SYS: Custom Setting Details by Module

The following Custom Settings are available to use. Normally, special settings are not needed unless you are having a unique problem with, for instance, your printer, where it is not printing the text in the correct place on a particular form. Each Custom Setting is listed here along with the Section, Item, and Value to enter into the Custom Settings grid.

There are three types of Custom Settings which can be set up:

System Wide - All work stations will recognize this custom setting.
Local to this Computer - The setting is valid only for the Computer Name given. The workstations computer name that you are on when setting up this Custom Setting will be the Computer Name that automatically displays in the Computer Name field. This can be overwritten and changed to a different computer name.
User Name - The setting is valid only for the User Name selected.

If you want to learn more about Custom Settings see Custom Settings.

Accounts Payable

List of Custom Settings for Accounts Payable

Section	Item	Value	Module and Purpose
AP	LiabilityTransfer	Yes	This setting enables the Liability Transfer Feature. The AP Menu (not the AP Menu Map) will display Liability Transfer, the Invoice Entry screen will have the ‘Transfer Liability From’ field, the Vendor Master File will have four additional fields, and the AP GL Update will include ability to update Liability Transfers. For more information see AP: Liability Transfer.
AP	UseExpandedImport	Yes	AP: Invoices (Import) This setting allows for importing the following additional fields to the Invoice Import: CompanyNumber, MemoLine1, MemoLine2, Notes, ImportUserName, UseTax, UseTaxAmount, PaymentMethodId, CreditCard, DistributionNotes, and WorkTicketNumber. This setting also allows invoices from a prior closed posting period to post within the current month. Also allows qualifiers in the MemoLine1 and MemoLine2 columns. When this custom setting is used, you do not need to specify the Company Number on the AP Invoice screen prior to completing the Import process. If this custom setting is not used, then you must specify a Company Number prior to importing invoices. Note: If you want to include inactive jobs in the import, enable the APInvoices \| AllowInactiveJob \| Yes custom setting.
AP	UseExternalPO	Yes	AP: Invoices This setting adds a second Purchase Order field to use for External PO's. With this setting in place: the Purchase Order Number field on Invoices will use the PO field for an External Purchase Order Number. Drilling and Lookup functionality is not applicable, therefore not available. The Vendor Activity Report will display the External Purchase Order Number. The Invoice Details screen includes an External PO column. When Import Invoices, if a PO Number is entered in the csv file, then the PO Number will populate the External PO field.
APCheck	AccountNumberMICRAdjustment	(min) -2.6888 (max) 1.3542	Moving MICR Horizontally: There are three different custom settings that move the fields (Check Number, Account Number, and Transit Number) in the MICR area horizontally. By having the three fields instead of one, it allows for the most flexibility in the case where a company needs to reposition the check number slightly of the MICR, but not the other two fields. A negative adjustment moves the field in the MICR area to the left and a positive number moves account number field in the MICR area to the right.
APCheck	CheckNumberMICRAdjustment
APCheck	TransitNumberMICRAdjustment
APCheck	AddBlankLine	Yes	AP Checks This setting adds a blank line between Invoices on the stub that are being paid for garnishments.
APCheck	ApplyPayeeValidationChanges	Yes	These custom settings work together to adjust the layout of the Accounts Payable blank check format. APCheck \| ApplyPayeeValidationChanges \| Yes Payee Name is in all capital letters Font is Courier New 12 point Payee field is indented 1/4 inch from Pay to the Order of Pay to the Order of does not overlap into the MICR line APCheck \| LimitAmountAsterisks \| Yes Limits the number of asterisks to the left of the amount to no more than 4 Note: See Printing on Blank Check Stock for samples
APCheck	LimitAmountAsterisks	Yes
APCheck	ConvertLabelstoFrench	Yes	This setting converts the labels and column headings to French on the AP Checks. This also changes the date format to me MM JJ AAAA. Vendor #: Fournisseur #: Memo: Memo Invoice Date: Date de facture Invoice No.: Numero de facture Amount: Montant Discount: Deductions Net Amt.: Montant Net Check Number: Numero du cheque Check Date: Date du cheque Check Amount: Montant du cheque Date will also print with: MM JJ AAAA instead of MM DD YYYY.
APCheck	HorizontalAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the AP check text horizontally. A negative adjustment will move check text to the left and a positive number will move check text to the right.
APCheck	HorizontalAmountTextAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the horizontal placement of the check amount text on the check. A negative adjustment moves the amount text to the left and a positive number moves the amount text to the right. Example: .25 would move the amount a quarter inch to the right, and -.25 would move the amount a quarter inch to the left.
APCheck	HorizontalAmountAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the AP amount horizontally. A negative adjustment moves the amount to the left and a positive number moves the amount to the right.
APCheck	HorizontalCheckAddressAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the horizontal placement of the check address on the check. A negative adjustment moves the address to the left and a positive number moves the address to the right. Example: .25 would move the check address a quarter inch to the right, and -.25 would move the check address a quarter inch to the left.
APCheck	HorizontalCheckAmountAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the horizontal placement of the check amount on the check. A negative adjustment moves the amount to the left and a positive number moves the amount to the right. Example: .25 would move the check amount a quarter inch to the right, and -.25 would move the check amount a quarter inch to the left.
APCheck	HorizontalCheckEmployeeNameAddressAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the AP employee name and address horizontally. A negative adjustment moves the AP employee name and address to the left and a positive number moves the AP employee name and address to the right.
APCheck	HorizontalCheckDateAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the horizontal placement of the check date on the check. A negative adjustment moves the check date to the left and a positive number moves the check date to the right. Example: .25 would move the check date a quarter inch to the right, and -.25 would move the check date a quarter inch to the left.
APCheck	HorizontalCheckNumberAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the placement of the check number on the check. A negative adjustment moves the check number to the left and a positive number moves the check number to the right. Example: .25 would move the check number a quarter inch to the right, and -.25 would move the check number a quarter inch to the left.
APCheck	HorizontalCheckSignatureAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the AP check signature horizontally. A negative adjustment moves the signature to the left and a positive number moves the signature to the right. Example: .25 would move the check number a quarter inch to the right, and -.25 would move the signature a quarter inch to the left.
APCheck	HorizontalLogoAdjustment	min of 0.1 max of 1.3542	This setting adjusts the AP check logo horizontally. It affects both the logo and mail address in the blank format. You must use a positive value between 0.1 and 1.3542. Negative values do not work with this custom setting.
APCheck	HorizontalMemoLineAdjustment	(distance adjustment)	This setting adjusts the placement of the memo line on the check. Example: .25 would move the memo line a quarter inch to the right, and -.25 would move the memo line a quarter inch to the left.
APCheck	MaxNumMemoLines	30 (will print 30 lines on the AP check)	AP Checks This setting controls the number of lines that print on a check stub before breaking to another check form. The normal default is to print 33 lines on the stub. If your company would like to print a different number for some reason, you can use this setting.
APCheck	MovePayLabel	True	Standard Format (formless format) checks. This setting will add 'PAY' in front of 'To the order of' on Standard Format (formless format) checks.
APCHECK	PrefixforFederalID	"enter the value you want to have as a prefix"	AP Report - NACHA Bank Transmission This setting allows placement of a special value in front of the Federal ID number in the format. Value is the prefix number.
APCheck	Preview	Yes	AP Checks Allows checks to be previewed prior to printing.
APCheck	PrintCompanyAddress	Yes	This setting will print the Company Name, Address Line 1, City, State, Zip, and Phone Number information on AP Check Stubs. The information is based on the checks' Company Number (for multicompany, the AP Checks' Company Number can be different).
APCheck	VerticalAdjustment	min of -0.4229 max of 0.6	Vertical Adjustment setting available for AP Checks. This setting will adjust the text by inches (not pixels). A negative number will cause all fields to move up the page. A positive number will cause all fields to move down the page. This setting is NOT recommended for Blank Check Stock.
APCheck	VerticalCheckEmployeeNameAddressAdjustment	min of -0.4229 max of 0.6	This setting adjusts the AP check employee name and address vertically. A negative number moves the employee name and address up the page. A positive number moves the employee name and address down the page.
APCheck	VerticalDateAdjustment	min of -0.4229 max of 0.6	This setting adjusts the date placement on an AP check. A negative number moves the date up the page. A positive number moves the date down the page.
APCheck	VerticalAmountAdjustment	min of -0.4229 max of 0.6	This setting adjusts the amount placement on an AP check. A negative number moves the amount up the page. A positive number moves the amount down the page.
APCheck	VerticalAmountTextAdjustment	min of -0.4229 max of 0.6	This setting adjusts the amount text placement on an AP check. A negative number moves the amount text up the page. A positive number moves the amount text down the page. Example: .25 would move the amount a quarter inch down, and -.25 would move the amount a quarter inch up.
APCheck	VerticalCheckAddressAdjustment	min of -0.4229 max of 0.6	This setting adjusts the check address placement on an AP check. A negative number moves the address up the page. A positive number moves the address down the page. Example: .25 would move the check number a quarter inch down, and -.25 would move the check address a quarter inch up.
APCheck	VerticalCheckAmountAdjustment	min of -0.4229 max of 0.6	This setting adjusts the check amount placement on an AP check. A negative number moves the amount up the page. A positive number moves the amount down the page. This setting adjusts the placement of the check amount on the check. Example: .25 would move the check number a quarter inch down, and -.25 would move the check amount a quarter inch up.
APCheck	VerticalCheckDateAdjustment	min of -0.4229 max of 0.6	This setting adjusts the vertical placement of the check date on the check. A negative number moves the date up the page. A positive number moves the date down the page. Example: .25 would move the check date a quarter inch down, and -.25 would move the check date a quarter inch up.
APCheck	VerticalCheckNumberAdjustment	min of -0.4229 max of 0.6	This setting adjusts the placement of the check number on the check. This setting adjusts the check number placement on an AP check. A negative number moves the check number up the page. A positive number moves the check number down the page. Example: .25 would move the check number a quarter inch down, and -.25 would move the check number a quarter inch up.
APCheck	VerticalCheckSignatureAdjustment	min of -0.4229 max of 0.6	This setting adjusts the AP check signature vertically. A negative number moves the signature up the page. A positive number moves the signature down the page. Example: .25 would move the signature a quarter inch down, and -.25 would move the signature a quarter inch up.
APCheck	VerticalMemoLineAdjustment	min of -0.4229 max of 0.6	This setting adjusts the AP check memo line vertically. A negative number moves the memo line up the page. A positive number moves the memo line down the page. Example: .25 would move the check number a quarter inch down, and -.25 would move the memo a quarter inch up.
APCheck	VerticalMICRAdjustment	min of -0.4229 max of 0.6	Vertical Adjustment setting available for AP Checks to move only MICR up or down. This setting will adjust the text by inches (not pixels). A negative adjustment moves MICR up the page. A positive number moves MICR down the page.
APCheck	SortByMemo	Yes	This setting will sort AP checks alphabetically by the Memo field. If you are printing AP checks that contain Union Dues or other Payroll Deductions and want the invoices details on the check to sort alphabetically by the Employee's last name, you can add this Custom Setting. This setting will change the order the memo information is written to be Last Name, First Name, MI, Date, and SSN and then writes that information into the Invoice Memo line. Then on the Print Checks screen, the Sort Memo field alphabetically check box displays and is selected by default. Without this Custom Setting, the checks sort by Invoice Date and Invoice Number.
APChecks	BegCheckPasswordProtect	Yes	This setting adds a feature so that overwriting the Beginning Check # field is password protected. So if someone overrides the check number field, in order for the change to take place, the User will need to enter a password. The password is the same as the Reprint AP Check Password store in AP Defaults.
APInvoices	AllowInactiveJob	Yes	This custom setting allows you to include inactive jobs when importing AP invoices in the expanded format. It is used in conjunction with the existing customer setting APInvoices \| UseExpandedImport \| Yes which enables the expanded import format.
APInvoices	CCAlways	Yes	AP Invoices This setting defaults the Payment Method to Credit Card when importing AP Invoices.
APInvoices	ImportPermHold	No	This setting removes the Permanent Hold check box when creating invoices through the Import Invoices feature.
APInvoices	ImportPO	True	This setting writes the Purchase Order number into the Notes field on the AP Invoice whenever using the AP Invoice Import program. For more information see Importing AP Invoices.
APInvoices	PRLimitCheck	“amount to check”	This setting is valid only if the Company Setup State is PR and the Vendor is a ‘Taxable’ Vendor (check box on the payments tab). With this setting in place, the system will displays a message to the User that “This Vendor is subject to 7% Withholding.” as soon as it finds that the vendor has invoices and payments totaling more than the “amount” entered in the value field of the setting. To figure this, the system will look at all AP Invoices for the Calendar Year that the Invoice Date falls under, and it looks at all AP Payments that are marked as “Apply to Expenses” (since these would not be checks paying for invoices and the system has to look at all of these payments as well). If these previous invoices/payments totaled more than the amount in the setting, you will get receive the “This Vendor is subject to 7% Withholding."message. Note that the system will not start displaying the message until all previous activity for the year (invoices and payments) total more than what is in the custom setting. If that one invoice you are entering is going to throw them over the limit, you will not receive the message on that one. It will be the next invoice (or AP Payment-Applied to Expenses) that is entered.
APInvoices	ValidateInvoiceDate	Yes	This setting forces the invoice date to be within the To and From dates set in System Fiscal Year Setup (Accounts Payable). Without this setting, the invoice date can be before the To date, but it cannot be after the From date.
APNACHA	CompanyID	<number to transmit>	This setting is used in conjunction with the APNACHA Immediate Origin custom setting. It controls the Company Code included in the NACHA Direct Deposit file for Accounts Payable (there are a separate set of custom settings for Payroll).
APNACHA	CompanyIDforGLCashAccountXXXX Note: The XXXX portion of this item represents your General Ledger account number	<ACH ID>	This setting controls the Company Code included in the NACHA Direct Deposit file for Accounts Payable (there are a separate set of custom settings for Payroll).
APNACHA	CPR	TRUE	This setting is used when the ARP option on the form is selected. If this setting is in place then a CPR (Controlled Payment Reconciliation) format is used for the creation of the ARP (Acct Recon Program) file. The file contains checks that will be clearing the bank for this cash acct. This does override the custom setting for any ARP format (APNACHA,NACHAReportName). In other words, the CPR format "wins".
APNACHA	CreditAlways	TRUE	AP Report: NACHA Bank Transmission This setting excludes the credit entry in the NACHA file which creates what the bank calls an "unbalanced file". It suppresses the creation of Number 6 record that would have been an off-setting debit total entry.
APNACHA	IdentificationNumber	<unique number assigned by the bank>	This setting replaces the Federal Tax ID that is included in the header record in the NACHA file with the number set in the value of this parameter. This is done for security reasons.
APNACHA	ImmediateDestination	<routing number>	This setting uses the number set in the value of this custom setting as the routing number in the header of the NACHA file instead of the number stored in each detail record.
APNACHA	ImmediateDestinationforGLCashAccountXXXX Note: The XXXX portion of this item represents your General Ledger account number	<routing number>	This setting allows you to designate different routing numbers for different GL accounts. When creating files, the system uses the routing number that matches the GL account being processed. Note: Print Checks still uses the Transit Routing Number listed on the Cash Accounts Set Up screen.
APNACHA	ImmediateOrigin	<number to transmit>	This setting works in conjunction with the APNACHA Company ID setting. It controls the Immediate Origin code included in the NACHA Direct Deposit file for Accounts Payable (there are a separate set of custom settings for Payroll). The value you enter should be the entire number you want to transmit (this includes your Fed ID Number). Example: If you need to show a '2' in front of your Federal ID number, you would enter a value of 2456123456.
APNACHA	NACHAReportName	<ARP identifier>	AP Report: NACHA Bank Transmission There are several NACHA formats than can be used. For a complete list of values that may be used, see NACHA Bank Transmission Report for a list of ARP identifiers.
APNACHA	NACHAReportName	BOAFixed	Creates NACHA Bank Transmission Report in the Fixed Length format required by Bank of America.
APNACHA	NACHAReportName	RegionsCSV	Creates NACHA Bank Transmission Report in the .CSV format required by Regions Bank.
APNACHA	PrefixforFederalID	<0-9 or a space>	This setting allows a number (the value of this custom setting) to display in front of the Federal ID number when using the Use Federal ID in Header option.
APNACHA	DiscretionaryAccount	####	This custom setting is for any client using the JPM Chase Bank web platform. It allows the client to add a discretionary bank account number (up to 20 digits) to the NACHA file. It must be right justified and 0 filled.
APNACHA	DiscretionaryAccountForGLCashAccountXXXX	Account Number	This custom setting allows you to create NACHA reports for multiple accounts without changing the value of the discretionary account custom setting (APNACHA \| DiscretionaryAccount \| Account Number.) This allows you to create multiple custom settings and enter a different account number for each general ledger number. When this setting is enabled, the NACHA file overrides the discretionary account with the discretionary account for the general ledger number used to create the file.
APNACHA	SuppressCompanyName	Yes	This custom setting is for any client using the JPM Chase Bank web platform. It suppresses the company name from the NACHA file on records 1 and 5. The company name displays as spaces.
APNACHA	Suppress0DollarChecks	True	This setting suppresses 0 dollar amount checks from the electronic file and report.
APNACHA	TraceNumber	XXXXXXXXXX	This setting allows the bank (BOA) to enter a trace number.
APNACHA	UseDiffCompany	<CO Number>	This setting forces the system to use the federal tax ID and company name and number for the value entered in the custom setting to override what it would normally choose for these fields.
APUpdateRecurring	UseFullSSN	Yes	For those AP invoices created through the Update to Invoice Entry program using Type: Payroll Other Deductions, we mask the social security number for Memo Line 1, leaving only the last 4 digits visible in the Invoice and therefore on the AP Check. If this setting is in place, the system will show the full social security number in Memo Line 1.
LaserAP1099	PrintInstructionsSeperately Important: You must include the spelling error in the item of this custom setting for it to work correctly.	True	This setting forces the instructions to print on a separate page when the 1099 Vendor Report is printed.
LaserAPCheck	APCheckLimitAmount	<dollar amount limit>	This setting allows you to exclude checks from the batch print/reprint process when the checks are equal to or over the dollar amount limit set in the value. The over limit checks also do not include a signature. This custom setting makes the Exclude Signature Limit Checks check box visible on the AP: Print Checks screen. This check box is selected by default, which excludes any check with an amount greater than or equal to the limit from the batch process. If you clear the check box, the over limit checks print first (without a signature), followed by the rest of the checks (with a signature). If you want to include a signature on all checks (even over the limit checks), use the LaserAPCheck \| IncludeSignatureOverLimit \| Yes custom setting.
LaserAPCheck	IncludeSignatureOverLimit	Yes	When this custom setting is used signatures print on all checks, even checks over the limit set in the LaserAPCheck \| APCheckLimitAmount \| Yes custom setting. When printing and reprinting checks, the checks are grouped into batches with over limit checks first and then all other checks. Within the batches, the checks are in alphabetical order by Vendor Name.
LaserAPCheck	PrintVendorNameFirst	Yes	This setting puts the vendor’s name before the word Attention on the check.
LaserAPCheck	SuppressCheckNumber	Yes	AP: Print Checks This setting applies to the Standard-2 Part Stub check layout using MICR (where you print the check numbers). This setting is used to suppress the check number from printing in the top right-hand corner of each of the 2 check stubs.

