Other Options

No headers

Time Zone needs to be selected for the correct time zone you are located in since this will affect the date and time stamping on lead/customer accounts and time cards.
Daylight Savings Area will trigger any time changes associated with daylight savings.
Top Report YTD Begin Date lets you choose what date you want your YTD column to start on your Top Area, Top Rep, Top Tech reports. This is useful for companies who are more interested in their summer sales numbers than their true year-to-date numbers.
Employees Lookup All Jobs- If this option is checked then employees are able to see all jobs in the lookup. There is also an option to allow this for individual employees on the employee's HR page.
Unreconcile Rcvr w/ New Commissions: If you check this option, a receiver will be unreconciled any time new commissions are imported for that receiver (no matter if it is a positive or negative commission). **Note: This checkbox is only related to non OE commissions. Commissions not associated with receivers in the system will still be unreconciled when new commissions are imported into the system.
Chargeback invoice when negative commissions imported - If this option is checked this option will change a customer's status to chargeback when a negative commission for that customer is downloaded.
Disable Qualify Fields: Select this option if you do not want your reps, while qualifying a customer, to edit or change fields in the provider site; credit card and social security number included. This is a security feature which prevents your employees from fraudulently running another customer's credit or changing customer information in order to qualify them.
Managers See All Report Data: Checking this box allows managers to view all employees in the reports. If this option is not checked, managers will only be able to see the employees they are assigned to on the reports.