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Owners are configured in Setup / Users & Accounts / Owners / Configuration |
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The information in this panel reflects the sub-menu settings you have selected. From here you can modify owner settings (note: fields with a red left border are required, fields with purple text are read-only and cannot be modified).
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The currencies setup here can be selected when configuring an account's currency and also when configuring packages /wiki/spaces/V10/pages/588447960 in the product catalog.
For instructions on how to add, remove and modify currencies see the Financial Settings Configuration Example article.
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Password Expiry: how frequently the user's password will expire (e.g. every 3 months)
Reset Period Length: how long the user will remain locked out once they have reached the 'Max Failed Sequential Logins' value has been reached
Password History Policy:
History Length: how long previously used passwords will be remembered. This prevents password reuse within the time frame specified
Intruder Lockout Policy:
Max Failed Sequential Logins: the number of login attempts before the user is locked out. Once the 'Reset Period Length' has been reached the user will be able to attempt additional loginsno longer be locked out and additional login attempts can be made
Password Complexity Policy:
Minimum Length: the minimum number of characters the password can be set to
Apply Password Blacklist: allows you to restrict specific passwords from being set on a user by utilizing the BlackListed Passwords list (this list is configured under the Operations menu / Password Blacklist screen)
Only Allow Specified Characters: restrict the password to only the characters listed in the Valid Characters, Valid Numbers and Valid Symbols fields
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Notice: configuring the settings below after invoices/credit notes have been created within the system can cause overlapping of invoice/credit note numbers. Typically, automatic naming settings should be configured before any invoices or credit notes are generated on accounts. |
Prefix: static text that precedes your invoice numbers (e.g. Invoice 1 is named LB-1). For example, if the prefix was set to “LB-” and the invoice number generated was '1' then the invoice would be named LB-1
Start: the number you want to start your invoice numbers with. If you used a previous billing system and it ended invoicing at the last invoice generated with that system had an invoice number of '1234513788', then you would set this value to 12346 13789 to continue numbering invoices in sequence
Minimum Length: sets a minimum length for all invoice numbers. This setting is used if you want a constant spacing for invoice numbers. Leading zeroes will be used to set the invoice number length to this minimum value. A minimum length of ‘5' 5' would format invoice number 1 as '00001' (assuming the Start value above was set to '0’)
For an example on how to configure an invoice and credit note numbering scheme see the Automatic Naming Configuration Example article.
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From this panel you can view the payment types that are currently setup. When a payment gateway is configured the payment types it supports will automatically be populated on this tab (Visa, Mastercard, ACH, etc.). Each payment type listed on this tab will indicate which payment gateway it goes through, or list no gateway at all if the payment type is strictly used to record payments on an account in the LogiSense Billing application and does not go through a gateway.
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