My Company: Codes

Address Defaults: The red boxes in the image below include all defaults that are used for new Address records. The selections here will automatically fill into the new Address records as they are created.   The red boxes identify selections that pertain to new Client/Project address records and the blue box identifies selections pertaining to new Vendor address records.

Note: Changes to the Codes tab do NOT automatically update existing address records.


General Ledger Accounts: 
The selections below refer to default general ledger accounts. If these are left blank, the cash account fields will default to the first account with a Cash Account designation in the Chart of Accounts. 


Cash Receipt: The default cash account when you open the Money In screen.

Cash Order: The default cash account when you select Money Out | Order Payments.

Cash Office: The default cash account shown in Money Out | Office Payments.

Credit Card Account: Default Payment Account when selecting Credit Card when entering Vendor Payments on an order.

Form Numbering: The selections below are used when you first begin using Studio Designer.  By default, your new Studio Designer account will start like the image below and the best practice is, to begin with the default numbering.  They were designed this way to keep from overlapping form numbers.

Warning: Once a Proposal #, Order #, or Invoice # has been created, all new forms will automatically continue sequentially within that grouping. There is no way to change this to a number less than the last # printed.

 

Note: Last Check # can also be updated from within the Money Out screen and will automatically update each time checks are printed.


Currency: 
The selection here will print below the amounts on client and vendor forms.  The list is compromised of our most commonly requested options.  If you require an option that is not available, please submit a free email support request and let us know what option you need.

Date Format: How dates will be entered and formatted within the screens and forms.

  • MM/DD/YYYY = Month Day Year
  • DD/MM/YYYY = Day Month Year

Timezone:  Enter the timezone in which your business operates.  See Time Zones for more details.

Item Sidemark: When creating items, a side mark is automatically generated for the Item component. The option chosen here will automatically fill into the Sidemark field on the item.

  • Description - The description of the item will automatically be filled into the Sidemark field.
  • Item - The Sidemark field will automatically be filled in with the Room - Item - Component of the current item.
  • Both - The Sidemark field will automatically be filled in with both the Item (above) and the description.

Order Sidemark:

  • Order - Will show one side mark directly below the Ship-To address box.
  • Each Item - A side mark will show for every item on the order

Note: If the order is already long, showing one sidemark for the entire order will take up less space. But if you want the vendor to sidemark each item, it may be best to show it beside each item. This is also selectable when printing the order.


Order Code: 
The order code defines how items are separated when orders are created.

  • 1 Order per vendor - combine all items for one vendor on one order
  • 1 Order per room - combine all items for one vendor in one room on one order
  • 1 Order per item - create a separate order for every item
Orders are automatically separated by Ship To regardless of the option chosen for Order Code.


Invoice Code: 
The Invoice Code defines how items are separated when invoices are created.

  • 1 Invoice per client – combine all items for one client on one invoice
  • 1 Invoice per proposal – combine all items for one client on one proposal on one invoice
  • 1 Invoice per item – create a separate invoice for every item
Invoices are automatically separated by Tax Location regardless of the option chosen for Invoice Code.


Time Billing Room: 
When time billing invoices are generated, an item is created for the total invoice amount. These items can be assigned to a room to keep time billing items grouped together.  The room defined here will automatically be entered for new time billing items.

Note: It is recommended to set this to the “Time Billing” room from the “Residential” room list.


Time Billing Rates: 
This code defines how you determine the rate you charge clients for your time.  First, you define the time billing rate code here. Then you set up the client rates in the time rates file (Settings | Time Rates) that correspond to the code you selected.

Please see Time Billing Rates Setting for greater detail.


Territory: 
This is used to define where your firm is located.  This is for Studio Products online product catalog.

Image Size: Images are automatically scaled to the size entered when saving to your account. 

 

View Item Image: Set the item default view (within the Item List page) to Items Image.

Checked:  The default view when opening the item list screen will be Items Image which will display a small preview of the primary image associated with each item.

Unchecked:  The default view will be the Item list without displaying the image.


Deposits:

      Use Undeposited Funds: This field allows you to define if you want to use the Undeposited Funds feature. Undeposited Funds allows you to deposit client payments into an undeposited funds account. These funds are transferred to the cash account when a deposit is made into your bank account.

Note: It is recommended to leave this unchecked until you are familiar with undeposited funds. 

The Make Deposit function will not work correctly unless this box was check-marked when the Undeposited Funds account was used.  If you have used this incorrectly and are now having problems reconciling or depositing funds, our support consultants can help.

      Order Deposit: This field allows you to define if you want to use the Order Deposit feature.

If Order Deposit is checked, then order deposit payment entries will be automatically created in Money Out when you create an order for a vendor who's terms require a deposit on goods.

 

Note: It is recommended to leave this unchecked until you are familiar with order deposits. 


Default Unit Each: 
If this is not checked, the unit for all items will default in as blank.  If checked, the unit will default from the Sales Code.