Configuration Keys (CCH Practice Management)
Billing
Keys
KeyName |
KeyValue |
Description of what is or does |
BillingAllocation |
FIFO |
Add this key if the client wants to default to FIFO. If the client wants both FIFO and Pro Rata then do not add. |
BillingAllocation |
Prorata |
If the client wants to default to Pro Rata then add this key. If the client wants both FIFO and Pro Rata then do not add. |
BillingDefaultFont |
Arial |
Default Billing Font (case sensitive) |
BillingDefaultFontSize |
12 |
Default Billing Font Size |
DisableFIFOBilling |
1 |
Hard coded Pro Rata |
DisableFIFOBilling |
0 |
Hard coded FIFO |
EnableFIFOBilling |
1 |
Either Pro Rata or FIFO billing can be used depending on whether pro-rate box is ticked |
DisableMultiCompanyBilling |
1 |
This will default the client company value (held in the contact table) in the Company field on the Billing Wizard and will not allow the user to change the value or to browse to the available company entries |
DisableMultiCompanyBilling |
0 |
This will leave the Company field blank on the Billing Wizard and the wizard will not allow the user to proceed without browsing for an appropriate company value |
MatchBillToAssignmentCompany |
1 |
If it is set for true the user can not choose the company through which they would like to bill the client for the assignment. The company will default to the company set up for the ????????? |
Requestforpaymentdefault |
1 |
This will tick the RFP checkbox on the Billing screens by default. |
Requestforpaymentdefault |
0 |
This will Untick the RFP checkbox on the Billing screens and default bills to be invoice transactions |
UnspecBillingEmployee |
1 |
Misc charges and Estimates to Complete invoices will go against unspec employee |
UnspecBillingEmployee |
0 |
Misc charges and Estimates to Complete invoices will go against employee who created the bill |
Cash Posting Ledger
Keys
KeyName |
KeyValue |
Description of what is or does |
Cash Allocation Date
|
1
|
System will use the latest of either the bill or cash dates as the allocation date. If the date of this later transaction falls within a closed tax period, then the allocation date will default to the current system date. |
CTI Application
Keys
KeyName |
KeyValue |
CTI_SingleViewClientKey |
Client |
CTI_SingleViewContactKey |
Cont |
CTI_SingleViewURL |
http://w2k3ad01/Singleview/contacts/...actdetails.asp. This is the default page that will open through the CTI system. |
Document Creation Settings
Keys
KeyName |
KeyValue |
Description of what is or does |
DocumentCreationAssignment |
[AC]\[AN]\[AD] |
A valid set of document creation codes. See How to define Document Creation Settings. |
DocumentCreationBillingStartupPath |
C:\data\Services\Accounts |
The initial path for all billing documents. See How to define Document Creation Settings. |
DocumentCreationClient |
TM]\[DD-MMMyy]\[CC-1] \[CC]\[CB]-[PP] |
A valid set of document creation codes. See How to define Document Creation Settings. |
DocumentCreationContact |
[TM]\[DD-MMMyy]\[LN-1] \[LN]\[Filename]
|
A valid set of document creation codes. See How to define Document Creation Settings. |
DocumentCreationStartUpPath |
C:\VPMDOCS |
The initial path for all general documents. See How to define Document Creation Settings. |
DocumentCreationTemplatesPath |
C:\Program Files\Microsoft Office\Templates\*.dot |
The path to look for templates for document creation. See How to define Document Creation Settings. |
DocumentCreationWordBilling |
[CC-1][CC-2]\[CC-3]\[CC] |
A valid set of document creation codes. See How to define Document Creation Settings. |
MailingFormalName |
[FN-1/1][LN][Esq] |
Additional algorithm to be used in preference to the standard if the contact is a male. |
MailingInitials |
FN-1/1][LN][Esq] |
Additional algorithm to be used in preference to the standard if the contact is a male. |
rMailingName |
PR][FN-1/1][MN-1/1][LN] |
Prefix, First Name, Middle Name and Last Name formats |
MailingNameSeparator |
[.] |
This key determines the character that is used as the name or initial separator. This most commonly used will be a full-stop or space. |
MailingSalutation |
[FN] |
Basis on which contact's salutation is created from the available contact name fields. |
WordBillingPath |
C:\IT Folder\VPM files\Bills\ |
No longer valid. See How to define Document Creation Settings. |
Counter Character |
a |
Document Creation Counter Character. |
Document Creation
The path to save files consists of the DocumentCreationStartUpPath and any of the DocumentCreationAssignment / DocumentCreationClient / DocumentCreationContact values. The DocumentCreationStartUpPath should not have a trailing backslash. The DocumentCreationAssignment value etc. should have neither a leading or trailing backslash.
