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

• 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.

• 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.

• 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.

• 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.

• 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'.

• 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'.

• 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'.

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