General
Tax Code Details
Purpose Allow the setup of Tax codes that represent rates and rules. Typically the Rate will be for the calculation of GST. Access Control | Edit/View Tax Codes [F2] Lookup on Tax Code Fields Dialog Details Details Specific Fields Field Explanation ...
Internal API Setup
Purpose Allows configuration for the Internal API used to power Vault. Access Control | Internal API Setup Dialog Details Detail Specific Fields Field Description Internal API URL Enter the complete URL for the Internal API. You can press the "Use ...
Standard Control Details
Purpose Provide control details for the month end roll over process, and allow file paths to be selected for custom reports Access Module | Edit/View Module Control Details Dialog Details Details Specific Fields Field Explanation Month Ending This is ...
Currency Browse
Purpose To provide a list of Currency Codes that have been established Access Control | Edit/View Currency Codes [F2] lookup on Currency Code field Search Criteria
Country Browse
Purpose To provide a list of Country Codes that have been established Access Control | Edit/View Country Codes [F2] lookup on Country Code Field Search Criteria
Company Browse
Purpose To provide a list of Company Codes that have been established Access Control | Edit/View Company Codes [F2] Lookup on Company field Search Criteria
Organisation Type Code Browse
Purpose To provide a list of Organisation Type Codes that have been established Access Security | Edit/View Organisation Type Codes [F2] lookup Search Criteria
Withholding Tax Browse
Purpose To provide a list of Withholding Tax Codes that have been established Access Control | Edit/View Withholding Tax Codes [F2] on the Withholding Tax Field Search Criteria
Tax Code Browse
Purpose To provide a list of Tax Codes that has been established. Typically the code will be for the calculation of GST. Access Control | Edit/View Tax Codes [F2] Lookup on the Tax Code Field Search Criteria
Staff Position Browse
Purpose To provide a list of Staff Position Details that have been established Access Control | Edit/View Staff Positions [F2] Lookup on Staff Positions on Staff Details Dialog Search Criteria
Staff Group Browse
Purpose To provide a list of Staff Group Details that have been established Access Control | Edit/View Staff Group Details [F2] Lookup on Staff | Staff Group Relationship Browse [F2] Lookup on Staff | Staff Group Details Dialog Search Criteria
Region Browse
Purpose To provide a list of Regions that have been established Access Control | Edit/View Region/Sub Regions [F2] on any account or quote Dialog Details
Non Business Days Browse
Purpose To provide a list of Non Business Days which have been established Access Control | Edit/View Non Business Days Search Criteria
Matrix Group Browse
Purpose To provide a list of Matrix Groups that have been established Access Control | Edit/View Matrix Groups [F2] Lookup on Matrix Group Field Search Criteria
Matrix Browse
Purpose To provide a list of matrix files that have been established Access Control | Edit/View Matrix File [F2] Lookup on Matrix Field Search Criteria Browse Specific Search Criteria Field Explanation Matrix Group [F2] Lookup for available Matrix ...
Credit Rating Browse
Purpose To provide a list of Credit Ratings that have been established Access Control | Edit/View Credit Rating Codes Client | | Credit Rating Browse Search Criteria When accessing this browse all Credit Ratings set up will be displayed
Credit Rating Maintenance
Purpose To allow the setup of Credit Ratings that may be applied to clients Access Control | Credit Rating Codes Client | | Credit Rating Browse | or Dialog Details Details Specific Fields Field Explanation Warning Enter a warning message that will ...
Matrix Details
Purpose Allow the creation of break level matrices upon which calculations may be undertaken based on the calculation options set on the Account Quote Variable Field Details Calc Method. Access Control | Edit/View Matrix File [F2] Lookup on Matrix ...
Matrix Group Details
Purpose Used to group together matrices with a common purpose or calculation. Access Control | Edit/View Matrix Groups [F2] Lookup on Matrix Group Field Dialog Details or will display the below dialog:
Security Roles
Purpose This dialog allows the maintenance of existing security permissions for a staff group. Access Control | Edit/View Security Roles Dialog Details Details Specific Buttons [Button] Explanation Expands all nodes to display every security option ...
Staff Group Details
Purpose This process will be followed for the setup of the first staff group. The first step is to determine exactly who is allowed to access which processes or dialogs. Properly defining that initially will save you a considerable amount of time ...
Staff Position Details
Purpose To establish a list of Staff Position Details Access Control | Edit/View Staff Positions [F2] Lookup on Staff Positions on Staff Details Dialog Dialog Details will display the below dialog:
Non Business Days Details
Purpose Non Business Days are entered to the system to prevent those dates being used As the new maturity date when a deposit is reinvested As the last communication date for the Fixed Loan Arrears export An import process is available to upload Non ...
Withholding Tax Details
Purpose Allow the setup of Withholding Tax codes that represent rates and rules that are currently used by the IRD. Access Control | Edit/View Withholding Tax Codes [F2] on the Withholding Tax Field Dialog Details Details Specific Fields Field ...
Region Details
Purpose The Region field is a mandatory field on all accounts This field may be used for Browse and Report filtering in Vault and Bailment. Regions are also used in Bailment to assign Stock Auditors to Bailment Dealers The list of available regions ...
Currency Details
Purpose Vault allows for multiple currencies to be used. This is managed through the assignment of a currency to an account on creation of the account. Reports must be filtered or ordered to separate currencies to produce meaningful results, as no ...
Country Details
Purpose Vault allows for multiple countries to be used. This is managed through the assignment of a country to an account on creation of the account. Reports can then be filtered or ordered to separate countries. Access Control | Edit/View Country ...
Company Details
Purpose Vault allows for multiple companies to be used. This is managed through the assignment of a company to an account on creation of the account. Reports can then be filtered or ordered to separate companies. The Dealer and Insurer (if ...
Organisation Details
Purpose Allows set up of details about the organisation running Argos software to allow licencing of modules. Access Control | Edit/View Organisation Details Dialog Detail Detail Specific Fields Field Description Organisation Number Enter the ...
Staff Code Browse
Purpose To provide a list of Staff Codes that have been established Access Control | Edit/View Staff Codes [F2] Lookup on Staff Field Search Criteria Browse Specific Search Criteria Field Description Code Staff Code Name Staff Description
Staff Code Details
Purpose To allow setup and maintenance of any staff who are to have access to Argos Access Control | Edit/View Staff Codes Dialog Details Detail Specific Fields Field Description Logon Code Name Staff Position [F2] to the Staff Position if required ...