Accounts Receivable

List of Custom Settings for Accounts Receivable

Section	Item	Value	Module and Purpose
ARAging	ExcludeCurrentInvoices	Yes	This setting hides current invoices on the report.
ARExternalTaxProcessing	BulkProcessing	True	This custom setting allows you to process invoices in batches when using External Sales Tax Processing.
ARExternalTaxProcessing	ProcessingChunkMax	<number>	These custom settings enable multi-thread and SQL enhancements that improve the performance of Avalara batch processing. The first one controls the number of invoices to process per thread (defaults to 10 if not set). The second one controls the total number of threads (defaults to 1 if not set).
ARExternalTaxProcessing	ProcessingThreads	<number>
ARInvoicePrint	AddTotalHours	Yes	This setting is used to print the total hours for each job on that job’s detail line on invoices created from Personnel Scheduling. This additional line is added to the invoice when it is printed. For more information, see Including Total Hours on AR Invoices.
ARInvoiceReport	ShowVoucherNumber	Yes	Enables a "Show Voucher Number" check box on the AR Invoice Register report option screen.
ARInvoices	AddTotalHoursToInvoice	Yes	When this custom setting is enabled, the total hours for all jobs from PS Schedules print on AR Invoices. If you have multiple jobs, a new line is added to the invoice that contains the total hours on the invoice for all jobs combined. In order for this custom setting to work, you must also used the Framed by Job format for the invoices.
ARInvoices	DayOfWeekOnInvoice	Yes	The day of the week displays before the date of the shift in the invoice details. For example, Thursday - 08/22/19. The day of the week does not display on Other Billing invoices. Note: In addition to enabling this custom setting, you must also selected Include Daily Details in Report when running Update Scheduling to AR Invoices for the day of the week to display in the invoice details.
ARInvoices	ExcludeParentContacts	Yes	By default, Parent Customer Contacts will receive all invoices created for sub Customers. This Custom Setting can be used to exclude Parent Customer Contacts from the sub Customers invoice (in the recipients grid) when processing invoices.
ARInvoices	InvoiceDateOnCreditMemoAR	Yes	This custom setting controls the title and content of the AR: Credit Memo dialog box (which opens when you click Create Credit Memo on the General tab of the AR: Invoice Entry window). When it is used, the title of the dialog box is changed to AR: Credit Memo Details and the Invoice Date field is added to the box. This field is required and the resulting credit memo will contain the invoice date. Important: If you use Avalara please consider that when you use this custom setting and you set the invoice date when creating the credit memo, the posting date remains unchanged. Normally (without this custom setting) when you change the invoice date on a credit memo, the posting date is also updated. The posting date is sent as the document date to Avalara. The taxes are still calculated based on the original invoice date.
ARInvoices	ShowJobAttention	Yes	This setting displays the contents from the Attention field on the General tab of the Job Master File window in the Service Location on AR invoices.
ARInvoices	ShowSummary	Yes	This setting allows a Preview of Invoices when selecting to Print/Process.
ARInvoices	SortDetailsByDateTime	Yes	This custom setting disables the Sort By Date First check box in the AR: Update Scheduling to AR Invoices window. The billable invoice details (print order) will always be sorted in date/start time order when AR invoices are created from this window. In the Bill Codes by Job window, if a job is setup to use invoice allocation (to bill multiple customers for one job), a discount row displays in the invoice details that shows the percentage billed to other customers. In this case, all billing and discount rows in the invoice details are grouped by date. For each date, all billing rows display in start time order then all discount rows display for the date. This is followed by all billing and discount rows for the next date. The discount rows are not sorted by time. This custom setting does not change the invoice details that are entered for an invoice. For instance, if each post within a schedule uses a different PO number, then separate invoices will be generated for each PO number. The details in those invoices will then be sorted by date/start time. To see the time and employee name in the invoice details the Include Daily Details on Report check box on the AR: Update Scheduling to AR Invoice window must be selected. IMPORTANT NOTE: If this custom setting is being used and the PSWizard \| SortByShiftTimes \| custom setting is also set to True, then this custom setting overrides the PSWizard custom setting.
ARPayments	AddProcessingFeeAdjustment	Yes	This custom setting is used to enable the Processing Fee - CC accounts receivable adjustment type. See Using the Processing Fee – CC Adjustment Type for details.
ARStatements	ExcludeCreditMemos	Yes	AR Statements and Past Due Notices This setting enables an "Exclude Credit Memos" check box. If this is selected ALL CREDIT MEMOS will be excluded from being printed and included on the Statements and Past Due Notices.
InvoiceDate	UseYYYYMMDDFormat	Yes	This setting will format the date field of the Invoice as yyyy/mm/dd. If this setting is in place, the date format in the Update Schedules to File will import the invoice details (if the Include Daily Details on Report is selected) program to use the yyyy/mm/dd format too.
GovtBilling	EditCategoryDesc	All	Lists Bill Codes with editable Categories (ALL makes all of them editable). Allows for editing of Invoice Descriptions on the Government Billing screen. TEAM recommends this setting be assigned by User.
GovtBilling	EditRates	All	Allows for editing rates on the Government Billing screen (ALL makes all of them editable). TEAM recommends this setting be assigned by User.
GovtBilling	Revision	True	Provides authorization for performing the Revision process and also for deleting a batch of vouchers. Any user with access to the screen can add/delete. TEAM recommends this setting be assigned by User.
GovtBilling	ShowForm	True	Allows the icons for Government Billing and Government Vouchers to display on the Accounts Receivable Main Menu.
Invoices	AlternateSalesTaxLabel	text for label	This custom setting changes the Sales Tax label on AR invoices label from the default Sales Tax to a custom label.
Jobs	InvoiceDistACB	Yes	This setting enables the Invoice Distribution Types add/edit list and displays the Invoice Distribution Type field on the Job Master File (Accounting Info tab) and AR: Invoice Processing screen. The AR: Invoice Print, AR: Update to GL, and PS Update to AR programs can specify the Distribution Type criteria when processing. In addition, you can include the Invoice Distribution Type on the Bill Codes By Job Report.
LaserARStatements	NumberOfDetailLines	min setting is 16 max setting is 30	AR Statements and Past Due Notices This setting is also available for Laser Statements (number of lines per page could vary due to differing font size) and also works with Past Due Notices.
LaserARStatements	HorizontalAdjustment	min of -.25 max of .18	AR Statements and Past Due Notices Horizontal Adjustment setting available for Statements and Past Dues. This setting will adjust the text by inches (not pixels). A negative number will cause all text to move left on the page. A positive number will cause it to move right on the page.
LaserARStatements	VerticalAdjustment	min of -.25 max of .25	AR Statements and Past Due Notices Vertical Adjustment setting available for Statements and Past Dues. This setting will adjust the text by inches (not pixels).A negative number will cause all text to move up the page. A positive number will cause it to move down the page.
LaserInvoice	CenterCompanyAddress	True	Framed by Job Invoice Form Type only This setting centers the Address in the Invoice Header.
LaserInvoice	CompanyAddressLeft	1.5	This setting moves the company name and address on formless invoices. The value represents the number in inches the company name and address will print from the left edge of the invoice (plus the printer margin of about 5/16 if an inch). 1 equals one inch, 2 equals two inches, 1.5 equals 1.5 inches from the left edge of the invoice.
LaserInvoice	ContinuePageNumberonDetail	True	This setting will change the Total Pages count to include the Invoice pages and the Detail report pages.
LaserInvoice	ConvertLabelstoFrench	Yes	This setting applies only to the Paper without Remittance Invoice Form Type. This setting changes the headers on the invoice to the French language.
LaserInvoice	ExcludePSDetail	True	This setting determines whether to print ANY PS Detail pages. If this setting exists, no invoice will have this included regardless of whether the Job is set up to Include Personnel Scheduling Details with Invoice. This might be used on those cases where people are starting to get set up to print PS Details but aren’t quite ready to turn on.
LaserInvoice	ExcludeDetailLineWhenNull	True	This setting excludes Invoice Detail Lines without an amount (amount is NULL)Line items that contain only a Description will not print. This is applicable for ALL Invoice Types.
LaserInvoice	HorizontalAdjustment	min of -.25 max of .20	AR Invoices (Laser) Horizontal Adjustment on Laser Invoices. This setting will adjust the text by inches (not pixels).A Negative Adjustment will move verbiage to the left and a positive will move to the right. This applies only to PrePrinted Forms.
LaserInvoice	LargeLogo	True	On AR Invoices and Statements and Past Due Notices, this setting increases the size of the company logo on the Paper without Remittance Invoice Form Type, Paper with Remittance Invoice Form Type, Canadian invoice prints, and Statements and Past Due Notices.
LaserInvoice	LargeLogoSizeHeight	1	AR Invoice Print This setting allows you to change the height of your company logo. Overwrite the 1 in the value field to adjust.
LaserInvoice	LargeLogoSizeWidth	1	AR Invoice Print This setting allows you to change the width of your company logo. Overwrite the 1 in the value field to adjust.
LaserInvoice	LineWidth	“enter number of characters up to 70 if you are using Framed by Job only or 50 if you are using any other format”	Normally the maximum number of characters that print on an invoice detail line is 42. Anything after that is moved to the next line(s). This setting increases the amount of characters to print on an Invoice Line. With this setting, the maximum amount of characters that can be specified is 70. The Framed by Job invoice format has an invoice description section that is wider than the other invoice formats. Therefore, you should only use a number above 50 if your company uses just the Framed by Job invoice format. If you are using any other invoice format, the maximum should not exceed 50 for this setting. Warning: Increasing the number of characters to print can make your lines appear full, so this setting is not recommended if all capital letters are used in the Invoice Descriptions. If you are just capitalizing the first letter of a word, that is fine but all CAPS will most definitely cause an issue since the letter width is a lot different. Allocated invoices can use any of the invoice form types, but if you use the Framed by Job form, you must use this Custom Setting to alleviate printing issues.
LaserInvoice	NumberOfDetailLines	.	In AR Invoice Processing (Laser ) Some Companies who are using a different font within invoicing have problems with the system keeping the number of lines consistent on each page. Because of this, we have a special setting which indicates how many lines per page to print. Normally this should not be used. Only meant for those companies who run into problems due to differing font size. The Paper without Remittance has a max setting of 30. Any number between 1 and 30 is valid. If the setting is 0 or less, then 0 is used.The Paper with Remittance and the normal preprinted have a max setting of 15. Any number between 1 and 15 is valid. If the setting is 0 or less than 0, then 15 is used. Note: If any setting is used outside of the min and max range, the number of detail lines will revert to the standard number of lines for that particular Invoice Form Type.Standard Number of Lines for Preprinted and Paper with Remittance is 15 lines.Standard Number of Lines for Paper without Remittance is 30 lines.
LaserInvoice	PSTLabel	No PST Tax	Canadian Clients Only This setting controls the description to print on the PST Tax line. The value is the description to print.
LaserInvoice	SpecialAppend	Yes	This setting moves records into a WT_Custom database.
LaserInvoice	SpecialMessage	True	This custom setting allows you to print the notes from the Notes for Keys and Security field in the Job Master File on AR Invoices.
LaserInvoice	SuppressAdditionalInfoWhenZero	True	Clients using this Custom Setting will need to select the 'Do Not Print' check box otherwise invoices will print lines with a zero print order.
LaserInvoice	SuppressBillRateSign	True	This setting will remove the $ sign from the Bill Rate.
LaserInvoice	SuppressServiceLocation	Yes	AR Invoice Print This setting suppresses the Service Location label from printing on the invoice. This does not apply to Canadian Invoices or Reminder Notices.
LaserInvoice	SuppressUOMandPrice	1	AR Invoice Print This setting suppresses the Unit of Measure and Price on the Invoice(s). This does not apply to Canadian Invoices or Reminder Notices. The value indicates the Custom Field # to look at in the Customer Master File. If a 'Yes' is in the specified Custom Field (in this case Custom Field 1), the Unit of Measure and the Price are suppressed on the invoice(s).
LaserInvoice	UnitMeasureLimit	<number>	This custom setting allows you to set the maximum number of characters that can be contained in the unit of measure field on Accounts Receivable invoices. If you don't use this custom setting the default character limit for this field is 8, but with this custom setting you can increase it to 12. Allowing additional characters in this field can help prevent longer measure descriptions from being cut off.
LaserInvoice	VerticalAdjustment	min of -.25 max of .18	AR Invoices Vertical Adjustment setting available for Laser Invoices. This setting will adjust the text by inches (not pixels). A negative number will cause all text to move up the page. A positive number will cause it to move down the page. This applies only to Preprinted Forms.
Lockbox	AllowShortPays	Yes	This setting allows invoices from the file to update even if it is a short (partial) payment. The notes column displays "Partial Payment" and shows remaining amount due on the invoice.
Lockbox	AllowOverPays	Yes	This setting allows invoices from the file to update even if the payment amount exceeds the invoice amount. The notes field displays the term "overpayment".
Lockbox	CombineSameInvoices	Yes	This setting allows for more than one payment to be applied to the same invoice. With this setting the payments are combined into one row.
Lockbox	CreateBatch	Yes	This setting creates a temporary batch ID number. Note: The temporary batch ID number is not saved or locked down. Users cannot see it in Show all Batches or in the AR Payment wizard, also it is not under the Payment- Update to GL Batches criteria for selection.
Lockbox	IncludeAdjustmentOnImport	Yes	This setting adds the following columns to the .csv lockbox import file: Adjustment Type Discount Amount Job Number If the imported file contains adjustment values that are greater than the limit set in AR Defaults error message is given for each record with an error.
UpdateSchedulestoAR	BillingFrequenciesRequired	Yes	This setting will set the Billing Frequency Category field on the AR: Update Scheduling to AR Invoice to a required field.

