The User Preferences page is used to set a default location and configure default settings for some areas of the platform.
Setting a default location will automatically populate the Location field when creating AP invoices or journal entries. Setting a default location helps streamline data entry and improve efficiency. This page also includes options to set default view preferences for My workflows, docs to process, and table displays.
Navigation
In the top right corner, click the profile button.
Select User Preferences.
User Preferences Options
The User Preferences page is broken into the following sections:
Account Payable Invoice Entry
Location
Sets the default location selection on AP Invoice records. Options include:
Blank - If selected, the Location field for the corresponding page is not automatically populated and must be selected manually for each new transaction.
Select Location - The user can select any location to which they are granted access. If a location is no longer available to the user, then the default location setting resets to the Blank option, explained above.
Use the same location as the previous transaction - If selected, the Location field for the corresponding page is automatically populated with the location used on the previous transaction.
When this option is selected, the user must manually select the location for the first transaction. If the Save and New or Approve and New option is used to save the transaction, the system automatically populates the Location field on the next transaction.Default from user record - If selected, the Location field for the corresponding page is automatically populated with the location set on the User Record: Locations Tab.
Grid Location
Default the detail grid location from the header section - When set to on, the location shown in the transaction details on the corresponding page match the location shown in the page header.
General Ledger Journal Entry
Location
Sets the default location selection on journal entries. Options include:
Blank - If selected, the Location field for the corresponding page is not automatically populated and must be selected manually for each new transaction.
Select Location - The user can select any location to which they are granted access. If a location is no longer available to the user, then the default location setting resets to the Blank option, explained above.
Use the same location as the previous transaction - If selected, the Location field for the corresponding page is automatically populated with the location used on the previous transaction.
When this option is selected, the user must manually select the location for the first transaction. If the Save and New or Approve and New option is used to save the transaction, the system automatically populates the Location field on the next transaction.Default from user record - If selected, the Location field for the corresponding page is automatically populated with the location set on the User Record: Locations Tab.
Grid Location
Default the detail grid location from the header section - When set to on, the location shown in the transaction details on the corresponding page match the location shown in the page header.
AP Payment
When Apply default filter for locations is set to On, AP Payment records are filtered to show only locations that match the legal entity shown in the header.
My Workflows
Sets the default page view for My Workflows. Options include:
Open line details - When set to On, line details automatically expand when the user selects a workflow.
Show Activity - When set to On, the Activity sidesheet is automatically expanded when the user access My Workflows.
Documents to Process
Sets the default invoice experience when creating invoices from Docs to Process:
Accounting Invoice type: The invoice experience that may be better suited to accounting focused users. This invoice record is accessed in the Accounting application.
Operations Invoice type: The invoice experience that may be better suited to operations focused users. This invoice record is accessed in the Inventory application.
The Docs to Process default page settings options are only displayed to users with both the accounting invoice permissions and operations invoice permissions.
If the user has the following permission(s):
Then the Create button in Docs to Process will open:
Accounts Payable → AP Invoices → Create AP Invoices
The accounting invoice type.
Accounts Payable → AP Invoices → Create AP Invoices
The operations invoice type.
Both permissions:
Accounts Payable → AP Invoices → Create AP Invoices
Food → AP Invoices → Create AP Invoices
The selection made on the User Preferences page.
Table Display
Sets default settings across tables on all updated pages. From here, set the following:
Default row height - Set the height of rows on a table to be short, medium, or tall.
Striped rows- Enable or disable striped rows. When toggled on, every other line entry in a table will be shaded gray. When toggled off, all rows will be white.
Column filters - Enable or disable filtering per column. When toggled on, there will be individual filters at the column level. When toggled off, only the table level filter will be available.