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Company Defaults

There are several default fields within the CrossForm system that can be modified to meet the needs of each company.   The Company Default Settings form uses a combo box to list all default types.  For example, the configuration of the Call Entry screen (AcctFrameCallEntry) or the Modify Work Order screen (AcctFrameModWO) can be changed to display "account specific fields" as required by the business.  Also, several combo boxes used throughout the CrossForm application can be modified, i.e., Vendor Type or Class, Employee Job Code, (ship-order) Carriers, Payment Terms, Billing Period or Method, etc.   The corporate logo (CorpGraphic) or the background color of the screen (MainBackColor) can be changed.

To access this form, select Accounting/Codes/Company Default Settings from the Masterfiles menu.   Screen Shot

  1. Use the down arrow icon to select the Default Type.

    Note:  A brief description of each default field is included at the bottom of this form.  This field can be modified to provide a custom description for users.

  2. Some modifications may require the input of text; a value of 1 or 0, for true or false; or a general ledger account combo.

  3. For each company default variation, click Update.

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