Canada

List of Custom Settings for Canada

Section	Item	Value	Module and Purpose
CANADA	PayOutVacationPay	TRUE	This setting is used for Canadian companies who pay vacation on every payroll check. It enables the Pay Out Empl Vac Pay button in the special Canada Options of the payroll batch. For more information, see Setting Up Canadian Vacation Pay Options.
CANADA	VacPayBegDate	MM/DD/YY	These settings are used when setting up special Canadian vacation pay options in payroll. When paying vacation to a terminated employee, the system uses the date range set by these custom settings to determine if vacation pay has been accrued and not paid. For more information, see Setting Up Canadian Vacation Pay Options.
CANADA	VacPayEndDate	MM/DD/YY
CANADA	VacPayFederalWHSeparate	True	This setting is used to print the vacation accumulation amounts on pay checks. For more information, see Setting Up Canadian Vacation Pay Options.
CANADA	T4A	TRUE	This setting changes the W2 report from a T4 form to a T4A form.
LaserInvoice	GSTLabel	GST Tax	this setting controls the description to print on the GST\HST Tax line. The value is the description to print.
LaserPRCheck	ConvertLabelsToFrench	Yes	This setting converts the labels to French that print on the Framed, Canadian paycheck format. It also includes weekly hours subtotals on pay stubs for the Canadian Framed Check Layout. Change was made due to a legislative requirement in Québec. In addition, this setting will include Sick Pay and print the current amount calculated for the check and then the YTD amount for this special tax code.
LaserPRCheck	MoveJobInfo	Yes	This setting moves the Job# and Name down below the Direct Deposit information. This setting IS ONLY VALID for the two Canadian formats - Standard Canada - without Timekeeping Details option selected and Standard Canada - With Timekeeping Details selected. This setting will NOT work with any of the USA formats.
LaserPRCheck	ShowVacationPay	Yes	This setting is used to print the vacation accumulation amounts on paychecks. If in place, the system prints this information above the Taxable Earnings area on the paycheck.
LaserPRCheck	UseOldFormat	Yes	This setting allows you to use the old date format when printing checks. The new check date format (MMDDYYYY) is mandatory by 2007.
LaserW2	CompOnly	Yes	This setting is used to compute the total compensation for an employee when the PrintBalancesOnCheckStub is true. This is their Employment Income that prints on the T4A. This will also print the employees on the output type Report. These records will show as Federal taxable only, so you can tell who will be getting a T4A.
LaserW2	RL1	Yes	This setting must be enabled for companies located in Québec to create the file that must be submitted monthly to the Québec government. RL1 forms are issued to the employees at the end of the year rather than T4 forms.
LaserW2	SplDeductions	Yes	This setting looks at the paycheck deductions that have a Description similar to '%Insurance/Equipment%' or '%Input Tax Credit%' and these print as footnotes on the T4A forms.
Payroll	AverageOvertime	Yes	These custom settings work together to provide additional options on the Overtime Method Wizard to manage overtime averaging and the overtime look back period in Canadian databases. Payroll \| AverageOvertime \| Yes – Displays the Average Overtime across Multiple Weeks check box and the Number of Weeks to Average field in the Overtime Method Wizard. Payroll \| Alberta32 \| Yes – Displays the Arrangement Start Date field in the Overtime Method Wizard.
Payroll	Alberta32	Yes
Payroll	HideOFCCPTab	True	This setting hides the OFCCP tab on the Employee Master File for Canadian clients.

Fixed Assets

List of Custom Settings for Fixed Assets

Section	Item	Value	Module and Purpose
FA	AllowGenerateYearEndSumDetail	True	When this custom setting is applied, the Generate Year End Sum Detail Record and the Fiscal Year fields are displayed in the FA Import Tool dialog box. When these fields are selected, it adds a summary to the Depreciation Details. These fields only display if the Dispose FA Records option is selected.
FixedAssets	TicketActualsMeasure	(Days or Hours)	The value (days or hours) determines how the usage time is tracked in the Job Assignment History grid of the Fixed Assets Master File when you are using the Track Asset feature in eHub Mobile. If the value is set to Days, the Quantity field in the Ticket Actuals grid in the Budgets, Billing and Profit tab of the Ticket Details window bills based on the calendar day an asset was assigned to a job. This means if the asset was assigned for one minute of a day, it will be billed for the full calendar day. If the value is set to Hours, then the Quantity is based on hours the asset was assigned to a job, rounded to the nearest hundredth. If the custom setting is not used, then when the asset is displayed in the Ticket Actuals grid of Ticket Details window, the Invoice Description displays, but with no Quantity or Measure values.

Section

Item

Value

Module and Purpose

AllowGenerateYearEndSumDetail

True

When this custom setting is applied, the Generate Year End Sum Detail Record and the Fiscal Year fields are displayed in the FA Import Tool dialog box. When these fields are selected, it adds a summary to the Depreciation Details. These fields only display if the Dispose FA Records option is selected.

FixedAssets

TicketActualsMeasure

(Days or Hours)

The value (days or hours) determines how the usage time is tracked in the Job Assignment History grid of the Fixed Assets Master File when you are using the Track Asset feature in eHub Mobile.

If the value is set to Days, the Quantity field in the Ticket Actuals grid in the Budgets, Billing and Profit tab of the Ticket Details window bills based on the calendar day an asset was assigned to a job. This means if the asset was assigned for one minute of a day, it will be billed for the full calendar day.
If the value is set to Hours, then the Quantity is based on hours the asset was assigned to a job, rounded to the nearest hundredth.
If the custom setting is not used, then when the asset is displayed in the Ticket Actuals grid of Ticket Details window, the Invoice Description displays, but with no Quantity or Measure values.

General Ledger

List of Custom Settings for General Ledger

Section	Item	Value	Module and Purpose
GLCheckUtility	FilePath	X:\BankofAmerica.txt	This setting is derived from the path entered on the GL Check Clearing Utility screen. This entry will default the next time the utility is run.
GLRecap	Show	Yes	This setting controls the display of a summary by GL number, job number, and amount in the following areas: AP Check Register Journal Update Log Payroll Update AP Update to GL Invoices
GLReport	DefaultwithNoSalesRatios	Yes	This setting defaults the Format Style to "No Sales Ratios" instead of "With Sales Ratio".
GLReport	PrintDecimals	Yes	GL Report: Budget Income Statement When running the report choosing Format Style: With Sales Ratio, the following Custom Setting can be used to change all of the ratios on the report from being percentages to being in decimal format. Example: 48.55% would print on the report as .49 instead.
GLReport	SortbyTierDescription	Yes	GL Report: Budget Income Statement This setting will sort by Tier Descriptions (instead of the Tier ID. The Tier Descriptions will also display when previewing and using the Toggle Group Tree.
GLReport	UseDailyBudgets	Yes	GL Report: Budget Income Statement GL Report: Budget Income Statement: Current vs. Prior GL Report: Budget Report (when running the Budget Report for the Financial Statement option only). This setting displays a check box, "Use Daily Labor Budgets". This setting also displays a check box to"Include Work Scheduling in Labor Budgets".
GLReport	UseSpecialYTDFormat	Yes	The ‘Budget Income Statement Current Vs. Prior’ will print additional columns if you have the setting in place AND the ‘Use Special YTD Format’ option selected. For details see Use Special YTD Format.
GLRevenueAccrual	IncludeSelectionsInNotes	Yes	Hourly Revenue Accrual This setting is used to include system notes in the Journal Entry Notes field when the revenue accrual process is run. For more information see Custom Setting: GL Revenue Accrual.
GLTrialBalance	ManualRefresh	True	This setting controls the display of a Refresh button on the GL Trial Balance window. This button is used to complete a manual refresh of the data in the window.
GLUpdate	AutoPostTime	# (in seconds)	This setting determines how many seconds the system waits before it automatically commits a General Ledger update. The default is eight seconds. You see the countdown to the automatic commit in the header of the GL Posting Status dialog box. This dialog box contains a summary of the debits and credits, and the Commit button that you can use to manually commit the General Ledger update. If you enter a negative value for this setting, the GL Posting Status dialog box does not display, and the system automatically commits the General Ledger update if there are no errors. Note: This does not apply to the PAY: General Ledger Update because Payroll contains up to five different journals and this would significantly slow the update process.
LaborDistribution	PageBreak	Yes	This setting inserts Page Break after each Job on the Labor Distribution Journal for all Payroll Batch Types.

Human Resources

List of Custom Settings for Human Resources

Section	Item	Value	Module and Purpose
ComplianceEngine	ExportData	Yes	This setting is used to export data gathered by the Compliance Report Engine to a 3rd party.
EmployeeTerminationReport	ShowCustomFTPTFilter	Yes	This setting allows you to filter the Employee Termination and Turnover Report by full-time/part-time status without the additional termination filter.
EquipmentTrackerAgreement	LockMessage	Yes	This setting locks down the Message text box on the Employee Equipment Agreement Report options screen. If the setting is found for the current user/computer, no changes can be made to the Message text box.
HRCompliance	StatusRequired	Yes	This custom setting that controls whether the Status field on the HR Compliance Tracker By Employee window is required. This custom setting is enabled for all customer by default. If this custom setting is removed or the value changed to No then the Status field is optional.
HRComplianceTrackingCodes	SubstituteDates	number of days	Use this custom setting to limit the number of days the Start Date can be back-dated in the Substitute Compliance Codes grid in the HR: Compliance Code Updates–Compliance Tracking Codes window. By default, the Start Date can be set to any date in the past or future.
HRHoursReport	ShowServiceCreditDate	Yes	This setting is used to change the default option of Hire Date to Show Service Credit Date on the Benefit Hours Report and the Cash Outs Update Report.
Reports	PrimaryJobFiltering	True	This custom setting will add a Primary Job Filter tab to the Report Filter section of the EEO/Vets Report and the Employer Master Report, allowing the ability to use tiers templates to sort by Primary Job.