Billing Document Creation
The path to save files consists of the DocumentCreationBillingStartupPath and the DocumentCreationWordBilling values. The DocumentCreationBillingStartupPath would typically be the root directory of a non-changing network location for all document creation. The DocumentCreationWordBilling value would then specify the variable section of the directory structure (i.e. the section that contains the document creation codes for word billing).
The paths to save/retrieve documents are formed by using the above method to retrieve the correct path
e.g. Assignment documents will be created in C:\ VPMDOCS\[AC]\[AN]\[AD]
When the path is generated for use the codes in square brackets are replaced for actual values if available (all characters are removed from data other then a-z, 0-9, -, , &.
e.g. Assignment Code: J107/ AUD
Assignment Name: James Brown/Audit
Assignment Description: Audit
Assignment documents will be created in C:\VPMDOCS\J107AUD\James BrownAudit\Audit.
The valid document creation codes are as follows:
|
Activity / Task Document Creation |
Billing Doc Creation |
|||
Document Code |
Description |
Available from Client |
Available from Contact |
Available from Assignment |
Available from Billing |
[DD] |
Todays Date |
Yes |
Yes |
Yes |
Yes |
[PP] |
Partners Name |
Yes |
Yes |
Yes |
Yes |
[CC] |
Client Code |
Yes |
Yes |
Yes |
Yes |
[CO |
Client Office |
Yes |
Yes |
Yes |
Yes |
[CB] |
Created By Username |
Yes |
Yes |
Yes |
Yes |
TM] |
Template Name |
Yes |
Yes |
Yes |
|
[LN] |
Client Last Name |
Yes |
Yes |
Yes |
Yes
|
[FN] |
Client First Name |
Yes |
Yes |
Yes |
Yes |
[CD] |
Client Department |
Yes |
Yes |
Yes |
Yes |
[ CN] |
Contact Name |
Yes |
Yes |
Yes |
|
[ CF] |
Contact Full Name |
Yes |
Yes |
Yes |
|
[AN] |
Assignment Name |
|
|
Yes |
|
[AC] |
Assignment Code |
|
|
Yes |
|
[AD] |
Assignment Description |
|
|
Yes |
|
[AP]
|
Assignment Department |
|
|
Yes |
|
[ AO] |
Assignment Office |
|
|
Yes |
|
[ Xxxxxx] |
User Defined |
|
|
Yes |
|
By using the above code and a length portion i.e. [CC-1] the appropriate number of characters will be used from the left of the value in this case the client code.
For example:
- If the client code is ABC123456 then [CC-1] will return A
- If the client code is ABC123456 then [CC-3] will return ABC
- If the client code is ABC123456 then [CC] will return ABC123456
If a specific portion of the data is required, then the following syntax can be used (the first number is the starting position and the second number is the number of characters to be returned from the starting character, 1/3):
For example:
- If the client code is ABC123456 then [CC-1/3] will return ABC
- If the client code is ABC123456 then [CC-2/3] will return BC1
- If the client code is ABC123456 then [CC-3/2] will return C1
- If the client code is ABC123456 then [CC-4/1] will return 1
If alphabetical characters are required in only a portion of the returned data, then using the @ character will ensure that all other characters are ignored:
For example:
- If the client code is ABC123456 then [ CC-@] will return ABC
- If the client code is ABC123456 then [CC-@2/1] will return B
- If the client code is ABC123456 then [CC-@3/2] will return
- If the client code is ABC123456 then [CC-@1/3] will return ABC
Launching Applications
Applications such as VAP, Trust, Tax
KeyName |
KeyValue |
Description of what is is or does |
CorTaxProgLoc |
C:\CTSA.EXE |
Path of the CorTax executable file |
PerTaxProgLoc |
WTAXMP\WTAXMP32.EXE |
Path of the PerTax executable file |
PerTaxYear |
2007 |
Default tax year that will open for a client. If the tax return has not been started the focus will remain on the client search |
SecTAXProgLoc |
C:\WSECMP32.EXE |
Path of the SecTax executable file |
TAProgLoc |
WTRUMP\WTRUMP32.EXE |
Path of the Trust Accounts executable file |
TaxPackProgLoc |
C:\Taxpack.EXE |
Path of the Taxpack executable file |
VAPDataLoc |
C:\Viza |
Location of the VAP data |
VAPProgLoc |
C:\Program Files\Viztopia32\Viztopia.EXE |
Path of the VAP executable file |
Miscellaneous
Keys
KeyName |
KeyValue |
Description of what is or does |
CalendarAgeing |
1 |
Changes the ageing method on ledgers and reports to a calendar month. This will override any user defined aged debt bands defined within the system. |
Cash Accounting Method |
Accruals |
Method of accounting for VAT on an invoice. This key sets the system to account for the organization to be liable for the tax component of the invoice once created. This is created when VAT reports are first run. |
Cash Accounting Method |
Cash |
Method of accounting for VAT on an invoice. This key sets the system to account for the organization to be liable for the tax component of the invoice once cash is received and allocated against it. This is created when VAT reports are first run, |
