User Preferences: Unlocking the Power of Customized Preferences per Staff

Unlock the key to optimizing your TPS session for peak efficiency: these adjustments are made specifically for you. Align your TPS session effortlessly with your workflow and daily preferences, creating a personalized experience that reflects your individual work habits. Save time by embracing tailored settings that meet your specific needs. Don't forget, every staff member holds the ability to customize their preferences, guaranteeing a personalized and efficient TPS experience for all.

Customization Options: 

• Auto WIP Time: Automatically set time entry transactions to WIP upon saving.
• Default Minimum Time (Minutes): Set the minimum time for time entry when using the 'Start Timer' feature.
• Start Screen: Choose the default screen that appears upon opening TPS.
• Working Hours Start and End: Define working hours for Calendar Day view.
• Payment - Default Date: Keep the last selected date for all payments to expedite input processes.
• Billing - Default Date: Automatically default to the current session's date when creating bills.
• Save Report Filters: Let the software remember report filter selections for future runs.
• Ignore Inactive Clients in Payment Screen: Hide 'Inactive' clients from the payment screen selection.
• Include Start/Stop Columns in Time & Expense Report Print: Specify visibility of start/stop columns in reports.
• Hide Inactive Clients from Selection Lists: Remove 'Inactive' clients from drop-down lists.
• Hide Prospect Clients from Selection Lists: Do not display clients set as 'Prospects' from selection lists.
• Hide On-Hold Clients from Selection Lists: Exclude clients 'On-hold' from selection lists.
• Show Recently Selected Items on Selection Lists: Organize drop-down lists based on recent selections.
• Hide Inactive Employees from Selection Lists: Remove 'Inactive' employees from selection lists.
• Default Workflow View: Choose the default view for the workflow screen.
• Calendars First Day Of Week: Set the first day of the week for calendar views.
• Show Tax Adjustment: Decide whether to display the tax adjustment question on the payment screen.
• Show Payment Receipt On New Payments: Choose whether to print receipts for new payments; enable or disable the prompt for receipt creation.
• Start New Time Entry After Previous Automatically: Automatically start a new time entry after completing the previous one.

Accessing User Preferences:

• Click on the upper-right section's "Profile icon".
• Locate and select the "User Preferences" option.
  
  

Unlock the full potential of TPS Cloud Axis by personalizing your experience through User Preferences. Tailor your session, streamline your work process, and make TPS work the way you want it to!

axis_support@tpssoftware.com    

Toll-free: 1- 888-877-2231

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