Related Topics
The Preferences link in the upper right-hand corner of the page provides links to update Collector user information, set time zone preferences, set display preferences, and edit notification schedules.
From the Collector Preferences page, you can access the following components:
The User Information screen displays the name, email address, and phone number of the Collector user. From the User Information page you can update the user email address, and phone number and your secondary authentication questions, and update your password.
The Time Zone settings screen displays a list of time zones to select. This setting also determines the date and time on the invoice audit trail.
Change the settings on summary pages, for example how many records to display on a page. You can also determine which items to display on the Home page dashboard.
Note: The Display Collections Forecast Dashboard requires View Invoices and PO/BPOs permission, or Create/Edit Invoices permission. If the user does not have one of the listed permissions, the user cannot view the dashboard referenced.
The information in the following table describes the Display Preferences for Collector pages.
|
Field Name |
Description |
|---|---|
|
Multi-column sorting |
Click the check box to allow multi-column sorting for all tables and reports. |
|
Select report records per page. |
Click the arrow in the drop-down box to select more than 10 report records on a page:
|
|
Display data for |
Required. Click the arrow in the drop-down box to select more than 30 days for records to display:
|
|
Display Collections Forecast Dashboard |
Displays the Collections forecast on the Home page. |
|
PO Summary Page Display Options |
Click the arrow in the drop-down box to select more than the default:
|
The information in the following table describes the Create Notification screen.
|
Field Name |
Description |
|---|---|
|
Notification Name |
Enter the name of the notification. Required. |
|
Notification Description |
Enter a description of the notification. |
|
Start Date |
Displays the date the notification is created. Required. |
|
Time Zone |
If the Time Zone was set in the Time Zone Settings preference, displays the time zone. |
|
Schedule |
Displays selections for how often the notifications will be sent. Required. |
|
Messages |
Select the messages from the list that you want to be sent. Required. |
Click the View button to open the Notification page.
Click the Delete button to remove all the notifications. To remove one or two, click the Notifications link and deselect the check box next to the notification to remove.