CData JDBC Driver for Reckon 2019 - Online Help
Questions / Feedback?

Preferences

CData 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.

Columns

Name Type References Description
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.
FinanceChargePreferences_FinanceChargeAccountRef_ListID String

Accounts.ID

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.
FinanceChargePreferences_FinanceChargeAccountRef_FullName String

Accounts.FullName

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.
PurchasesAndVendorsPreferences_DefaultDiscountAccountRef_ListID String

Accounts.ID

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.
PurchasesAndVendorsPreferences_DefaultDiscountAccountRef_FullName String

Accounts.FullName

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

ShippingMethods.ID

Id that references to a ship method that will be used as the default value in all ShipVia fields.
SalesAndCustomersPreferences_DefaultShipMethodRef_FullName String

ShippingMethods.Name

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

SalesTaxItems.ID

Id reference to the default tax code for sales. (Refers to a sales tax code on the SalesTaxCode list).
SalesTaxPreferences_DefaultItemSalesTaxRef_FullName String

SalesTaxItems.Name

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

SalesTaxCodes.ID

Id reference to the default tax code for taxable sales. (Refers to a sales tax code in the SalesTaxCode list).
SalesTaxPreferences_DefaultTaxableSalesTaxCodeRef_FullName String

SalesTaxCodes.Name

Full name of a default tax code for taxable sales. (Refers to a sales tax code in the SalesTaxCode list).
SalesTaxPreferences_DefaultNonTaxableSalesTaxCodeRef_ListID String

SalesTaxCodes.ID

Id reference to the default tax code for nontaxable sales. (Refers to a sales tax code in the SalesTaxCode list).
SalesTaxPreferences_DefaultNonTaxableSalesTaxCodeRef_FullName String

SalesTaxCodes.Name

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.

 
 
Copyright (c) 2020 CData Software, Inc. - All rights reserved.
Build 19.0.7354.0