Insurance Benefits

List of Custom Settings for Insurance Benefits

Section	Item	Value	Module and Purpose
1095C	MaxPDFExportPages	Variable	This setting is used when exporting a report to a PDF format. It splits the export into PDF files that contain the maximum number of pages set in the value. This setting also prevents out of memory errors. The default value is 60000.
1095C	PDFBatchSize	Variable	This setting is used when processing PDF files to create files with the maximum number of pages set in the value. This setting is useful if your system has memory issues, or the PDF creation process is very slow. The default value is 1000.
HR	1095C_BookletEnvelope	No	This setting works with the Portrait Form 1095-C Orientation. When the Value is set to No it will only print the Employee name and address on the top of the form, instead of also printing the return name and address.
HRBenefits	ETestingEmpPreviewMax	(Number of Max records to display)	This setting can be used to modify the maximum number of records that can be displayed in the Eligibility Testing Wizard results grid and Package Validation results grid.

Inventory

List of Custom Settings for Inventory

Section	Item	Value	Module and Purpose
DropShipments	UseNewImport	Yes	This setting populates the Notes field in WinTeam with the information in the OrderNumber cell from the csv file when importing drop shipment records. This setting also populates the PO field with the PO Number.
Inventory	BarCodeImport	True	This setting enables the Bar Code Import button. You can then use a .csv file to import inventory details.
Inventory	DisableTrackQuantity	True	Use these custom settings you to disable the track fields on the General tab of the Item Master File which prevents sold usage records from updating to the General Ledger. Inventory \| DisableTrackQuantity\| True – When this custom setting is enabled, the Track Quantities check box is cleared by default when new records are created. Inventory \| DisableTrackCost\| True – When this custom setting is enabled, the Track Cost/Update to GL check box is cleared by default when new records are created.
Inventory	DisableTrackCost	True
Inventory	RequireApprovalInformation	Yes	This setting requires entries to be made in the Approved By and Approved Date fields when the record Status is anything but 'Open' on Activity screens. Screens include Drop Shipments, Purchase orders, Requests, Transfers, and Usage Resale.
InvRequestReport	IncludeBudgets	True	This setting includes information relative to the Job's Inventory budget to the Request Print form. This setting must be used in order to print the additional information on the Request Print form. Inventory Budget information can be included on Job Requests, Usage/Resale, and Drop Shipments.

Job Costing

List of Custom Settings for Job Costing

Section	Item	Value	Module and Purpose
JobCost	Export	True	This setting provides an icon on the On Screen Job Cost Report in order to allow Job Cost table to export to CreaTeam. If you select the Print Hours check box, OT Hours, Actual Hours, and Budgeted Hours will also export.
Jobs	AutoEndBudgetsAndSchedules	Yes	This custom setting automatically inactivates daily budgets and related work schedules when a job is changed from active to inactive in the Job Master File. A message box displays to inform you that daily budgets have been cleared and related work schedules have been inactivated for the job (if there are only budgets, the message only references budgets, if there are no budgets, it only references work schedules).
JOBS	AllowHourly	Yes	This custom setting makes a check box labeled Hourly Billing display on the Budgets tab of the Job Master File. This check box allows you indicate if a job should be considered hourly billing in the eHub Hours Budget Comparison report. By default, all jobs are considered fixed fee unless this check box is selected. When it is selected, the over budget hours display in green, and the under budget hours display in red in the eHub Hours Budget Comparison report.
Jobs	DisableCustomFields	#,#,#	This custom setting allows custom fields to be disabled on the Custom Fields tab in the Job Master File.
Jobs	ImportBudgetHistory	Yes	This setting allows for Budget Detail (grid) records to be imported from an excel spreadsheet. If there are multiple lines within the spreadsheet for the same Job and Effective date, one Budget History record is created with the appropriate budget details. This updates the pay rate that is at the bottom of the Job screen in the budget details.
Jobs	ImportDailyBudgets	Yes	This setting allows for importing daily budgets records to be imported from an excel spreadsheet. This setting allows you to import specific dates for specific jobs to update the GL # for dollars, hours, and taxes and Insurance amounts to be reflected only on budget reports. This only uses the pay rate for the calculation of the budget dollars. Note: The info that is imported will only display in budget reports, (not in the Budget Details grid of the Job Master File, Budgets tab). For example, the imported info will display in the JOB: Hours Budget Comparison Report.
Jobs	OverrideSickPayRate	Yes	When this custom setting is enabled, addition columns display in the grid in the in the JOB: Hours Categories window. You use these columns to override the sick pay rate. See Sick Pay Rate Override for details.
Jobs	RequireAddress	Yes	This setting requires the Job Address1, City, State, and Zip Code fields.
Jobs	RequireContractedRegularHours	Yes	This setting makes the Weekly Contracted Regular Hours field on the Job Requirements tab of the Job Master file required.
Jobs	RequireContractedOTHours	Yes	This setting makes the Weekly Contracted OT Hours field on the Job Requirements tab of the Job Master file required.
Jobs	RequireCustomerNumber	True	This setting makes the Customer Number field on the Accounting Info tab of the Job Master File required.
Jobs	RequireSalesTax	Yes	This setting makes the Sales Tax City and County fields required entries on the Job Master File.
Jobs	RestrictTiersToFirstDay	Yes	This setting restricts Dated Tiers to being entered to the first day of the month on the JMF. In Tier History new and edited rows are limited to the last day of the month. Existing rows do not need to be updated to the last day of the month on Show Tier History.
Jobs	TierHistoryPeriodClose	Yes	This setting prevents Dated Tiers in the JMF from being altered for Fiscal Periods that are closed.

Lighthouse

List of Custom Settings for Lighthouse

Section	Item	Value	Module and Purpose
SYS	Lighthouse	True	This setting displays the Lighthouse Integration check box on the SYS Defaults window. Use this link for details on the Lighthouse/WinTeam integration.
TeamTime	EnableMultiPunch	True	This setting is used only when a WinTeam database is licensed for the TeamTime/Lighthouse integration. The setting adds an Allow Additional Lunch and Rest Punches check box to the Timekeeping Info tab on the Job Master File. When this field is selected it allows capturing of paid rest breaks and additional lunches.

Payroll - ADP

List of Custom Settings for Payroll–ADP

Section	Item	Value	Purpose
ADP	AppendZeroForEE	Yes or Nine	Check Processing Wizard–ADP Windows Outsource Payroll file. This setting pads the Employee Number with leading zeros. If you enter a Value of Yes, the number is padded with six zeros; if you enter a Value of Nine, the number is padded with nine zeros.
ADP	Export401KInfo	Yes	Check Processing Wizard - ADP Windows Outsource Payroll file. This setting adds the following fields to the Employees Only export: 401K amt 401k code 401k factor
ADP	FullLengthJobNumber	Yes	This custom setting allows you to enter a 10-digit alphanumeric job number when creating an ADP-Windows Payroll Outsource file. The Job Number is not padded with zeros if it is less than ten digits.
ADP	IncludeRehireDate	Yes	Check Processing Wizard–ADP Windows Outsource Payroll file. This setting adds a Rehire Date column at the end of the Employee Export file.
ADP	IncludeWorkState	Yes	Check Processing Wizard–ADP Windows Outsource Payroll file. This setting adds a Temp Recip State (State Worked) column to the end of the Timekeeping Export file.
ADP	SpecialFileName	True	Check Processing Wizard This setting reverses the ADP outsource Name from being PR"compCode"EMP or PR"compcode"EPI to being EMP"compcode"PR and EPI"compcode"PR. Client will save the file, overwriting the PR at the end of the file to the location number that they are submitting.
ADP	SpecialHandling	True	This setting adds the Ohio Local School District Tax Code field (column) to the ADP Windows export file.
ADP	UsePayExpert Important: You must include the spelling error in the item of this custom setting for it to work correctly.	Yes	Check Processing Wizard This setting was created for Allegiance IND for ADP Pay Employees Window data export. This looks at Employee Master File Custom Field #20 which is numeric.
ADP	UseTempcost	Yes	Check Processing Wizard ADP Outsource option. This setting was created to change a column heading within the export file for the hours export. The column header will change from being the normal column heading of “Temp Dept” to “Temp Cost Number”. This is necessary only when there are multiple cost centers that an employee’s wages are being charged to.
ADPTaxFiling	CreateSpecialDescription	Yes	This setting changes the Tax Filing format to use the Tax ID, Expense GL and the Description as the ADP Tax Code Description instead of pulling the Tax Code description from the normal spot (Team Tax Code field in Tax Set Up screen). ADP limits the description to be 15 characters and the client was concerned that the 15 would not be clear enough as to which tax code it really was. By using this method, then they can ensure that their tax code descriptions coming through in the file are unique.
ADPTaxFiling	UseReceiveW2Electronically	Yes	This custom setting adds either a P (print W-2) or N (do not print W-2) to the W-2 file that is sent to ADP—this allows ADP to know which employees need their W-2 printed. All employees are shown as P (print) when this custom setting is not enabled.
ADPTaxFiling	UseTaxCode	Yes	This setting enables sending the Tax Code to the third party tax filer (i.e. ADP) instead of the Tax Description. This Tax Code is set up in the PAY: Taxes screen, and represents the third party tax filer's tax identifier code for the tax entity. If there is no Tax Code specified with the Tax record, the Tax Description will be sent instead.
LaserPRCheck	ADPNewFormat	Yes	These custom settings work together to produce a special format for payroll checks that are exported and printed by ADP. It overrides the paycheck layout set in Payroll>Defaults>Paycheck Properties so all checks printed and generated as PDFs from WinTeam also use this special format. The file that is created when both of these settings are enabled meets ADP standards. A second page is created instead of displaying More... at the bottom of the first page if there are additional compensations, deductions, non-tax deductions, taxes, and/or benefits. The additional information is printed on the second page. If there is more than two pages of information, a third page is not printed, instead More... is printed on the bottom of the second page. Important: When you use these custom settings, do not use LaserPRCheck \| SpecialADPFormat OR LaserPRCheck \| UsPayServExport
LaserPRCheck	ADPNewFormatMultiPage	Yes
LaserPRCheck	PrintCompanyAddress	Yes	PAY: Print Checks This setting prints the Employer (Company) Name, Address (line 1), City, State, ZIP Code, and Phone Number on the check stub for all paycheck layout formats.
LaserPRCheck	PrintPayCheckCompanyAddress	Yes	ADP Check Format If the LaserPRCheck, PrintCompanyAddress is set up and this setting, the Check Logo, Company Name, Address and Phone number prints on the new ADP Check Format based on the Paycheck Company
LaserPRCheck	SuppressPayRates	Yes	This setting suppresses the pay rate and OT rate from displaying on ADP check formats. If the LaserPRCheck, ADPExport, Yes setting is in place, this setting suppresses the pay and OT rates on adp checks.
Payroll	ADPCobraExport	Yes
Payroll	AzurePDFGenertion	Yes	This custom setting controls the display of a check box labeled Use new PDF generation strategy on the Paycheck Properties tab of the Pay Defaults window. When this check box is selected, the PDFs of paychecks that are exported and printed by ADP are stored in Azure. It only affects the storage location and has no effect on the paycheck process.

