Environment Defaults

Environment settings are used to assign default values for use throughout the system.

Select Environment defaults from either the Pulse menu or the Finder side menu.

Absence

Access restrictions

Log retention days

  • Email:
  • Error log:

Session timeout

  • From here you can set how many minutes a user can sit idle before their session times out. A timeout requires them to re enter their password to resume.
Authorisation

Bank
  • The following defaults are used specifically for cash book related usage.

Cash book transfer batch series

  • A batch definition must be set before Transfers can be processed. If not, the following error will be shown.

Budget

Catalogs

Contacts

Correction

Currency, exchange & rounding

Debt

Document types

  • These are the default document types which are used throughout Iplicit. Some of these are suggestions but some will always be used e.g. "Reversal"
Environment

FA

Financial Statements

FX

  • FX revaluation batch series:

  • Exchange rate type: This exchange rate type will be the document default unless specified otherwise on the document type.

  • Revaluation currency: This is used to set a default currency for revaluation.

  • Revaluation exchange rate type: Used to identify the revaluation exchange rate type.

  • FX financial year group: Used to identify a financial year group as your default.

  • Revaluation cashbook: Tick this box if you wish to revaluate cashbook.

  • Revaluation creditors: Tick this box if you wish to revaluate creditors.

  • By creditor: Tick this box if you wish produce a revaluation document per creditor

  • Revaluation debtors: Tick this box if you wish to revaluate debtors.

  • By debtors: Tick this box if you wish produce a revaluation document per debtor.

  • Revaluation auto reversing: Tick this box if you wish to auto reverse the revaluation document, typically in the following period.

  • FX auto submit: Tick this box if you wish to auto submit the generated documents for authorisation.

  • FX tolerance realised max percentage: Enter a default tolerance max percentage which will be used when processing automated FX realised documents where there is none specified on the legal entity.

General

HR

Interco

  1. Update the defaults for Interco Supplier and Customer Contact Groups.

Tip
  • These defaults will be used when setting Customers or Suppliers for use as an Interco.
  1. Tick "Ignore Interco validation" if you wish to avoid validating the Interco when related documents are being posted into the GL.
Tip
  • This is not recommended as would enable Interco balances without Interco being assigned. It would only be done by exception to avoid Interco balances on e.g. legacy prior year data-take-on movements where the Interco is no longer relevant.

Interco Bulk payments

Loan

Logistics

Maintenance

Multi-factor authentication (MFA)
  • There are a number of options available for MFA. Additionally, Single-sign-on (SSO) can also be used.
Note
  • Each user must activate this in their security settings

  • Communication definition for password reset: when you auto reset an email, this will be the communication sent.
  • Require MFA: tick this box to require MFA by default upon creation of a new user.
  • Enable phone verification: Tick this box to enable users to use SMS as an option for verification for MFA login.
  • Reset passwords & MFA: users that will receive requests to reset MFA and password
Notifications

Password policy

  • Enter values in the settings below to enforce your password policy.

Tip
  • If you wish to use Username and Password as a means of logging in, we recommend a strong password policy to mitigate the risk of unwanted access.
  • However, we more strongly recommend the use of Multi-factor authentication or an SSO solution.
Payments

Period handling

  • Default period format: The date format.
  • Consolidation period code format: Used to set the default code format for the consolidation period.
  • Consolidation period description format: Used to set the default description for the consolidation period.
  • Consolidation year end month: When the consolidation year ends.
  • Year end (balance sheet) rollover attributes: The posting attributes that will be used for aggregated lines as part of the year end process.
  • Year end (profit and loss) rollover attributes: The posting attributes that will be used for aggregated lines as part of the year end process.
Portal

Posting

Products

Project

Purchase

Sales

Single sign-on (SSO)
  • This is a login security option which is an alternative to e.g. Username and password; Azure AD, etc.

    • SSO doesn't require MFA.

  1. Select the SSO Provider(s) you wish to use

    Tip
    • You can choose both Azure AD and another e.g. OneLogin

  2. Select the Azure AD Tenant ID

    • This is only required if you wish to use the Azure Active Directory (AD).
    • Ask your office 365 Administrator for your Tenant ID which is found in the Office 365 Admin portal.

  3. Enter the Custom SSO Authority URL

    • This is the URL used to authenticate with the SSO which is available in the SSO provider software.

  4. Enter the SSO Client ID

    • The SSO custom client is is a parameter settings which is available in the SSO provider software.

  5. Enter the SSO Secret

    • The SSO client secret is a parameter settings which is available in the SSO provider software.

  6. Enter the SSO label

    • This is the label that will be shown on the User Account to identify the selected SSO provider.

  7. Enforce login via SSO

    • When ticked, user login is only permitted via SSO
Note
  • Tick this setting with caution as once set, username and password will no longer be available as a means of logging in.
  • If this is set, it is the responsibility of the user administrator to ensure users are setup for OneLogin or equivalent.
  • Speak to the Support team if you need help.
Tip
  • From the user accounts finder, there is a wizard available where you can link users in Bulk to the Azure AD and/ or SSO.
SORP

Stock

Support

Tax & VAT

User Interface