Last Invoice Number, Credit Note, Job, Quotation, Expense, Cheque and Purchase Order numbers used. Insight will start generating from these number + 1 (System Parameter Code 10008,10009,10010,10011,10017,25 and 10049)

eg.

  • Translate::Subject Matters for reporting purposes (System Parameter Code 10012) -

eg.

  • Translate::Document Types  for reporting purposes (System Parameter Code 10013)

  • Incomes Sources (System Parameter Code 10015)

The ID column must be unique and in normal use, is automatically generated by the system.

The SubID column can be set to EXCLVAT if you want to exclude this income Type from the VAT Returns outputs.

Unlike the Cost Centres Type 16 records, the Text Block Column does not need to specify which section of the Profit & Loss this cost centre should be accounted in as this is done automatically for all income types. These appear automatically in PLSECTION1.  See Profit and Loss Account

  •  Cost Centres (System Parameter Code 10016)

The ID column must be unique and in normal use, is automatically generated by the system.

The SubID column can be set to EXCLVAT if you want to exclude this cost centre from the VAT Returns outputs.

The Text Block Column specifies which section of the Profit & Loss this cost centre should be accounted in.  See Profit and Loss Account

 

 

  • VAT Period Dates  (System Parameter Code 18)

 

  • Job Type List (System Parameter Code 10021)

 

  • Job Status Descriptions (System Parameter Code 10023)

 

  • Expense Departments (System Parameter Code 10024)

  • Next Cheque Number (System Parameter Code 10025)

  • Last Income Number (System Parameter Code 10026)

 

  • EPOS (System Parameter Code 10027)

  • Cost Analysis Depts (System Parameter Code 10028)

  • Person Sub Types (System Parameter Code 10029)

 

  • Vehicle Types (System Parameter Code 10030)

 

  • Vehicle Status (System Parameter 10031)

 

  • Vehicle Purchase Type (System Parameter 10032)

  • Insurance Policy Type (System Parameter 10033)

  • Training Type (System Parameter 10034)

  • Job Spec List (System Parameter 10035)

The ID column must be a unique number used by the system in the background to identify the item

The SubID column is used for the specification Area. Eg. Flooring

The Text Value column is used for the Item description. Eg. Vacuum all carpeted areas

The Integer value column is used for the sequence to help order the list when displaying and printing

The Text Block column is used to define if this is a standard item and it's frequency. It is automatically selected for a new item added to the quotation (eg. Reception Area, Kitchen)

 

  •  Product Category (System Parameter 10036)

The Text Block  field is used to specify the default quantity for a product type. This can be one of the following values

DefaultQuantity=Area;

DefaultQuantity=ExactArea;

DefaultQuantity=Perimeter;

The  Sub ID column is used to specify the VAT rate to set when manually adding a product to an invoice for the selected category. The possible values are

Reduced

Standard

Zero

EC Zero Rated

Exempt

 

  • Product Sub Category (System Parameter 10037)

The Sub ID should be set to the ID of the parent Product Category. This will help categorise the Products more meaningfully 

  • Equipment Types (System Parameter 10038)

 

  • Equipment Status (System Parameter 10039)

  • Equipment Purchase Type (System Parameter 10040)

 

  • Customer Service Types (System Parameter 10041)

You can limit which type of Customer Service records are visible to user by setting the "Integer Value" column to the minimum Access Level of the User to see these type of Customer Service requests (Unless directly allocated to them).

Eg. In the example below, Only users with access level 8 (admin users) can see Query and Chasing Payment Types

 

  • Customer Service Sub Types (System Parameter 10042)

 

  • Customer Service Status (System Parameter 10043)

  • Reclaiming Fuel (System Parameter 10044)

 

  • Profit And Loss ( System Parameter 10045)

  • Last Purchase Order Number (System Parameter 10049)

 

  • Branches (System Parameter 10050)

        The first entry must always be ID = 0 and Text Value = "All Branches"

        If you only have 1 branch, please set this up as ID = 1.

  • Title List (System Parameter 10051)

 

  • VAT Scheme (System Parameter 10052)

This setting is maintained by the VAT Settings function and should not be changed manually

  • Balance sheet User Entries (System Parameter 10053)

 

  • Marital Status List (System Parameter 10054)

NB: 9=Unknown

 

  • Absence Types (System Parameter 10055)

The ID must be a single character only. The Description in in the Text Value column (eg. Paid Holiday), and the Text Block column is used to indicate if this absence types is treated as Paid or Unpaid

 

  • Common Invoice / Job Section Names 10056

This list is used to populate the list of common job / invoice section names. (e.g Room Names) on the Invoice Details Form

 

 

  • Product Categories to include in Cutting Sheet Report 10057

A maximum of 5 product categories can be specified to include in the Cutting sheet report

  • Absence Request Status 10058

Used when reviewing and processing absence requests 

  

  • Building Types 10059

  • Rent Frequency 10060

  • Furnished Status 10061

  • Insurance Types 10062

  • Ethnicity Types 10063

Used on the Staff Database  

 

Property Status 10064

10065

10066

Tenancy Type 10067

Tenancy Status 10068

Room Type 10069

Last Wages Import Batch Number 10070

Employee Portal Details 10071

Weekly Summary Column Headings 10073

Reasons for Leaving 10074

Discount Group 10075

ITS Details 10076

Organisation User Field Labels 10077

Last Pay Rates Update Batch Number 10078

3POS Details 10079

Not Restocking Reasons 10080

HMRC MTD Details - 10081

SMS Message Templates 10082

You can control the settings for each type of Reminder (Eg. MOTReminder)

ID = Reminder ID . Eg. MOTReminder

SubID =  Type (Eg. SYSTEM, CLIENT, STAFF, SUPPLIER)

Integer Value = For Type SYSTEM and ID of MOTReminder, the number of days before the events date for the first SMS Reminder 

Real Value = For Type SYSTEM and ID of MOTReminder, the number of days before the events date for the second SMS Reminder 

Text Block = SMS template.

For Type SYSTEM, you can use the following data fields 

{Make}

{Model}

{VRN}

{EventDate}

E.g 

The MOT on your {Make} {Model} {VRN} expires on {EventDate}. Book a test at http://www.derbydatabases.com
 

 

Last Receipt Import Batch Number 10083

Column Integer Value = Import Batch Number

Bank Account List 10084

Column ID = Bank Account ID 

Column Text Value = Bank Account Name

Column Integer Value = Bank Account Number