Accounting Settings

Use the accounting settings to define general settings for accounting.

To open the web administration, enter http://<hostname>/webadmin in the web browser (where hostname corresponds to the server on which IQ4docs WebAdmin was installed). In a client environment, enter the URL that you received from the client administrator (for example, http://server/webadmin/#/cf992178-4bd6-431c-b815-b9d734d0ded3). If you are not already logged in, log in with a user that has administrator rights (login and password) or as the IQ4docs system administrator (administrator with password admin by default).

From the Web Administration menu, click Accounting > Accounting Settings.

With the option Show Page Prices in WebClient and Embedded Client, the prices are already displayed on the device, see also Display Of Costs And Credits.

These settings are absolutely necessary if manual budgeting is used, see also Manual Budgeting.

Field Description
Path to Save the Receipt Specify the path here where the receipt (PDF file) is to be stored. The path must be accessible by the ImageService, which places the receipt in the destination directory. The name is always Receipt_<Username>_<Timestamp>. The path is needed for both automatic and manual creation of the receipt.
Create Receipt Automatically The receipt can be created automatically after posting. If this option is disabled, the receipt can also be created manually in the list of manual postings, see Manual Budgeting.

The receipt can be printed automatically for the user (i.e. the payee) or sent by e-mail to the user or creator (processor). In order for the receipt to be processed automatically, it must have been generated automatically beforehand, see Generate Receipt.

Field Description
Print Receipt A receipt can be printed automatically (PDF printing). The receipt is fed to any print workflow. Select it from the drop-down list. If you do not want to print the receipt automatically (anymore), set the drop-down list to Select Workflow.
Send To User By E-Mail If the receipt was generated automatically, it can be sent to the user (payee) automatically.
Send To Creator By E-Mail If the receipt was generated automatically, it can be sent to the creator of the posting (processor) automatically.
Additional E-Mail Addresses You can specify additional e-mail addresses to which the receipt should be sent. Confirm each e-mail address with <Enter> so that a colored list entry is created.