Setting up and changing your Server Preferences.
These preference settings are more so a global setting as opposed to a 'per computer' setting (yet also available in standalone mode).
After you have installed the system, you should make sure to check the server preferences. Compliance features are also part of this section.
Changing the Server Preferences
- Fill out your general settings under the 'General' tab in the 'Server Preference' window.
- Here, you can setup your default 'Buy' and 'Sell' margins.
- Enter your default buy and 'sell currencies under 'Default on Buy/Sell' and 'Most used currencies'.
- You may also wish to check off 'Activate the Rule-Based Fee Structures' and 'Activate the Rule-Based AML Policies' for compliance purposes.
- It is recommended that you check off 'Ask User to Sign-in with Till before creating a new Invoice' and to enter a number less than 150 in the 'Stop filter & queries after__matches' field. If you leave this number at '0' it will slow down your searches.
- You can also add a 'Custom footnote message on printed receipts.
- Click 'Apply'.
- Before you save your general settings, carry on to the next steps.
FTP Setup for Publishing Rates Online
- From the 'Server Preferences' window, click on the next tab 'FTP, Email, Internet' to setup your FTP accounts.
This is important for publishing rates online.
- Enter your 'Host Name', 'User Name', 'Password', 'Ftp Server Path' and 'FTP Port No'.
- Check off 'Automatically Upload XML rates to FTP Server'.
- Test your FTP settings to make sure that your configurations are correct and functioning by clicking on the 'Test FTP Settings' button.
Email SMTP Settings (Outgoing Mail Server)
- The Outgoing Mail Server is needed to send important notifications (such as backup failure or license expiry notices) to the administrator.
- The administrator email and cell phone should be entered as shown below.
- Then Test your FTP settings to make sure that your configurations are correct and functioning by clicking on the 'Test FTP Settings' button.
Administrator Contact Info (Email)
Rate Update and Publish Frequency
Compliance and Warnings
- You can set the system to require a password when there is incoming cash larger than a set amount.
For example; in some banks normal users are not allowed to accept over 5000 cash, yet an administrator or a manager has the ability to bypass this restriction by entering a password.
This password can be different from the administrator's personal password so that it can be given away to managers.
- Enter the minimum cash amount you wish to trigger an override password for next to 'Ask for override password when cash transaction is larger than'.
- Enter an 'Override password'.
- Click 'Apply'.