Change the application's default preferences to customize how the system behaves and displays information based on your organization's needs and workflow.

Default preferences control various system settings, including display options, processing behaviors, search preferences, and other application features. Configuring these settings can improve efficiency, promote consistency, and provide a more tailored user experience.

What Happens When You Change Default Preferences?

When default preferences are changed:

• System settings are updated to reflect the selected preferences.

• Default behaviors may be modified for users or processes.

• Information may be displayed differently throughout the application.

• Frequently used settings can be applied automatically.

• User productivity and workflow efficiency may improve.

When Should You Change Default Preferences?

Change default preferences when:

• Organizational requirements have changed.

• Users need different display or processing settings.

• Workflows can be improved through automation or customization.

• New system features require updated configuration.

• Existing default settings no longer meet operational needs.

Before Changing Default Preferences

Review the following information before proceeding:

• Current application settings

• Organizational standards and procedures

• The impact on users and business processes

• Any dependencies between system features

• Required permissions or approvals

Understanding how preference changes affect the application helps ensure that updates support operational goals without disrupting existing processes.

Note: Changes to default preferences may affect how information is displayed or how certain functions operate throughout the application. Review proposed changes carefully before saving them.

 

 

Set up the organization's information

Use Organization to set up the organization’s name and address, default options, and interfaced applications.

Do this...

1. Open Connect Property Improvements > Organization > Organization.

2. Set up the organization information and options. Use the sections in this help topic to complete each field.

3. Click Save (CTRL+S).

The organization's information is updated.

Allow payment allocation in Cash Receipting

Use this option to allow the system to allocate payments to the most recently billed amount first. Or turn off this option if you prefer to allocate payments by hand. The outstanding amounts will display in a grid on the screen, which you can use to determine which amount to pay off.

Do you want to allocate payments automatically or manually?

• Yes, allocate payments automatically. Click to select Allow Payment Allocation in Cash Receipting.

• No, allocate payments manually. Click to deselect Allow Payment Allocation in Cash Receipting. This option will record the assessment payments that you enter in Cash Receipting as unapplied.

Organization contact information

The organization's name and contact information is stored in Organization. The application will print this name and address on reports, forms, lists, notices, bills, and so on.

Enter the organization’s information in the following fields:

• Primary and secondary name

• Address

• Telephone, Fax, and Email

Account format mask

A mask is a series of symbols that represents a pattern for formatting account numbers. You can use an account format mask to format the account number to include the district number, property number, or both the district and property number.

Use these symbols to create a mask:

• Use D to represent a digit in the district number. For example, DDDD represents a four-digit district number.

• Use P to represent a digit in the property number. For example, PPPPP represents a five-digit property number.

• Use # to represent a digit in a number. For example, ##### represents a five-digit number.

• Use a period (.), dash (-), or forward slash (/) to separate segments.

Examples:

 

Do you want to use a mask?

• Yes, I want to use a mask to format accounts. Use the Account Format field to enter an account mask.   Use D to represent a digit in the district number, P to represent a digit in the property number, and # to represent a digit in a number. Use a period (.), dash (-), or forward slash (/) to separate segments. Important! Use a mask that allows you to format the longest account number that is recorded in the database.  

• No, I do not want to use a mask to format accounts. You can only choose this option if you have not been using a mask to format accounts. Leave blank the Account Format field.

What if the property number is less than the number of characters in the account format?

In this situation the system will add the leading zeros to the property number to make the property number the correct length. Example: If the account mask is DD.PPPPP and Jane enters 1234567, the system will format the account like this: 12.034567. Where the underlined digit (0) is the leading zero the system will add to format the account.  

Turn on/off interface to General Ledger

Configure the Property Improvements application to retrieve account information from an interfaced application or update transactions to an interfaced application.

How do you want to interface to the application?

• I want to use Caselle Connect to interface to Property Improvements. Select Caselle 4.x. Use this option to update asset values to the interfaced application and look up account numbers.

• I want to use a non-Caselle application to interface to Property Improvements. Select Other. This option is only available for General Ledger.

• I do not to interface to Property Improvements. Select None. 

 

What is the method for updating amounts to the general ledger?

• Record amounts when income is earned. This is the default setting. Select Accrual as the Update Method.

• Record amounts when cash is received. Select Cash as the Update Method.

 

Do you want to update payments to the General Ledger?

This option only affects payments. The application always updates adjustments and deposits applied without regard to the option that is selected for updating payments.

• Yes, I want to update payments to the General Ledger. Select the Update Payments checkbox.

• No, I do not want to update payments to the General Ledger. Leave blank the Update Payments checkbox.