This page provides the management of System Configuration/Parameters and allows customisation to the default settings for your database. Additionally a list of default Parameter Types requiring for initial configuration. This section can be accessed by a Trust Accountant user via Configuration > System Configuration.
Add New Parameter
To add a new parameter, follow the below steps:
- Select a Parameter Type from the drop-down down menu
- Click Add New Parameter Type
- Enter a code for the new Parameter Type
- Enter a description for the new Parameter Type
Edit Existing Parameter
To edit an existing parameter, follow the below steps:
- Select a Parameter Type from the drop-down down menu
- Click the edit pencil icon against the relevant parameter
- Update the Parameter Description as required
- Click Submit
Delete Existing Parameter
To edit an existing parameter, follow the below steps:
- Select a Parameter Type from the drop-down down menu
- Click the red x icon against the relevant parameter
- Click OK to the pop-up warning message
Add New Parameter Type
This function is for Cirrus8 IT only
Default Parameter Types
Parameters that require configuration during client implementation are:
| Parameter Type | Parameter Description | Code (Example) | Description (Example) | Comment |
| ACCMGR | Emailing of forms |
|
| Set up recipients for New Form notifications. Different Trust Accountants may need to receive specific forms |
| CPHONETYPE | Company Phone Type |
|
| |
| CROLETYPE | Company Role Type |
|
| Company Role Type drop down options |
| DIARY | Diary Reminder Days |
|
| Set up diary reminders, default 1 and 90 days |
| DIARYTYPE | Diary Type |
|
| Diary Types are global against properties and leases |
| DOCSERIES | Document Series |
|
| Enter last tax invoice number if wanting to use the same range of numbers as before. (Do this in final configuration steps). |
| HEADING | Note Heading |
|
| Property and lease Default Note Headings |
| INSPOLICY | Property Insurance Policy |
|
| Property insurance drop down options |
| INVOICE | Accounts Inquiries Contacts |
|
| Shown on tenant tax Invoice |
| LEASE | Lease Type |
|
| Lease Type drop down options |
| LPHONETYPE | Lease Phone Type |
|
| |
| LROLETYPE | Lease Role Type |
|
| |
| LGUARANTEE | Lease Guarantee |
|
| Lease Guarantee drop down options |
| LINSPOLICY | Lease Insurance Policy |
|
| Lease insurance drop down options |
| OWNREACC | Owner Remittance Account |
|
| Owner Payment default account code |
| PORTMAILCC | Diary Email To Be CC'ed To | For assistant property managers | ||
| PORTMEMAIL | Portfolio Managers Email |
|
| This email will appear on tenant tax invoices for properties assigned this is portfolio manager. |
| PORTMGR | Portfolio Manager |
|
| Create portfolio managers, PM name will appear on; property form to assign a portfolio manager, letters and tenant tax invoices for the assigned portfolio. Two general parameters;
|
| PORTIT | Portfolio Manager Title |
|
| Shown on arrears letters |
| PPHONETYPE | Property Phone Type |
|
| |
| PROLETYPE | Property Role Type |
|
| |
| PRINCIPAL | Principal - Used for Diary Emails |
|
| Recipient of monthly overdue diary items |
| PRODEF | Property & Company Defaults |
|
| Property/company default settings:
|
| PROPERTY | Property Type |
|
| Property drop down options - used to filter owner report |
| PROPGROUP | Property Portfolio |
|
| Property drop down options - used to filter owner report and select properties for payment |
| RENTREVIEW | Rent Review Type |
|
| CPI, Market, Fixed drop down options |
| RETAILCAT | Retail Category | Lease drop down options | ||
| RETSUBCAT | Retail Sub Category | Lease drop down options | ||
| ROLETYPE | Role Type | Property and Lease contact type | ||
| SUPPLIER | Supplier Categories |
|
| Supplier Company drop down options |
| TENANT | Tenant Type |
|
| Lease drop down options |
| TRACCDIARY | Trust Accounts Diary Items |
|
| Appear as text on calendar |
| UCACCOUNT | Unallocated Cash Account |
|
| Payment Form withholding unallocated cash |
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