Payroll

List of Custom Settings for Payroll

Section	Item	Value	Module and Purpose
AbsenceTracker	ReqHours	Yes	PAY: Absence Tracker. This setting requires a User to enter Hours on an Absence record.
CheckHistory	DeductionCharacterLimit	(the number of characters allowed)	This custom setting allows you to shorten the Deduction Name in the Payroll Check History report to prevent wrapping. When it is too long, it wraps and forces the alignment of the taxable and non-taxable items to be off. The length of the line is 16 characters.
CPWIZ	ADPExport	Yes	Check Processing Wizard–This setting is used to add special codes when exporting timekeeping to ADP using the ADP Windows outsource option for Training and Worked Holiday. For more information see Payroll Check Processing Wizard. This setting replaces the deprecated CPWIZ, TridonExport custom setting. For more information see the Deprecated Custom Settings table.
CPWIZ	CombineHours	Yes	This setting combines regular, over time, and double time hours in the export file, rather than sending each hours type separately. It is specific to the APS/Millenium Outsource Payroll Agency.
CPWIZ	CompanyCode	<code>	This custom setting automatically populates the Company Code during outsource payroll processing.
CPWIZ	DMSIExport	Yes	This setting is used with the ADP Windows and ADP-FQM payroll outsource files. ADP Windows–The job number comes from custom field #7 in the Job Master File. Also, Pay Rate is not included in the export file. ADP-FQM–Includes the Export Codes in the file.
CPWIZ	DoyonExport	Yes	Check Processing Wizard. This setting causes the code used for "Sick' to come through as Code E for the ADP Code Exported.
CPWIZ	DTHoursCode	<value>	This setting allows a custom header to be used for column K in the ADP-FQM payroll outsource file.
CPWIZ	ExportCode	Yes	Check Processing Wizard - RapidPC/Paychex Outsource Export file. With this setting in place, the earnings code that is exported to the APS/Millenium file will be the first 10 characters in the Hours Type’s Notes field. Because of this, if you are using this setting and you are also using the Notes field for other purposes other than the special earnings codes, you will need to be sure to reserve the first 10 characters of the Notes field for the Earnings Code.
CPWIZ	ExportWorkDate	True	This setting splits the export file by date. Normally, there are no dates in the export file.
CPWIZ	IncludePayRate	Yes	This setting includes Pay Rate in the PAYCHEX/RapidPC and ADP-FQM payroll outsource files. When using the ADP-FQM format, the pay rate shown in the file is from the pay rate hierarchy (not just from the Employee Master File) and includes the Weighted Average Pay Rate.
CPWIZ	IncludeTempCostNumber	Yes	This custom setting changes the header for column D to Temp Cost Number in the ADP-FQM payroll outsource file
CPWIZ	MJV	True	This custom setting adjusts the APR/Millenium and Workforce1 payroll outsource files. The pay rate is before the second comma, after the hours field. Negative hours have the minus sign on the left side of the hours in the export file. Overtime hours have an earnings code of OT instead of a 2.
CPWIZ	StarCleanExport	Yes	Check Processing Wizard. Use this setting for the Paychex TK export so the Payroll Wizard will use the TeamTime Job # instead of the actual Timekeeping Job #. This setting also includes the Job Number (Custom Field 24), Division (Custom Field 25), and Branch (Custom Field 26) in the export file.
CPWIZ	UseDiffJobNumber	Yes	Check Processing Wizard - RapidPC/Paychex Outsource Export file If this setting is in place when using the ADP outsource option, the system looks at Custom Field #7 in the Job table and if there is an entry there, that value is used as the Job # in the export. If there is not a value there, the system uses the normal Job #.
CPWIZ	UseDiffNumber	Yes	Check Processing Wizard - RapidPC/Paychex Outsource Export file Custom Field #20 from the Employee Master File (Custom Field tab) will be used as the Employee Number.
CPWIZ	UseEmployeeNumber	Yes	This custom setting adds the Employee Number to the APR/Millenium and Workforce1 payroll outsource files.
CPWIZ	UseJobLocation	Yes	This setting will add a Division field to the Ceridian Outsource Payroll option. The system will pull the first 3 letter of the Job's Location description for the Division information.
CPWIZ	UseNonStandardFormat	True	Check Processing Wizard This setting creates the Ceridian Payroll Export file in a special format, not the standard Ceridian format.
EmpRollover	HidePayInfo	Yes	Employee Master File–This setting causes the Pay Info tab to not display for users who do not have Admin rights when performing an Employer rollover.
EmpRollover	ExtraInfo	True	Employee Master File–This setting overwrites the limitation on sensitive fields when rolling over Employee Master File records and allows you to rollover the Employee Name, Address, and Pay Rate fields.
EmpRollover	HideAddNew	Yes	This setting disables the Add New button on the Pay Info tab of existing employees for Users that do not have Admin rights.
HoursbyEmployee	SuppressEEwith0Hours	Yes	This setting suppresses employee records that sum to a 0 dollar amount. It also removes the message at the bottom of the report. "***This Report contains both hours that have been paid and hours that have not been paid...."
LaserPRCheck	AccountNumberMICRAdjustment	min of -2.6888 max of 1.3542	PAY: Print Checks. This setting adjusts the PAY account number horizontally. A negative adjustment moves the account number to the left and a positive number moves the account number to the right.
LaserPRCheck	ApplyPayeeValidationChanges	Yes	These custom settings work together to adjust the layout of the Payroll blank check format. LaserPRCheck \| ApplyPayeeValidationChanges \| Yes Payee Name is in all capital letters Font is Courier New 12 point Payee field is indented 1/4 inch from Pay to the Order of Pay to the Order of does not overlap into the MICR line LaserPRCheck \| LimitAmountAsterisks \| Yes Limits the number of asterisks to the left of the amount to no more than 4 These changes only affect non-direct deposit checks of the following types: Standard (Type of Form Blank Check) (Position of Check both Top/Bottom) Standard with Timekeeping Info (Type of Form Blank Check) (Position of Check both Top/Bottom) Framed (Type of Form Blank Check) Note: See Printing on Blank Check Stock for samples
LaserPRCheck	LimitAmountAsterisks	Yes
LaserPRCheck	CheckNumberMICRAdjustment	min of -2.6888 max of 1.3542	PAY: Print Checks. This setting adjusts the PAY check number horizontally. A negative adjustment moves the check number to the left and a positive number moves the check number to the right.
LaserPRCheck	DefaultBeginningCheckNumber	Yes	PAY: Print Checks This setting defaults the defaults in the Cash Account that was used when printing the original Payroll batch, and also sets the Beginning Check Number = to whatever is entered in the From Check # field when reprinting the check batch.
LaserPRCheck	DefaultGroupBy	"enter the Descr value to default"	PAY: Print Checks This setting allows you to set up the default Group By when accessing the PAY: Print Checks screen. See PAY: Print Checks for the values assigned to each Group/Sort Description.
LaserPRCheck	DefaultSortBy	"enter the Descr value to default"	PAY: Print Checks This setting allows you to set up the default Sort By when accessing the PAY: Print Checks screen. See PAY: Print Checks for the values assigned to each Group/Sort Description.
LaserPRCheck	DefaultSortByName	Yes	PAY: Print Checks This setting defaults the Sort By when printing checks to sort by "Employee Name". If this setting is in place, the system will group according to the Group By selected (Distribution is defaults), and then will sort in Employee Last Name order within each group.
LaserPRCheck	ExcludeInOutTimes	Yes	This setting excludes the In or Out times on the paycheck stub when selecting to include Timekeeping Details (PAY: Defaults (Paycheck Properties tab). This setting is valid for any paycheck format that allows you to “Print Timekeeping Details”. This includes all USA and Canadian check formats except Framed Sections. This also includes the additional addendum that is appended to the paycheck PDF when there are more timekeeping details than what will fit on the payroll check.Custom Setting: Excluding In and Out Times
LaserPRCheck	ExportPrimaryJob	Yes	This custom setting passes the employee’s primary job site to the ADP check export. This information is then included on the checks that are printed by ADP. To print the primary job number and name through WinTeam, you must use the LaserPRCheck \| PrintPrimaryJob custom setting.
LaserPRCheck	HideHoursAccumulated	Yes	This setting hides the Hours Accumulated column of the benefits information for the Preprinted & Preprinted with Timekeeping and the Formless & Formless with Timekeeping paycheck layout formats.
LaserPRCheck	HorizontalAdjustment	min of -2.6888 max of 1.3542	PAY: Print Checks. This setting adjusts the PAY check horizontally. A negative adjustment moves the check to the left and a positive number moves the check to the right. This setting will adjust the text by inches (not pixels). This setting is not available for Blank Check Stock checks. Anything over values listed will not change anything.
LaserPRCheck	HorizontalCheckSignatureAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the PAY check signature horizontally. A negative adjustment moves the signature to the left and a positive number moves the signature to the right.
LaserPRCheck	HorizontalAmountAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the PAY amount horizontally. A negative adjustment moves the amount to the left and a positive number moves the amount to the right. Example: .25 would move the check amount a quarter inch to the right, and -.25 would move the check amount a quarter inch to the left.
LaserPRCheck	HorizontalCheckNumberAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the PAY check number horizontally. A negative adjustment moves the check number to the left and a positive number moves the check number to the right. Example: .25 would move the check amount a quarter inch to the right, and -.25 would move the check number a quarter inch to the left.
LaserPRCheck	HorizontalCheckEmployeeNameAddressAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the PAY employee name and address horizontally. A negative adjustment moves the employee name and address to the left and a positive number moves the employee name and address to the right. Example: .25 would move the check amount a quarter inch to the right, and -.25 would move the check EE Name & Address a quarter inch to the left.
LaserPRCheck	HorizontalCheckDateAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the PAY check date horizontally. A negative adjustment moves the date to the left and a positive number moves the date to the right. Example: .25 would move the check amount a quarter inch to the right, and -.25 would move the check date a quarter inch to the left.
LaserPRCheck	HorizontalCheckSignatureAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the PAY check signature horizontally. A negative adjustment moves the signature to the left and a positive number moves the signature to the right. Example: .25 would move the check amount a quarter inch to the right, and -.25 would move the check date a quarter inch to the left.
LaserPRCheck	PayrollCheckVisible	Yes or No	This custom setting controls the Payroll Check label that can be printed on paychecks. When the value is Yes, the label displays and when the value is No the label does not display.
LaserPRCheck	PrintCompanyAddress	Yes	PAY: Print Checks This setting prints the Employer (Company) Name, Address (line 1), City, State, ZIP Code, and Phone Number on the check stub for all paycheck layout formats. In addition to printing on the check stub, this information also prints on the actual check portion for any ADP check format. ormation based on the employee’s Paycheck Company instead, a second custom setting is required: LaserPRCheck \| PrintPayCheckCompanyAddress. Note: When this custom setting is used and Oregon state taxes are calculated on a check, then the Oregon Business Identification Number (BIN) assigned to the Employee's Paycheck Company is also printed on the check. It is possible the Company Address and the BIN printed on the check may not match. This can happen when the Employee's Paycheck Company is not the same as the Company/Cash Account that is selected when printing the checks. To make them the same, you must also set the LaserPRCheck \| PrintPayCheckCompanyAddress custom setting to Yes so they are both based on the employee's Paycheck Company.
LaserPRCheck	PrintHoursType	Yes	PAY: Print Checks. This setting includes Hours Types to print with Timekeeping Details on pay checks.
LaserPRCheck	PrintDistCodeDescription	Yes	This will print the Distribution code and first 5 letters of the distribution name on the check form above and to the right of the Employee name and address. It only prints up to 4 digits of the code and 4 char of the description. This option is not available for the Legal Size forms. As of June 2007 release, this custom setting also will replace the Employee Type information that is normally printed on the Framed Section check format with the Employee Distribution information unless the Group By selected was by Primary Job Site. In this case, the Employee Type information is replaced wit the Primary Job information.
LaserPRCheck	PrintPayCheckCompanyAddress	Yes	This custom setting works in conjunction with the LaserPRCheck \| PrintCompanyAddress custom setting to ensure the correct company address is printed on the paycheck. Instead of using the company from the Cash Account to determine the company address information to print on the paycheck, this custom setting uses the company for the paycheck to determine this. Based on the paycheck company, the system will print the company logo (if applicable for the check format), Company Name, Address, and Phone number on the paycheck. Note: For Oregon Employers, this custom setting also ensures the correct Oregon BIN number is printed on the check for the paycheck company.
LaserPRCheck	PrintPrimaryJob	Yes	PAY: Print Checks. This setting prints the primary job number and name above the payee name and address information of the pay checks (not the stub but the actual check). This setting is valid for all paycheck formats except for the two special ADP check formats that can be printed through WinTeam.
LaserPRCheck	SuppressPayRates	Yes	PAY: Print Checks Suppresses pay rates on the Normal pay check layout. This setting is also used in conjunction with the ADPExport Custom Setting.
LaserPRCheck	TransitNumberMICRAdjustment	min of -2.6888 max of 1.3542	PAY: Print Checks This setting adjusts the PAY transit number horizontally. A negative adjustment moves the transit number to the left and a positive number moves the transit number to the right.
LaserPRCheck	UseLegalSizeAlways	Yes	This setting enables Direct Deposit checks to also print on the legal size form when the Paycheck Report Layout is Legal Size Self Sealer. With this setting in place AND using the Paycheck Report Layout Legal Size Self Sealer you need only one form: 8 1/2 x 14 for both Non Direct Deposit and Direct Deposit checks. Without this setting in place AND using the Paycheck Report Layout Legal Size Self Sealer you would need two different sets of forms: Non Direct Deposit checks would print on 8 1/2 x 14 (Legal size) and Direct Deposit checks would print on 8 1/2 x 11 (Letter size)
LaserPRCheck	VerticalAdjustment	min of -2.6888 max of 1.3542	PAY: Print Checks This setting adjusts the PAY check vertically. A negative number moves it up the page. A positive number moves it down the page. This setting will adjust the text by inches (not pixels). This setting is not available for Blank Check Stock checks.
LaserPRCheck	VerticalCheckSignatureAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the PAY check signature vertically. A negative number moves the signature up the page. A positive number moves the signature down the page.
LaserPRCheck	VerticalAmountTextAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the PAY check amount text vertically. A negative number moves the amount text up the page. A positive number moves the amount text down the page.
LaserPRCheck	VerticalAmountAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the PAY check amount vertically. A negative number moves the amount up the page. A positive number moves the amount down the page. Example: .25 would move the check amount a quarter inch down, and -.25 would move the amount a quarter inch up.
LaserPRCheck	VerticalCheckEmployeeNameAddressAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the PAY check employee name and address vertically. A negative number moves the employee name and address up the page. A positive number moves the employee name and address down the page. Example: .25 would move the check amount a quarter inch down, and -.25 would move the employee name & address a quarter inch up. Note: This custom setting only works when the Position of Check is Check On Bottom (set on the Paycheck Properties tab of the PAY Defaults window). There is one exception–when the Layout Type is Legal Size Self Sealer, this custom setting also works when the the Position of Check is Check On Top. This custom setting does not work when the Layout Type is Framed Sections (No Self Sealer) and the Type of Form is Blank Check Stock (USA).
LaserPRCheck	VerticalCheckDateAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the PAY check date vertically. A negative number moves the date up the page. A positive number moves the date down the page. Example: .25 would move the check amount a quarter inch down, and -.25 would move the check date a quarter inch up.
LaserPRCheck	VerticalCheckNumberAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the PAY check number vertically. A negative number moves the number up the page. A positive number moves the number down the page. Example: .25 would move the check amount a quarter inch down, and -.25 would move the check number a quarter inch up.
LaserPRCheck	VerticalEmployeeNumberAdjustment	min of -2.6888 max of 1.3542	This setting adjusts the PAY check employee number vertically. A negative number moves the employee number up the page. A positive number moves the employee number down the page. Example: .25 would move the check number a quarter inch down, and -.25 would move the employee number a quarter inch up.
LaserPRCheck	VerticalMICRAdjustment	min of -2.6888 max of 1.3542	PAY: Print Checks This setting adjusts the PAY check MICR line vertically. A negative number moves the MICR line up the page. A positive number moves the MICR line down the page.
LaserPRCheck	VoidMessage	"VOID AFTER XX DAYS"	PAY: Print Checks In the Value field, enter the description that you want to print underneath the amount field. If you want to move the text to the right, enter spaces before the description. You may need to revise the text several times until it is aligned to your preferences. The text for the Legal Size paycheck layout type is preset (cannot be changed) to "VOID AFTER 90 DAYS" and does not use this custom setting.
TKReport	UseWeightedAvg	Yes	PAYReport: Timekeeping This setting allows for weighted averaging for overtime and double-time hours and dollars in both the detail and recap sections.
LaserW2	AdjustEachControl	Yes	This setting affects the preprinted W-2 form for the United States and W-2PR form for Puerto Rico. It moves the controls instead of the margins on the form to adjust the position of the data on the form vertically or horizontally. It ensures there is enough space to make margin adjusts on the form. Important: The LaserW2, VerticalAdjustment, Yes and LaserW2, HorizontalAdjustment, Yes custom settings must be used in conjunction with this setting.
LaserW2	Box14 Box14#2 Box14#3 Box14#4 Box14#5 Box14#6 Box14#7 Box14#8	<Tax Code ID>	These settings allow the tax withholding of a particular tax code to print in Box 14 of the W-2 with the tax code description. This could be used to report a tax code that would normally not print on the W-2 in the normal earnings or withholding area but, you want the employee to see their annual withholding was for the tax code. These settings can work separately or in conjunction with the Deduction ID custom settings below. When the Tax Code ID custom settings are used, the Tax ID description and amounts are placed in Box 14 of the W2. When the Deduction ID customer settings are used, the Deduction ID description and amounts are placed in Box 14 of the W2. When the custom settings are used together, the Deduction ID descriptions are used, but the amounts are equal to both the Tax and Deduction amounts combined.
LaserW2	Box14DeductID Box14DeductID#2 Box14DeductID#3 Box14DeductID#4	<Deduction ID>	These settings allow the deduction withholding of a particular deduction code to print in Box 14 of the W-2 with the deduction code description. This could be used to report a deduction code that would normally not print on the W-2 in the normal earnings or withholding area but, you want the employee to see their annual withholding was for the deduction code. Theses settings can work separately or in conjunction with the Tax ID custom settings above. When the Tax Code ID custom settings are used, the Tax ID description and amounts are placed in Box 14 of the W2. When the Deduction ID customer settings are used, the Deduction ID description and amounts are placed in Box 14 of the W2. When the custom settings are used together, the Deduction ID descriptions are used, but the amounts are equal to both the Tax and Deduction amounts combined.
LaserW2	DIPP	“enter private plan number”	If you have a Disability Insurance Private Plan number, it must print in Box 14 along with the FLI and the UI/WF/SWF amounts. The number entered in the value field of this custom setting will be printed as your DIPP # in Box 14 of the Employee W-2 Form. For more information, see Section T–Printing New Jersey Disability on W-2 Forms of the most current year end guide.
