PreferencesCData JDBC Driver for Reckon 2019 - Build 19.0.7354
Query information about many of the preferences the Reckon user has set in the company file.
|ID [KEY]||String||Key for the table.
The default value is 1.
|AccountingPreferences_IsUsingAccountNumbers||Boolean||If true, an account number can be recorded for new accounts. If you include an account numnber in the AccountAdd object when this preference is false, the account number will be set but will not be visible in the user interface.|
|AccountingPreferences_IsRequiringAccounts||Boolean||If true, a transaction cannot be recorded in the user interface unless it is assigned to an account. (However, transactions affected by this preference always require an account to be specified when added through the SDK).|
|AccountingPreferences_IsUsingClassTracking||Boolean||If true, Reckon will include a class field on all transactions.|
|AccountingPreferences_IsUsingAuditTrail||Boolean||If true, Reckon will log all transaction changes in the audit trail report. if false, Reckon logs only the most recent versions of each transaction.|
|AccountingPreferences_IsAssigningJournalEntryNumbers||Boolean||If true, Reckon will automatically assign a number to each journal entry.|
|AccountingPreferences_ClosingDate||Date||The company closing date set within the company file. (The Reckon admin can assign a password restricting access to transactions that occurred before this date).|
|FinanceChargePreferences_AnnualInterestRate||Double||The interest rate, set by the Reckon user, that Reckon will use to calculate finance charges. The default is 0.|
|FinanceChargePreferences_MinFinanceCharge||Double||The minimum finance charge that will be applied regardless of the amount overdue. MinFinanceCharge is set by the Reckon user, and has a default value (within Reckon) of 0.|
|FinanceChargePreferences_GracePeriod||Integer||The number of days before finance charges apply to customers' overdue invoices. GracePeriod is set by the Reckon user and has a default value (within Reckon) of 0.|
|Refers to the Id of the account used to track finance charges that the customers pay. This is usually an income account. In a request, if a FinanceChargeAccountRef aggregate includes both FullName and ListId, FullName will be ignored.|
|Refers to the full name of the account used to track finance charges that the customers pay. This is usually an income account. In a request, if a FinanceChargeAccountRef aggregate includes both FullName and ListId, FullName will be ignored.|
|FinanceChargePreferences_IsAssessingForOverdueCharges||Boolean||If true, finance charges are assessed on overdue finance charges. This preference is set by the Reckon user, and has a default value (within Reckon) of false. (Note that laws vary about whether a company can charge interest on overdue interest payments.)|
|FinanceChargePreferences_CalculateChargesFrom||String||This preference is set by the Reckon user. Unless they change the value within Reckon, it will be DueDate. If set to DueDate, finance charges are assessed from the day the invoice or statement is due. If set to InvoiceOrBilledDate, finance charges are assessed from the transaction dates.
The allowed values are DueDate, InvoiceOrBilledDate.
|FinanceChargePreferences_IsMarkedToBePrinted||Boolean||If true, all newly created finance charge invoices will be marked to be printed. (This makes it easier for the Reckon user to print a selection of invoices all at once.) This preference is set by the Reckon user and has a default value within Reckon of false.|
|JobsAndEstimatesPreferences_IsUsingEstimates||Boolean||If true, this user is set up to create estimates for jobs.|
|JobsAndEstimatesPreferences_IsUsingProgressInvoicing||Boolean||If true, this Reckon user can create an invoice for only a portion of an estimate.|
|JobsAndEstimatesPreferences_IsPrintingItemsWithZeroAmounts||Boolean||If true, line items with an amount of 0 will print on progress invoices. (IsPrintingItemsWithZeroAmounts is not relevant unless IsUsingProgressInvoices is true).|
|PurchasesAndVendorsPreferences_IsUsingInventory||Boolean||If true, the inventory-related features of Reckon are available.|
|PurchasesAndVendorsPreferences_DaysBillsAreDue||Integer||By default, bills are due this many days after receipt.|
|PurchasesAndVendorsPreferences_IsAutomaticallyUsingDiscounts||Boolean||If true, Reckon will automatically apply available vendor discounts or credits to a bill that is being paid.|
|Id of the account where vendor discounts are tracked. In a request, if a DefaultDiscountAccountRef aggregate includes both FullName and ListId, FullName will be ignored.|
|Full name of the account where vendor discounts are tracked. In a request, if a DefaultDiscountAccountRef aggregate includes both FullName and ListId, FullName will be ignored.|
|ReportsPreferences_AgingReportBasis||String||AgeFromDueDate means that the overdue days shown in these reports will begin with the due date on the invoice. AgeFromTransactionDate means that the overdue days shown in these reports will begin with the date the transaction was created.