Bookkeeping Export Default |
1 |
Export to Bookkeeping detail default |
RichTextDisabled |
1 |
This will disable rich text if necessary i.e. restrict font settings to those used in the template. |
StandingOrderDisabled |
1 |
This stops the Standing Order from loading on login |
Screen Text |
1 |
This enables the Screen Text menu under Maintenance > System > Screen Text. Users can use this option to amend the existing terminology used throughout the application. |
DisbursementsOn |
0 |
This activates the Expenses Ledger option within VPM |
DisbursementsOn |
1 |
This activates the Disbursement option within VPM |
DisbursementsOn |
2 |
This activates both Expenses and Disbursements within VPM |
SchedulesOnClientWizard |
1 |
Adds schedule creation steps to Client wizard and Add assignment from template |
Homepage |
N (where N is the number of homepage views required) |
Allows the user to define a number of views available in the application |
EnforceEmailUniqueness
|
1 | Prevents an email address from being used on more than one contact/client with the same type. For example ian.wilson@wolterskluwer.co.uk could not be added as the primary email for two contacts but it could be added to a second contact/client as another type e.g. alternate email address
Note Email types are created under Maintenance, Address/Phone, Phone number and Email address |
DUMP | -ma -e 1 | Enables program debugging info within the Support Centre, Advanced tab, System Trace File option. |
Replication
Bill Sequencing Keys
KeyName |
KeyValue |
Description of what is or does |
BillSequenceType |
Office/Partner/Company/Department |
Determined the basis for which each bill sequence will be set up |
UniqueBillNo |
1 |
Does not allow duplicate bill numbers |
UniqueBillNo |
0 |
Allows duplicate bill numbers |
UniqueBillSequence |
1 |
Will NOT allow bill sequence ranges of overlap |
UniqueBillSequence |
0 |
Will allow bill sequence ranges of overlap |
Combining the keys
Unique Bill # |
Unique Bill Sequence |
Notes |
1 |
0 |
This is not a recommended combination. Attempts to post a bill with a duplicate bill number will fail on Column 1. |
0 |
0 |
Each entity/office could maintain the same range of bill numbers in their bill sequences. No checks would be made on the uniqueness of the bill number. |
1 |
1 |
This combination guarantees a unique bill number and discrete bill number sequences. |
0 |
1 |
Whilst the sequences would be discrete, a user could still enter a duplicate bill number by resetting the bill counter. |
Subscriber/Publisher Keys
KeyName |
KeyValue |
Description of what is or does |
Subscriber |
1 |
Establishes the current database as the Subscriber database in the replication process. |
Publisher |
1 |
Establishes the current database as a Publisher database in the replication process. |
PerTAX
Link to PerTAX keys
KeyName |
KeyValue |
Description of what is or does |
PerTaxDBName |
PERTAXSVR |
Name of the PerTax database |
PerTaxServerName |
PERTAX |
Name of the PerTax server |
Purchase Invoices
Keys
KeyName |
KeyValue |
Description of what is or does |
BillAuthOn |
1 |
Enforces supplier invoices to be submitted and authorized via the authorization model prior to posting. |
BillAuthOn |
0 |
Allows users to enter and post supplier invoices without having to submit and authorize them before posting. |
UseInvoiceSuspense |
1 |
Enforce the use of an Invoice Suspense nominal account when posting a purchase invoice. Note: this will override the default expense nominal as set on the supplier record. |
SupplierInvoiceDateWarning |
1 |
The system should prompt user message to indicate that the date entered falls outside the current account period. |
Secondary Authorisation
Keys
KeyName |
KeyValue |
Description of what is or does |
SecondAuthApplyClientPartner |
1 |
Absence of this key or a value other than 1 will result in the initial secondary authorisation model being applied. |
BillWriteOffAuthorisationValue |
500 |
Absolute loss amount to establish secondary billing authorisation |
BillWriteOffAuthorisationPercent |
30 |
Absolute loss percentage to establish secondary billing authorisation |
Reporter Professional
Keys
KeyName |
KeyValue |
Description of what is or does |
Smart Reports |
Eg: MGIP-4OGB-0GKG-E77F |
Key Value will be generated from a pin code generator. The RegName from the Config table should be used as the basis for generating this pin. |
VIZ Essentials
Keys
KeyName |
KeyValue |
Description of what is or does |
AdvancedAssignments
|
1
|
Only a value is added if advanced assignment is required as part of Viz Essentials |
AdvancedBilling |
1 |
Only a value is added if advanced assignment is required as part of Viz Essentials (not really used currently) |