LaserW2	FLIPrivatePlan	“enter the FLI Private Plan #"	PAY Report: Employee W2 This setting is used for entering a company's FLI Private Plan # (part of NJ Disability). The Value represents the FLI Private Plan Number.
LaserW2	HorizontalAdjustment	min of -.2806 max of .1249	PAY: W2 Forms A Horizontal Adjustment setting is available to move your text to the left or right on the W2 form. This setting adjusts the text by inches (not pixels). A negative number causes the text to move to the left and a positive number moves it to the right on the form. Important: You must use the LaserW2, AdjustEachControl, Yes setting in conjunction with this setting.
LaserW2	IncludeFedWH	True	PAY Report: Employee W2 This setting gives the ability to print Federal withholding that is tied to Other Comp Only checks. Must be used with LaserW2, CompOnly, Yes.
LaserW2	Preprinted	Yes	PAY: W2 forms This setting is used to print on preprinted forms. This is not the preferred way, but the option is available for those companies whose printer will not handle printing all of the boxes and verbiage of the form with their W2s. If this setting is used, the PDF button on the Employee W2 Report options screen is not available since it would not make sense to create a pdf of a preprinted form. This setting will also allow for the 4 digit school district number (entered into the Taxpayer ID Number field) to display on the W-2, in Box 20.
LaserW2	Privateplan	True	If your company has a New Jersey Disability private plan, and pay no Disability into the Temporary Disability Benefits Plan of the state, this custom setting is required. With this custom setting, the tax is appropriately split into just two parts instead of the normal three parts and will print in Box 14 of the Employee’s W-2 Form. If you have any questions, contact TEAM Client Services by phone at 800-500-4499 or by email at supportstaff@teamsoftware.com. For more information, see the following sections of the most current Year End Guide: Section E–Changing the NJ Disability Tax Limit and Section T–Printing New Jersey Disability on W-2 Forms.
LaserW2	State	PuertoRico	PAY: W2 Forms Special setting for those companies who are Printing W2s for Puerto Rico. This setting must be made prior to printing the W2s so that the system prints the W2s using the proper format. This setting also displays the PR Youth Exemptions Gross Earnings, Taxable Earnings, Taxes and Counts for Amounts and YTD on the Report.
LaserW2	State	VirginIslands	Allows creation of Employee W-2 report for companies with employees working in the Virgin Islands
LaserW2	VerticalAdjustment	min of -.2000 max of .0833	PAY: W2 Forms A Vertical Adjustment setting is available to move your text up or down on the W2 form. This setting will adjust the text by inches (not pixels). A negative number will cause the print to move up the page and a positive adjustment will cause it to move down. Important: You must use the LaserW2, AdjustEachControl, Yes setting in conjunction with this setting.
NACHA	CompanyID	<number to transmit>	This setting is used in conjunction with the PAYNACHA Immediate Origin setting. It controls the Company Code included in the NACHA Direct Deposit file for Payroll (there are a separate set of custom settings for Accounts Payable).
NACHA	CompanyIDforGLCashAccountXXXX Note: The XXXX portion of this item represents your General Ledger account number	XXXXXXXXXX	This setting is for a specific NACHA format that ensures the Company Number matches in the header and footer of this file.
NACHA	CreditAlways	True	PAY Report: NACHA Bank Transmission This setting excludes the credit entry in the NACHA file. Therefore creating an "unbalanced file" as the bank refers to it.
NACHA	ImmediateDestination	<routing number>	PAY Report: NACHA Bank Transmission This setting uses the number set in the value of this custom setting as the routing number in the header of the NACHA file instead of the number stored in each detail record.
NACHA	ImmediateDestinationforGLCashAccountXXXX Note: The XXXX portion of this item represents your General Ledger account number	<routing number>	This setting allows you to designate different routing numbers for different GL accounts. When creating files, the system uses the routing number that matches the GL account being processed. Note: Print Checks still uses the Transit Routing Number listed on the Cash Accounts Set Up screen.
NACHA	ImmediateOrigin	<number to transmit>	This setting works in conjunction with the PAYNACHA Company ID setting. It controls the Immediate Origin code included in the NACHA Direct Deposit file for Payroll (there are a separate set of custom settings for Accounts Payable). The value you enter should be the entire number you want to transmit (this includes your Fed ID Number). Example: If you need to show a '2' in front of your Federal ID number, you would enter a value of 2456123456.
NACHA	IncludeDirectDeposit	True	PAY Report: NACHA Bank Transmission This setting includes Direct Deposit checks in the ARP and the NACHA file created for CRUnionCentralofBC.
NACHA	IdentificationNumber	<unique number assigned by the bank>	This setting replaces the Federal Tax ID that is included in the header record in the NACHA file with the number set in the value of this parameter. This is done for security reasons.
NACHA	PrefixforFederalID	2	PAY Report: NACHA Bank Transmission This setting controls the prefix number of the Federal ID in the header record, if you have chosen to Include the Federal ID in Header and your bank requires the prefix number to be something OTHER THAN 1. Normal default value to prefix is set to a 1, but the Bank of America in Missouri should be set to 2.
NACHA	DiscretionaryAccount	####	This custom setting is for any client using the JPM Chase Bank web platform. It allows the client to add a discretionary bank account number (up to 20 digits) to the NACHA file. It must be right justified and 0 filled.
NACHA	DiscretionaryAccountForGLCashAccountXXXX	Account Number	This custom setting allows you to create NACHA reports for multiple accounts without changing the value of the discretionary account custom setting (NACHA \| DiscretionaryAccount \| Account Number.) This allows you to create multiple custom settings and enter a different account number for each general ledger number. When this setting is enabled, the NACHA file overrides the discretionary account with the discretionary account for the general ledger number used to create the file.
NACHA	SuppressCompanyName	Yes	This custom setting is for any client using the JPM Chase Bank web platform. It suppresses the company name from the NACHA file on records 1 and 5. The company name displays as spaces.
NACHA	SuppressTotals	True	This setting applies to the Wells Fargo NACHA format. This setting does not apply to the ARP file. This setting excludes total lines in the PR NACHA file.
NACHA	TraceNumber	XXXXXXXXXX	This setting allows the bank (BOA) to enter a trace number.
NACHA	UseDiffCompany	<company number>	This setting allows you to enter the company number of the company name you want to use.
PAY	MaxDaysForTKImport	(number of days)	This setting controls the maximum number of days between the earliest and latest dates of the timekeeping imports. When this setting is not used, the default range is 40 days. Important: The date range refers to the date range in the file. WinTeam will import any record regardless of the date of the record as long as the range in the file is within 40 days.
Paycheck	401KDescription	403b OR 408k OR 408p	This setting will change the 401(k) Earnings Description and the Deduction Description on the check.
Paycheck	401kEarningsDescriptionOnly	401K Earnings	This setting will change just the 401K Earnings Description on the check.
Payroll	AbsenceTrackerAddOnly	Yes	Employee Absence Tracker This setting prevents changes to any existing line or the deletion of any existing line. You can only add absence rows. If the User has the Admin check box selected in the User Security area, they are able to change and delete rows. REMOVED AND ADDED SECURITY FEATURE 5.2
Payroll	ADPCobraExport	Yes	x
Payroll	ADPTaxFiling	Yes	This setting adds an ADP menu under Payroll. The ADP Defaults, ADP Labels, and ADP Tax Filing screens are available. It also adds a Tax Code field in PAY: Taxes.
Payroll	AllowAbsenceEntry	Yes	Employee Absence Tracker This setting bases the Absence Tracker security on HR Tracker Read Security.
Payroll	AutoBatchLockCompany	Yes	Check Processing Wizard This setting prevents a User from changing the Company # of a check in an Auto Batch. Unless this setting is in place, a User can change the Company Number of a pay check record provided they have the proper security to do so.
Payroll	BackDatePayInfo	#	Employee Master File (Pay Info tab) and Employee Pay Rate Creator. This setting restricts the ability to add a new record to the Pay Info tab for more than x days in the past. This setting applies to the Effective Date in Employee Pay Rate Creator and Prorate Salary. # is number of backdate days
Payroll	BackDateStatus	#	Employee Master File (Status Info tab) This setting restricts the ability to add a new record to the status Info tab for more than x days in the past. # is number of backdate days.
Payroll	BenefitCategoryDescription	"enter your description"	This setting allows you to change the name of the Benefit Category field label to be whatever your company would like it to be (i.e. Vacation Category). If you are using the Allow 2 Benefit Categories field, then that feature will override this setting.
Payroll	BenefitCategoryRequired	Yes	Employee Master File (Other Info tab) This setting makes the Benefit Category field a required entry in the Employee Master File (Other Info tab).
Payroll	BenefitEEReload	Yes	Employee Benefit Tracker If you access the Benefits By Employee screen from an Employee Master File record, and then change the Employee Number on the Benefits By Employee screen, this setting will load the Employee record that corresponds to the changed Employee # when closing the screen.
Payroll	BirthDateRequired	Yes	Employee Master File This setting makes the "Birth Date" a required field.
Payroll	BypassPayWriteSecurity	Yes	Employee Time Off Planner This setting bypasses the Basic Write Security for the Time Off Planner. When this setting is in place, it allows the user who has access to the Time Off Planner and Basic Read Permission for the employee to edit the Time Off Planner.
Payroll	ClassificationDefaultPS	Yes	Classification add/edit list This setting defaults the "Upload Hours to PS" for any NEW Classification record.
Payroll	CustomBiWeekly	Yes	This setting allows payroll to be run for any date range.
Payroll	DateFullTime	FMLA Credit Date	Employee Master File This setting will replace the Date Full time label in the Employee Master File (Other Info tab) screen with the value entered with this setting. The Employee Master File Report will also be changed to replace the Date Full Time label with the value entered for the Custom Setting. If this setting is used, the system will not check to see if this date is greater than the hire date. Tool tips display for approximately 35 seconds.
Payroll	DisableCustomFields	#,#,#	This custom setting allows custom fields to be disabled on the Custom Fields tab in the Employee Master File.
Payroll	DisableTaxWithholding	Yes	Employee Master File (Tax Info) This setting locks Additional Withholding fields on the Employee Master File (Tax Info tab). This will lock Additional Withholding fields for Local fields.
Payroll	EligibleForRehire	True	This setting automatically selects the 'Eligible for Rehire' check box when an employees status is changed from Inactive to Active. This only affects employees that are marked as Inactive once the Custom Setting is put in place. It does not impact current Inactive employees.
Payroll	EmployeeAdditionalLocations	Yes	Employee Master File (General tab) With this setting in place, an 'Additional Locations' button is enabled next to the Location field in the Employee Master File (General tab). This allows you to share the employee at other Locations, therefore allowing a Supervisor with rights to that Location to see and schedule the employee in PS Schedules. For more information see Sharing Employees at other Locations for Personnel Scheduling.
Payroll	EmpMasterLink	Yes	Other Comps and Deducts (History tab) This setting defaults the Other Comp/Ded (History tab) to Group By Employee Master File Link. Without this custom setting the normal default will be to group by Compensation or Deduction record.
Payroll	ExportToTT	No	This setting was removed in WT 5.3.55x. It has been replaced with a check box on the PAY: Defaults (Employee Master File Settings tab). Employee Master File This setting is used to ensure that the Export to TT check box (Employee Master File (Other Info tab))remains cleared (NOT SELECTED) when adding a new employee.
Payroll	MaximumAge	#	This setting enables the hard-coded maximum age of 90 to be overwritten in order to eliminate invalid birth dates entered into WinTeam. When the setting is NOT in place, WinTeam considers valid birth dates to use the hard-coded maximum age of 90. When the setting is in place, the value entered will override the hard-coded value.
Payroll	MinimumAge	#	This setting enables the hard-coded minimum age of 16 to be overwritten in order to eliminate invalid birth dates entered into WinTeam. When the setting is NOT in place, WinTeam considers valid birth dates to use the hard-coded minimum age of 16. When the setting is in place, the value entered will override the hard-coded value.
Payroll	NACHAReportName	<value>	PAY Report: NACHA Bank TransmissionView ARP / NACHA Formats View ARP / NACHA Formats for Canada
Payroll	NACHAReportName	BOAFixed	Creates NACHA Bank Transmission Report in the Fixed Length format required by Bank of America.
Payroll	NACHAReportName	JPM	PAY Report: NACHA Bank Transmission This setting can be used to create a special PR NACHA format exactly like the ARP format EXCEPT it will not have a header record OR footer record.
Payroll	NACHAReportName	RegionsCSV	Creates NACHA Bank Transmission Report in the .CSV format required by Regions Bank.
Payroll	NACHAReportName	WellsFargoES	In addition to this setting being used for NACHA format, this setting includes the Company Address below the Company Name for window envelopes for T4 forms.
Payroll	PrimaryJobChangeMessage	True	This custom setting makes a message box display when a user changes an employee's Primary Job. The message box reminds the user that a change to the employee's Benefit Category may also be required.
Payroll	PTCHolidayUpdate	Yes	Timekeeping Selection Options This setting will show a special frame on the Timekeeping Selection Options screen. There, you can specify which days are special holidays. When you import Permanent Timecards into Timekeeping, it will determine if your hire date is more than 90 days ago, or (<more than 30 days ago> and <more than 30 hours in your PTC>). If so, it will assign a special Hours Type (Category Detail) to your Timekeeping record, as the PTC is imported.
Payroll	PTCHolidayUpdateMinimumDays	(number of days)	This setting works in conjunction with the PTCHolidayUpdate setting. The variable takes away from the 90 day hire date. Example: If an employee is hired on 10/01 and the holiday is 10/10, the employee will get paid for the holiday if the Value is 9 or less.
Payroll	RequireLocal	1 or 2 Depending on which local code you want to require	Employee Master File This setting requires a User to enter a Local Code in the Employee Master File (Tax Info tab) screen. You can require either Local Code 1 or Local Code 2.
Payroll	RequireEmail	True	PAY: Employee Master File This setting makes the email address field a required entry.
Payroll	RequireTitleAndBenefitClass	Yes	PAY: Titles This setting makes the Title Type and the Benefit Class required fields on the Titles screen.
Payroll	ServiceCreditDateRequired	Yes	Enable this custom setting to make the Service Credit Date field on the Other Info tab of the Employee Master File a required field.
Payroll	UniqueEEDBList	WTDB1,WTDB2,WTDB3,WTDB4 Enter each database name and separate with a comma.	PAY: Defaults This setting is used to issue consecutive employee numbers across multiple databases. For more information, see Assigning Employee Numbers to Multiple Databases.
Payroll	UniqueEEDBList-AutoAssignEENumber	True	This custom setting prevents the creation of duplicate employee numbers in different databases when the request for an employee number happens within hundredths of a second. For this custom setting to work, it must be enabled on all databases, and the Computer Assign option on the Employee Master File Settings tab of the PAY: Defaults window must also be selected for all databases. The system will then validate the employee number does not exist between databases when saving a record and assign a unique employee number.
Payroll	UseCustomField1	Yes	This setting adds a column to the right most position in the Centro payroll outsource file that is populated with information from the Custom Field 1 in the Job Master File.
Payroll	VacDateFirstEligibleRequired	Yes	Employee Master File (Other Info tab) This setting makes the Date Vacation First Eligible field a required entry whenever Vacation is selected in the Eligibility area of the Other Info tab. This setting also defaults the Vacation Eligibility check box to be selected when adding a new employee.
Payroll	ValidateDDInfo	Yes	PAY: Direct Deposit Information This setting forces a User to reenter Routing and Account Number information when entering or changing Direct Deposit information. For more information see Validating Direct Deposit Information.
Payroll	ValidateSSN	Yes	PAY: Employee Master File This setting displays a social security validation popup when entering a social security number on a new employee record.
PayrollExport	IncludeOTRate	True	This custom setting includes the OT Rate (overtime rate) in the ADP–IPSV18.5 payroll outsource payroll file.
PayrollExport	iSolvedFormat	True	This custom setting adds the following fields to the iSolved payroll outsource file: E_SPSL22_Hours E_Retro_SPSL_Hours E_EXCL PAY_Hours Note: These fields must also be added to the Export Code in the Hours Types Defaults window to display in the file.
PayrollExport	PrependJobNumber	(The Prefix you need)	This custom setting adds a prefix to the Outsource Payroll file. This will show in the file in the Labor Assignment Column.
PayrollTAJ	GenLiabExcludePremDollars	Yes	PAY: General Ledger Update This setting was created so that when updating the Tax Allocation Journal for each payroll, the wages used for calculating the General Liability payroll tax will exclude premium dollars from its calculation. If your insurance carrier considers premium dollars exempt from general liability insurance, use this Custom Setting.
PayTimeOffPlanner	HideBenefitCategory	Yes	This setting hides the Benefit Details grid in order to expand the Planner Details grid. The Comments field has zoom ability.
PermTimeCard	AllowUnlimitedHours	Yes	This setting will overwrite the 24-hour limit.
TimesheetPrint	GrayTotals	Yes	This setting will gray the sub total and total column headings and the Hours field of these columns so that no one is tempted to “write” in these boxes. This setting works with all Timesheet Types, by Job and by Employee.
TimesheetPrint	GrayTotals	True	PAY Report: Timesheet Print buttonClick (or press ALT + P) to send the report to your default printer.This setting will gray the sub total and total column headings and the Hours field of these columns so that no one is tempted to “write” in these boxes. This setting works with all Timesheet Types, by Job and by Employee.
TimesheetPrint	IncludeLunchTimes	True	This setting includes a message and a place for each employee to sign to state that they received all of their meal and rest periods.
TKImport	DefaultDirectory	c:/TKImports	This setting can be used to set a default file path when using the import from an Excel spreadsheet Custom Setting. The value is the default file path.
TKImport	DeleteFile	Yes	Timekeeping Import This setting deletes the file used for importing timekeeping as soon as the import is finished. This setting is NOT recommended unless you have kept a copy of the file somewhere else. The WinTeam system does not keep a copy of this, so once it is deleted, you will not have a copy.
TKImport	ExcludeTermEmpsTK	True	Timekeeping Import This setting will exclude inactive or LOA Employees from being imported from a spreadsheet and then will list in a report all Employees whose Termination Date is not current. This will alert you of the employees who are rehired and their status has not been changed to an active status in WinTeam yet.
TKImport	ImportPayRate	Yes	Timekeeping Import This setting (TKImport, ImportPayRate, Yes) was created to allow Pay Rates to be imported with the timekeeping record, if one is indicated in the spreadsheet for the timekeeping record(s). You must already be using the TKImport, UseXlsfile, True Custom Setting. This setting will validate the Pay Validation values for Min and Max in Payroll Defaults. If there are pay rates outside the range it will display a grid with a list of errors and deny the entire file.
TKImport	ImportTicketNumber	Yes	Timekeeping Import This setting allows you to import a Work Ticket Number with the spreadsheet upload. You will need to add a column to the file called: TicketNumber.
TKImport	UseDATFile	True	Timekeeping Import When this custom setting is used the system imports the file located in this path— C:\EMS_SYS\TimeAttn.date
TKImport	DuplicateRecordCheck	Yes	This setting allows the system to check for duplicate records during the Timekeeping import process. If duplicates are found, a message displays letting the user know how many duplicates were found.
TKUPLOAD	ImportHours	Yes	Timekeeping Upload This setting opens a search file so you can select the file to import.
TKUPLOAD	SplHours	Yes	Timekeeping Upload This setting allows an hours field to be added to the end of the current file format and this hours field will be imported instead of the hours and lunch time being calculated.

