System Settings — Tips

System Settings — Tips & Tricks

What this screen is for. Admins configure IM2's system values, defaults and automatic behaviours (FieldPulse/BuilderTrend polling, POs, posting switches, Rush alerts) here. The dropdown lists moved to the separate Tables screen.

What you do here

• Open System Settings from the top bar (admins only) to review current values and defaults.
• Type a new value into a setting box, then click Save settings at the bottom.
• Clear a box and save to revert that setting to its built-in default.
• Enter Income account and Expense account names exactly as they appear in QuickBooks.
• Set Allow Auto-Create POs and Allow Inventory Posting to QB to Yes or No as needed.
• Set FieldPulse and BuilderTrend polling to whole hours between checks: 0 is off, 1 is hourly, 24 is once a day. That number is the schedule.
• Click Open Tables, Open Permissions or Open Rush Alert Contacts for the lists, access levels and texting recipients.
• Check the change history to confirm your name, old value, and new value were recorded.

Watch out

• Don't type an account name that doesn't exist in QuickBooks; nothing checks it until the item is rejected later.
• Units of measure, item groups, Gen-Loc, count groups, RO classes and holidays are NOT here — they are on Tables, which has its own permission.
• Keep Allow Inventory Posting to QB set to No during testing; turning it on lets Post buttons write to QuickBooks.