On registration, default values of Settings are automatically set. Changes to the Business settings may change the behavior of some forms and reports. There are several fields that can be edited at the Business settings form. The Business settings are grouped into two groups:
General Settings
Notification Settings
Head on to Settings > Business.
General Settings
1. Business/Personal Name
When a user log-in for the first time, he/she is opted to enter his/her personal or business name. This personal or business name can be updated in the Business/Personal Name field in Business Settings.
- From email Address
This will serve as the contact information of the practitioner. It is not related to the email address entered during sign-up. It may also be different from the email address entered in the Support Request form.
- Select Timezone
Suppose the timezone was set to: Australia/Darwin. This timezone set at the Business Settings takes effect for Sessions, Expenses and Clients. That is any date and time field displayed in the in Sessions, Expenses or Clients forms will be based on the Australia/Darwin timezone.
Another implication is that a newly opened Clients form will be pre-filled with the Australia/Darwin timezone. However, this will be overridden when the timezone is explicitly set in Clients page. Suppose the timezone for the client Barry King, is set to US/Central.
Then all session schedules for Barry King will be based on the US/Central timezone even if it was the Australia/Darwin timezone that was set in Business Setting..
The Expense Date recorded in the Expense record will also be based on the timezone set in the Business Settings.
- Start Financial Year
Suppose the Start Financial Year is set to January 3, 2018. Then any reports for Financial Year of 2016-2017 or earlier should be empty - even if there were some data that were entered for 2016-2017.
- Collect Service Tax; and Service Tax Percentage
The Business Settings form has a Collect Service Tax field which is a checkbox. The default value for the Collect Service Tax is unchecked. If it is checked, then the Service Tax Percentage field is displayed or enabled for numeric entry.
If the Collect Service Tax field is unchecked, then the Service Tax Percentage field is disabled or greyed out in the form.
When the Collect Service Tax field is checked, then the GST field will be visible at the Sessions form. The value in the GST field is computed basing from the value of the Cost field (from Sessions form) and from the value of Service Tax Percentage set in Business Settings. In the example below, 3.00 is computed as the 10% of 30.00.
When the Collect Service Tax field is unchecked in the Business Settings, then the GST field will not be displayed in the Sessions form.
When the Collect Service Tax field is checked, then the Service Types form in Settings, displays a Default GST field.
When the Collect Service Tax field is unchecked in the Business Settings, then the Default GST field will not be displayed in the Service Types form.
- Don’t record mileage
If the Don’t record mileage field is unchecked in the Business Settings form, then the Car Distance travelled appears in the Expense Type drop down in the Expenses form.
If the Don’t record mileage field is checked, then Car Distance travelled won’t appear in the Expense Type drop down list in the Expenses form.
- Disable Case Notes
If the Disable Case Notes field is unchecked in the Business Settings form, then Case Notes can be added through the Client Profile page; through the Client sub-menu; or through the Sessions sub-menu. If the Disable Case Notes field is checked, then the Case Notes is disabled from the Client Profile page, the Client sub-menu and from the Sessions sub-menu.
Below is a screenshot where the Case Notes section is visible in the Client Profile page when the Disable Case Notes field is unchecked in the Business Settings.
Below is a screenshot where the Case Notes section will not be displayed in the Client Profile page when the Disable Case Notes field is checked in the Business Settings.
Below is a screenshot where the Case Notes icon is visible in the Sessions sub-menu when the Disable Case Notes field is unchecked in the Business Settings.
Below is a screenshot where the Case Notes icon will not appear in the Sessions sub-menu when the Disable Case Notes field is checked in the Business Settings.
Below is a screenshot where the Case Notes icon is visible in a Client sub-menu when the Disable Case Notes field is unchecked in the Business Settings.
Below is a screenshot where the Case Notes icon will not be displayed from the Client sub-menu when the Disable Case Notes field is checked in the Business Settings.
- Disable Service Tags
If the Disable Service Tags field is unchecked in the Business settings, then the Tag drop down field is displayed in a Sessions form.
Also, if the Disable Service Tags field is unchecked, then on the Settings page, Service Locations appears as one of the options where the user can add more locations.
If the Disable Service Tags field is checked, then the Tag field will not be displayed in the Sessions form. This implies that there should be no Service Tag option to choose from.
Also, if the Disable Service Tags field is checked then on the Settings page, there should be no option for the user to set the Service Tags. The Service Tags option should be invisible there.
- Allow Referrals
If the Allow Referrals field is checked in the Business settings form, then the link to the Client Referrers page is displayed in the Settings page.
Otherwise, the Client Referrers page is not visible in the Settings page.
Also, if the Allow Referrals field is checked in the Business Settings form, then the Add Referral button is displayed in the Sessions form.
Two more fields will appear in the Sessions form when the Add Referral button is clicked. These are the fields: Referrer and Ref. Date.
- Payment terms
The Payment terms field is the number of days that a client’s Owing accounts will be tagged as Overdue accounts.