Personnel Scheduling

List of Custom Settings for Personnel Scheduling

Section	Item	Value	Module and Purpose
PersonnelScheduling	AllowTicketsInShiftDetails	Yes	This setting displays the Ticket column in the Shift Details for the Working schedule in the PS Schedules window. The Ticket column never displays in the Master Schedule, even when this custom setting is used. After the PS Wizard has been processed, each work ticket in PS Details flows to Timekeeping. You cannot edit the work ticket after the PS Wizard has been processed. When you insert a shift, the new shift does not copy the work ticket number from the shift being copied.
PersonnelScheduling	BillCodeMarkup	Yes	In the Bill Code Categories, Category Detail entries can be linked to existing Category Detail entries within the same Bill Code Category. A Parent Invoice Description is available for selection when the custom setting is entered. The Parent Invoice Description combo contains all Invoice Descriptions under the Category Details which do not have a Parent Invoice Description set. This prevents a parent, child, grandchild relationship. Once a parent has been selected for a Category Details Invoice Description, a Bill Rate Multiplier is available for use on Bill Codes by job. The Invoice Details grid will display the parent child relationship set up in Bill Code Categories when adding a new Bill Category or when adding the parent Invoice Description to the Invoice Details grid. Changes to the Bill Code Category are not automatically reflected in the Invoice Details grid, a new entry must be created.
PersonnelScheduling	ConflictsNotAllowed	Yes	PS Schedules This setting prevents scheduling an employee in PS schedules if they have a conflict. A warning message will display. This setting also performs an additional check when scheduling an employee. When this setting is in place, and you are on the Master Schedule, AND the Posts are set for rotation, WinTeam will not display messages when conflicts are detected.
PersonnelScheduling	CorporateUser	Yes	.
PersonnelScheduling	DefaultValue	Hours	PS Schedules This setting allows you to set the default view when opening PS Schedules. The Values are: Times, Flags, Status, or Hours.
PersonnelScheduling	HideValidationsCheckbox	Yes	PS Schedules This setting will hide the Perform Validation Checks check box. It defaults as selected, but is hidden until the Personnel Scheduling, PerformValidationChecksDefault, No is set up.
PersonnelScheduling	KeyShiftDetailsDelay	Milliseconds (e.g. 500)	Prevents instant reloading of data when moving from on cell to another quickly using the arrow key. For example, you may need to go from cell 4 to cell 1 and do not want data for cells 2 and 3 to load. Setting a delay would prevent the extra data from loading.
PersonnelScheduling	ClickShiftDelay	Milliseconds (e.g. 0)	Prevents instant reloading of data when moving from on cell to another quickly using the mouse.
PersonnelScheduling	MinimizeInteractiveScreens	No	Interactive Reports Use this Custom Setting to NOT minimize interactive reports when drilling to the Scheduling screen. This setting effects the Overtime Review, Exceptions Review, Hours Summary, and Conflicts Review screens.
PersonnelScheduling	PerformValidationChecksDefault	No	PS Schedules This setting clears (unchecks) the Perform Validation Checks check box in PS Schedules. For more information, see Schedules.
PersonnelScheduling	ShowBillAndPayRates	Yes	Detail Cell Information This setting displays Pay and Billing Information by default on the Detail Cell Info screen.
PersonnelScheduling	ShowSplittingShiftsCheckbox	No	Schedules and some Scheduling reports This setting hides the "Show Dividing Shifts" check boxes on the Schedules, Hours by Job, and Hours by Employee screens. It also hides the check box on the Scheduling Activity Report and the Scheduling Report. For more information, see Understanding Divided Shifts in Personnel Scheduling.
PersonnelScheduling	SupressPurgeWarning	Yes	This setting suppresses the purge message on the PS Rollover.
PersonnelScheduling	ValidatePostCriteriaAlways	Yes	PS Schedules This setting causes validation checks to always occur for the following validation checks independently of the Perform Validations Check check box. - Always check the Employee Class and Employee Types - Always check for Compliance Requirements If the setting does not exist, these items are checked only if the Perform Validations check box is selected.
PersonnelScheduling	ValidateVacation	Yes	Detail Cell Information This setting warns user if the Hours Type Description is non-exempt from Overtime Rules. See Non Billable Type.
PostWatch	MinutesUntilForcedRequery	XX	Post Watch This setting allows you to specify the maximum number of minutes before a forced requery occurs. Once the "X seconds since last requery" exceeds the Custom Setting limit, then the grid requeries.
PostWatch	PunchesRequired	Yes	Post Watch This setting can be used to hide the Verify EE as In w/o Punch and Verify EE as Out w/o Punch commands in the Edit menu of the Post Watch screen. This is useful for clients using TeamTime who do not want employees being clocked in or out without creating TeamTime records.
PostWatch	ViewByName	Yes	Post Watch This setting defaults the Job Name to display before the Job Number in the Description column by default. If this setting is in place, the system automatically displays By Job Name when the screen is accessed.
PS	DisableResearchButton	Yes	This custom setting can be used to disable the Research button in the Shift Details panel of the PS Schedules window. This button displays by default when the TeamTime module is used as part of WinTeam.
PS	JobBoardDateRange	<1-60>	Use this custom setting to increase the number of days to show open positions on the self-scheduling Job Board. By default 30 days display, but if you use this custom setting, you can display a maximum of 60 days.
PS	PriorDayPunch	true	This custom setting is used with Enhanced Reconciliation. It enables the automatic insert of records into a previous day and adjustment to the current record when an employee started a shift a few minutes before their midnight shift. Without this automation, schedulers must manually make these inserts and adjustments. Important: The value for the custom setting must contain a lower case t (true) to work. It will not work if it contains an upper case T (True). This issue will be fixed in an upcoming WinTeam release.
PSHBC	PrintOvtHrs	Yes	PS Report: Hourly Billing Comparison This setting displays the OT and DT hours based on actual paid hours instead of scheduled hours.
PSPostSetup	HighlightRequirementsTab	Yes	This Custom Setting enables the Requirements tab on the Post Set Up screen to stand out with red text so that Users do not forget to look at that tab when setting up a new post or determining the requirements for the post.
PSReports	CheckPrimaryJob	True	With this setting in place a "J' displays before the day of week on the report when employee has a different Primary Job. If the setting is not in place, nothing displays for employee when they work at their Primary Job.
PSReports	PrintAssignmentDate	Yes	This setting appends EMF Custom Field #1 to the Employee Name on the grouping title when the SAR is grouped by 'Post Descr & Empl Number'. There is no change to the other grouping options. Custom field in Employee Master File must be setup using a Field Type of Date.
PSReports	PrintExtraSignatureLine	True	PS Report: Timesheet by Job This setting will print a separate signature line for In Time, as well as Out Time. This setting does not allow for the printing of the Rest Period Acknowledgement check box for the Meal Period fields.
PSReports	PrintNonBilledOT	No	PS Report: Scheduling Activity Use this setting to exclude the Non Billed OT Hrs % from the report.
PSReports	PrintNonBilledPaidOT	Yes	PS Report: Scheduling Activity Use this setting to base the Scheduling Activity report on Paid Hours, instead of billed hours. A Non-Billed OT % based on Paid hours will print to the right of the Non-Billed OT % based on Billed Hours on the report. The percentage calculation is based on the following formula: (OT Paid - OT Billed) / All Hours Paid (Regular, OT, Training etc) Non-Billed Paid OT %
PSReports	UseCAFormat	True	PS Report: Timesheet by Job This setting gives an option to create a report for California businesses, Daily Sign In Sheet.
PSRollover	RolloverNotes	Yes	This setting include any Notes from the Master Schedule in the newly created Schedule when using the Rollover process.
PSRollover	WeeksBackAllowed	#	This setting adjusts the number of weeks back allowed that the schedule can be rolled over for. This is a helpful custom setting during testing phases and if a week was missed.
PSSchedules	JobCount	<number>	PS: Schedules This setting changes the number of records that display in the Job Lookup. Applicable for users who have access to less than 300 Jobs.
PSSchedules	UseOnDutyMealPeriod	Yes	Post Setup This setting will add an On Duty Meal Period column to the Post Setup screen. This will automatically put On Duty for the Meal Start and Meal End fields on the Approve Time Worked screen in eHub Web.
PSSchedules	UseOvertimeProcessor	Yes	PS Schedules When this setting is in place, the Schedules screen will use the Overtime Processor when checking to see if an employee will go into overtime when scheduled for the cell. It this setting does not exist, the Schedules screen uses the normal, simpler overtime check where it only determines if the employee is going to be scheduled for hours greater than 40 in the scheduled week.
PSSchedules	UseTwoWeekSummary	Yes	This setting enables viewing of a 2-week schedule. Once the setting is in place, an Hours Summary - 2 Weeks option is available from the Summarize Hours menu. See Hours summary - 2 Weeks.
PSSchedulingReport	EnableToDate	Yes	Employee Schedules Only This setting enables the report to run for up to 31 days by enabling the Date To field.
PSWizard	SortByShiftTimes	True	This setting changes the order of the Billing Description that is updated when the Personnel Scheduling Wizard is run when printing both the Employee Name and Shift Times on the Invoice. When creating invoices using the Update Schedules to File program, if you select the "Include Daily Details on Report" check box, then the invoice details are created in "shift time order" within each day and billing description. Important: If this custom setting is being used and the ARInvoices \| SortDetailsByDateTime \| custom setting is also set to Yes, then this custom setting will be overridden by the AR Invoices custom setting.
UpdateSchedulesToAR	ExcludeOpenPOs	Yes	This setting displays an Exclude Open PO's check box on the Update Schedules to AR screen once the Special Customer Grouping check box is selected. When this check box is selected, the system will wait to create the invoice until all the PO's are finished. For more information see Grouping Invoices using Purchase Order Numbers.