The allowed values are AgeFromDueDate, AgeFromTransactionDate.
|ReportsPreferences_SummaryReportBasis||String||Indicates whether summary reports are cash-basis or accrual-basis bookkeeping.
The allowed values are Accrual, Cash.
|SalesAndCustomersPreferences_DefaultShipMethodRef_ListID||String||Id that references to a ship method that will be used as the default value in all ShipVia fields.|
|Full name of a ship method that will be used as the default value in all ShipVia fields.|
|SalesAndCustomersPreferences_DefaultFOB||String||Default FOB (freight on board: the site from which invoiced products are shipped).|
|SalesAndCustomersPreferences_DefaultMarkup||Double||Default percentage that an inventory item will be marked up from its cost.|
|SalesAndCustomersPreferences_IsTrackingReimbursedExpensesAsIncome||Boolean||If true, an expense and the customers reimbursement for that expense can be tracked in separate accounts.|
|SalesAndCustomersPreferences_IsAutoApplyingPayments||Boolean||If true, a customers' payment will automatically be applied to the outstanding invoices for that customer, beginning with the oldest invoice.|
|SalesAndCustomersPreferences_PriceLevels_IsUsingPriceLevels||Boolean||If true, price levels have been turned on for the company file (under Sales and Customers preferences), which enables the creation and use of price levels.|
|SalesAndCustomersPreferences_PriceLevels_IsRoundingSalesPriceUp||Boolean||If true, amounts are rounded up to the nearest whole dollar for fixed percentage price levels (not for per-item price levels).|
|SalesTaxPreferences_DefaultItemSalesTaxRef_ListID||String||Id reference to the default tax code for sales. (Refers to a sales tax code on the SalesTaxCode list).|
|Full name for the default tax code for sales. (Refers to a sales tax code on the SalesTaxCode list).|
|SalesTaxPreferences_PaySalesTax||String||The frequency of sales tax reports.
The allowed values are Monthly, Quarterly, Annually.
|SalesTaxPreferences_DefaultTaxableSalesTaxCodeRef_ListID||String||Id reference to the default tax code for taxable sales. (Refers to a sales tax code in the SalesTaxCode list).|
|Full name of a default tax code for taxable sales. (Refers to a sales tax code in the SalesTaxCode list).|
|SalesTaxPreferences_DefaultNonTaxableSalesTaxCodeRef_ListID||String||Id reference to the default tax code for nontaxable sales. (Refers to a sales tax code in the SalesTaxCode list).|
|Full name of a default tax code for nontaxable sales. (Refers to a sales tax code in the SalesTaxCode list).|
|SalesTaxPreferences_IsUsingVendorTaxCode||Boolean||Boolean indicating if the vendor's tax codes are being used.|
|SalesTaxPreferences_IsUsingCustomerTaxCode||Boolean||Boolean indicating if the customer's tax codes are being used.|
|SalesTaxPreferences_IsUsingAmountsIncludeTax||Boolean||Boolean indicating if total amounts include sales tax.|
|TimeTrackingPreferences_FirstDayOfWeek||String||The first day of a weekly timesheet period.
The allowed values are Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday.
|CurrentAppAccessRights_IsAutomaticLoginAllowed||Boolean||If true, then applications can use autologin to access this Reckon company file.|
|CurrentAppAccessRights_AutomaticLoginUserName||String||If autologin is allowed for this Reckon company file, then this field gives the username that is allowed to use autologin.|
|CurrentAppAccessRights_IsPersonalDataAccessAllowed||Boolean||If true, then access is allowed to sensitive (personal) data in this Reckon company file.|