Server Preferences

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

Select 'Server Preferences' from the 'File' menu in your menu bar. Note this feature is also available in standalone mode.

Changing the Server Preferences

General Settings

  • 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.
General Settings

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.
FTP Setup for Publishing Rates Online

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.
Email SMTP Settings (Outgoing Mail Server)

Administrator Contact Info (Email)

  • You should enter your email and cell phone number in order to be notified when something goes wrong.
  • You may also test your contact info settings by clicking the 'Test SMS' button.
Administrator Contact Info (Email)

Rate Update and Publish Frequency

  • Filling in the 'Rate Update and Publish Frequency' settings is for setting up automatic updates by the server (or standalone).
  • Input your update preference rates and check off 'Update Currency Rates Automatically' as well as 'Publish the XML Rates' if you wish.
  • Click 'Apply'.
Rate Update and Publish Frequency

Compliance and Warnings

  • The third tab in the 'Server Preferences' panel is used to setup warning level and AML Compliance thresholds.
  • If you wish for the warnings to be displayed, make sure that you set the 'Warning Tolerance Level' to 'Normal Mode'.
  • Fill in your preferences using the below as a guideline.
  • Click 'Apply'.
Compliance and Warnings

Override password

  • 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'.
Override password

Other Settings

  • Enter any 'Other Settings' in the next tab.
  • Once you have completed filling in all your Server Preferences click 'Save Settings'.
Other Settings

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