System

List of Custom Settings for System

Section	Item	Value	Module and Purpose
Addresses	UseZipsForCityState	Yes	This setting turns on the Zip Code feature which auto populates the City and State fields based on the Zip Code entered and removes the City and State fields from the tab stop order. Canadian Postal Codes are also in the zip/postal codes database.
Addresses	TabCityState	Yes	This setting leaves the City and State fields in the tab stop order when the Zip Code feature is turned on.
AutoUpdate	BackupDatabase	No	System Defaults–Use this setting to disable Database Backups during the Automatic Database Update. IMPORTANT!! If the update fails and you have added this setting, the Automatic Update will not have a previous copy of the Database to restore.
AutoUpdate	BackupDirectory	<Location on the SQL Server where you want the backups stored>	System Defaults–This setting allows you to specify the location of where the Automatic Database Update will store the Database Backup files.
AutoUpdate	DatabaseUpdate	No	System Defaults–This setting may be used to turn off the Automatic Database Update Program for all Users.
AutoUpdate	DataUpdatePerformedBy	<WinTeam User Name>	This setting allows a single user to perform a database update.
AutoUpdate	DisconnectSession	Yes	This setting allows an update session to be disconnected.
AutoUpdate	SuppressMessages	Yes	This setting disables the choice of whether or not to perform updates. Using this setting automatically assumes the User wants to perform the updates.
DriveSpace	C	10	This setting can be used to change the minimum hard drive space that is checked during a database check (when logging in). The "Item" is the drive letter of the hard drive. The "Value" is the size of the drive in gigabytes. Minimum value is "1".
Menu	HideTeamInfo	Yes	This setting will "hide" the Technical Support and Sales information on the Home page. This might be used by a customer in situations where they do not want their staff contacting Team directly, and instead follow their own internal procedures.
MENUS	HIDEPICTURES	TRUE	This setting will remove the Menu map icon from the WinTeam toolbar and Menu maps will no longer be available. For more information, see System Defaults.
QL	RequireFilter	Yes	This setting is used to require the User to enter at least one filter criteria when using the Find Employee screen.
Reports	HideDateTime	Yes	This setting hides date/time on reports. Also, this setting will display 10 "X"s in place of the machine name for PAY: Unemployment Compensation report formats.
SYS	AlloweHubSSO	Yes	This custom setting allows single sign-on (SSO) to be used when users are logging in to eHub. Note: There is additional configuration required to use SSO–this custom setting is only one component of it. See eHub Single Sign-On on Mobile Devicesfor details.
System	AutoSaveExport	Disk	This setting makes accessing exported files from WinTeam faster. When it is enabled, and you export from a report (PDF, XLS, XLSX, or CSV) or from a grid (XLS or XLSX), a browser window opens where the file is displayed. The system also automatically saves PDF files in your Downloads folder. For the other file types, it gives you the option to download the file to your local network.
System	StartupScreen	"SCREEN NAME" frmPS_Sched	This setting enables a specific screen to load when a User logs in to WinTeam. Form name must be used for the value.
Team	ShowMap	No	This setting hides the Google Mapping button on the AR Customer Master File, AR Invoices, AR Recurring Invoices, AP Vendor Master File, Job Master File, Employee Master File, TeamBid Prospects, WS Schedules, and SYS Contacts screens

TeamTime

List of Custom Settings for TeamTime

Section	Item	Value	Module and Purpose
TeamTime	NewPunchTimesLabels	True	This custom setting for TeamTime on eHub Mobile is used when there are jobs in multiple time zones. When it is enabled, a single time stamp is always displayed instead of two timestamps; one for local time and the other for server time. The single time stamp that displays is for the job timezone and includes the job timezone abbreviation. See TEAM Software Release Notes January 2023 for details.
TTCustomRound	JobCustomField	1-39	These two custom settings work together to allow you to round all times to the quarter hour for selected jobs when transferred from TeamTime to WinTeam. You can set up the first custom setting, but the second custom setting must be set up by TEAM before it can work. Important: You should consider the impact of labor laws before rounding punches. For example, the individual punch times for meals are not rounded to the quarter hour and the resulting calculation of the elapsed time of the meal is rounded according to your rounding rules in Pay Defaults. The value of the first setting is the custom field number in the Job Master File that you want to use for custom rounding. The second setting populates that custom field with a drop down list that contains two choices—True or False. You can then select custom (quarter hour) rounding for a particular job by choosing True in this custom field of the Job Master File. If you select False, then the default for rounding from Payroll is used. These settings override any normal rounding, snap-ups, or adjustments. This has no effect on WinTeam adjustments. If a timekeeping change is made on a record that had the quarter adjustment/rounding, it would revert to the payroll default rounding setting in Payroll Defaults. If you need to make changes to timekeeping for jobs that need the quarter hour rounding, you should enter times and adjust hours to reflect quarter hours. Note: When the TeamTime upload activity takes raw punch data from TeamTime and inserts it into WinTeam, the In and Out punch times are also rounded to quarters. The original punches still exist in TeamTime, it's just the rounded punches that come into WinTeam. The rounding uses a 7 minute logic: :53 - :07 Rounded to :00 :08 - :22 Rounded to :15 :23 - :37 Rounded to :30 :38 - :52 Rounded to :45
Synchronizer	CustomRoundTimes	True/False

Section

Item

Value

Module and Purpose

TeamTime

NewPunchTimesLabels

True

This custom setting for TeamTime on eHub Mobile is used when there are jobs in multiple time zones. When it is enabled, a single time stamp is always displayed instead of two timestamps; one for local time and the other for server time. The single time stamp that displays is for the job timezone and includes the job timezone abbreviation. See TEAM Software Release Notes January 2023 for details.

TTCustomRound

JobCustomField

1-39

These two custom settings work together to allow you to round all times to the quarter hour for selected jobs when transferred from TeamTime to WinTeam. You can set up the first custom setting, but the second custom setting must be set up by TEAM before it can work.

Important: You should consider the impact of labor laws before rounding punches. For example, the individual punch times for meals are not rounded to the quarter hour and the resulting calculation of the elapsed time of the meal is rounded according to your rounding rules in Pay Defaults.

The value of the first setting is the custom field number in the Job Master File that you want to use for custom rounding. The second setting populates that custom field with a drop down list that contains two choices—True or False.

You can then select custom (quarter hour) rounding for a particular job by choosing True in this custom field of the Job Master File. If you select False, then the default for rounding from Payroll is used.

These settings override any normal rounding, snap-ups, or adjustments. This has no effect on WinTeam adjustments. If a timekeeping change is made on a record that had the quarter adjustment/rounding, it would revert to the payroll default rounding setting in Payroll Defaults. If you need to make changes to timekeeping for jobs that need the quarter hour rounding, you should enter times and adjust hours to reflect quarter hours.

Note:

When the TeamTime upload activity takes raw punch data from TeamTime and inserts it into WinTeam, the In and Out punch times are also rounded to quarters. The original punches still exist in TeamTime, it's just the rounded punches that come into WinTeam. The rounding uses a 7 minute logic:

:53 - :07 Rounded to :00

:08 - :22 Rounded to :15

:23 - :37 Rounded to :30

:38 - :52 Rounded to :45

Synchronizer

CustomRoundTimes

True/False

Work Scheduling

List of Custom Settings for Work Scheduling

Section	Item	Value	Module and Purpose
WorkScheduling	PrintItinerary	Yes	This setting automatically selects the Print Itinerary check box on the WS: Schedules General tab.

WinTeam

List of Custom Settings for WinTeam

Section	Item	Value	Module and Purpose
Reports	PreviewModeless	No	This custom setting allows you to opt-out of the feature that allows you to view a report while working in another window in WinTeam. This report viewing feature is enabled by default.
Reports	ShowServerPrintDialog	Yes	This setting allows SaaS customers the ability to use Uni-Print for alignment purposes before printing to their local printers. The print dialog box will display when printing for the following screens, PAY: Reports: W-2, PAY: Print Checks, AP: Print Checks and AR: Invoice Entry.
WinTeamExit	WinteamNoPrompt	True	This custom setting prevents the window close message box from displaying when the user closes WinTeam. This setting is automatically added when the user checks the "Don't show this message again" check box on the confirmation message box. Also, this setting is user specific and requires the User Name value to be entered.
WinTeamQA	TKPayRates4DecimalPlaces	True	The default display for the Net Pay Rate, Base Pay Rate, Add On Rate, and Extra Pay Rate fields in WinTeam is two decimal place even though these rates are stored in the tables as four decimal places. Use this custom setting to change the display to the four decimal place rates stored in the tables.

Deprecated

List of Deprecated Custom Settings

We no longer support these custom settings. They are listed here for reference only.

Section	Item	Value	Module and Purpose
ActionItems	UseSMS	Yes	Enabled the SMS for TeamTime Action Items feature while it was in development.
APCheck	UseOldFormat	True	Allowed users to use old check formatting (Canada only)
APNACHA	OnePennyPreNote	Yes	AP–Used when sending a test file to the bank to verify the format was correct by checking the pre-note option. Instead of sending a 0 amount as the check amount, .01 was sent instead to check that the vendor was receiving the money. It was only used for the normal formats (CTX, PPD, STP & CCD)
APNACHA	ShowCompany	TRUE	AP–Displayed the Company ID
APNACHA	UseAccountNumber	TRUE	AP–Replaced the transit routing number with the account number
APNACHA	UseDifferentAccount	TRUE	AP–Used an account number other than the default
ARAging	SortbyAmountDue	1	Sorted the AR Aging Report by the amount due
AuditHistory	Enabled	True	Enabled the enhanced auditing and logging feature when it was in beta testing.
AutoUpdate	AllowLockOut	Yes	Locked users out of the P file (if versions are different)
AutoUpdate	AllowOldProgramVersions	Yes	Allowed users to log into WinTeam using a Program File with an older version than the Data file.
AutoUpdate	GetLicenseInfo	Yes	Disabled Web connection for updates
AutoUpdate	ProgramUpdate	No	Turned off automatic program updates
CPWIZ	IncludeNDBonus	Yes	Controlled the updated Nondiscretionary Bonus functionality when it was in development.
CPWIZ	IncludeNDBonusinWA	Yes	Maintained the existing Nondiscretionary Bonus functionality when the updated functionality it was in development.
CPWIZ	TridonExport	Yes	PAY–Replaced by CPWIZ ADPExport
GLBudget	UpdatePeriods	True	Enabled the Update Budgets button to display on the GL Budgets window–this button was used to force the budgets of all fiscal periods to be equal to one of the fiscal period budgets.
GLEntriesAdjusting	ADP	Yes	Used to import details from an ADP file.
GLEntriesAdjusting	AutoDecimal	Yes	Automatically entered the decimal point when amount were entered.
GLEntriesAdjusting	PayChex	Yes	Used to outsource payroll using RapidPC.
Inventory	DropshipImport	Yes	Enabled an Import button that allowed the user to import a .csv file that contained drop ship information. This setting was replaced with the Import Feature.
LaserPRCheck	ADPTaxFiling	Yes	Displayed the ADP Defaults, ADP Labels, and ADP Tax Filing options in the Payroll ADP menu.
LaserPRCheck	GrossPay	Yes	Unknown
LaserW2	MPR	Yes	Adjusted the Québec RL1 file.
NACHA	UseAccountNumber	True	PAY–Replaced the transit routing number with the account number
NACHA	UseDifferentAccount	True	PAY–Used an account number other than the default
PSReports	ExpandDateRange	Yes	Expanded the date range for the Scheduling Activity Report.
TeamTime	NewPunchTimesLabels	True	Used by TeamTime on eHub Mobile with multiple jobs in multiple time zones. It enabled a single time stamp to always displayed instead of two timestamps (one for local time and the other for server time). This type of display is now available by default and does not require a custom setting.
TKImport	UseXlsfile	True	Allowed timekeeping records to be imported from an Excel spreadsheet
TKReport	SplSummary	Yes	Displayed a Print Special Summary Report check box in the PAY Timekeeping Report options.