For example, a client Ryan Newton has two unpaid sessions.
The Cost for each of the unpaid session is:
$102 for the session on February 23; and
$ 30 for the session on February 19.
This can be verified by opening each Sessions record from the Sessions sub-menu.
Owing account is $102 + $ 30 = $132.
Suppose current date is July 12.
When the Payment terms is set to 7 days in Business Settings, then the Overdue account is also $132, because the dates of the sessions have already lapsed more than 7 days.
When the Payment terms is changed to 300 days in Business Settings, then the Overdue account becomes $0. Since the assumed current date which is July 12 is still within 300 days from February 23 and February 19, then those sessions are not lapsed and therefore not an Overdue.
Notification Settings
Send Notification Emails; and Default Notification Email
Jisti also allows flexibility on how notification emails are sent to clients – whether we allow or disallow Notification Emails to be sent.
The Send Notification Emails; and Default Notification Email are two checkbox fields that are under the Notification Settings subgroup in Business Settings. Any combinations of their values have implications on the display of the Add Client form.
At the Add Client form, the Enable Email Notification is displayed or not displayed.
If the Enable Email Notification is displayed, then it is either checked or unchecked.
When the Enable Email Notification is checked, then we allow Notification Emails to be sent.
When the Enable Email Notification is unchecked, then no Notification Emails are to be sent for this client.
When the Enable Email Notification is not displayed in the Add Client form, then then no Notification Emails can be sent for this client.
Below is a matrix, summarizing the logic of the Notification Emails for any combinations of the Send Notification Emails; and Default Notification Email flags.
|
Business Settings |
|||||
|
Case |
Send Notification Emails |
Default Notification Email |
Enable Email Notification field is displayed in Add Client form |
Enable Email Notification field is checked |
Default Action |
|
1 |
Checked |
Checked |
Yes |
Yes |
Notification Emails are to be sent |
|
2 |
Checked |
Unchecked |
Yes |
No |
Notification Emails are not to be sent |
|
3 |
Unchecked |
Any |
No |
|
Notification Emails are not to be sent |
Below are screenshots at the Business Settings for the three cases.
Case 1. Send Notification Emails is checked, and Default Notification Email field is checked.
Case 2. Send Notification Emails is checked, and Default Notification Email field is unchecked.
Case 3. Notice that when Send Notification Emails is unchecked, then the Default Notification Email field will be disabled or greyed out.
The Default Action for the case when Send Notification Emails is checked, can be overridden by what is flagged in the Enable Email Notification in the Add Client form. For example, even if the flags in Send Notification Emails; and Default Notification Email are both checked, but if for a particular client we uncheck the Enable Email Notification field in the Add Settings form, then the action that will take effect for that client will be altered to: Notification Emails are not to be sent.
Send Notification SMS; and Default Notification SMS
Jisti also allows flexibility on how notification SMS are sent to clients – whether we allow or disallow Notification SMS to be sent.
The Send Notification SMS; and Default Notification SMS are two checkbox fields that are under the Notification Settings subgroup in Business Settings. Any combinations of their values have implications on the display of the Add Client form. At the Add Client form, the Enable SMS Notification is displayed or not displayed. If the Enable SMS Notification is displayed, it can either be checked or unchecked.
When the Enable SMS Notification is checked, then we allow Notification SMS to be sent.
When the Enable SMS Notification is unchecked, then no Notification SMS can be sent for the client.
When the Enable SMS Notification is not displayed in the Add Client form, then no Notification SMS can be sent for the client.
Below is matrix, summarizing the logic of the Notification SMS for any combinations of the Send Notification SMS; and Default Notification SMS flags.
|
Business Settings |
|||||
|
Case |
Send Notification SMS |
Default Notification SMS |
Enable SMS Notification field is displayed in Add Client form |
Enable SMS Notification field is checked |
Default Action |
|
1 |
Checked |
Checked |
Yes |
Yes |
Notification SMS are to be sent |
|
2 |
Checked |
Unchecked |
Yes |
No |
Notification SMS are not to be sent |
|
3 |
Unchecked |
Any |
No |
|
Notification SMS are not to be sent |
Below are screenshots at the Business Settings for the three cases.
Case 1. Send Notification SMS is checked, and Default Notification SMS field is checked.
Case 2. Send Notification SMS is checked, and Default Notification SMS field is unchecked.
Case 3. Notice that when Send Notification SMS is unchecked, then the Default Notification SMS field will be disabled or greyed out.
The Default Action for the case when Send Notification SMS is checked, can be overridden by what is flagged in the Enable SMS Notification field in the Add Client form. For example, even if the flags in Send Notification SMS; and Default Notification SMS are both checked, but if for a particular client we uncheck the Enable SMS Notification field in the Add Settings form, then the action that will take effect for that client will be altered to: Notification SMS are not to be sent.
Notification time
Notification time which is in terms of days should be inputted with numeric value.