UNIVERSITY OF TASMANIA
TechnologyOne Financials – Cheat Sheet
TOPIC: How to set user preferences
Background:
There are a number of user specific preferences that available in TechnologyOne
Financials.
In this document we will look at the User Preferences by category and
clearly outline what should be set/changed, what can be changed and what should
not be changed.
Set user preferences:
1. Workplace: Any

From the toolbar between the standard toolbar and the workplace tabs select
Preferences.
This will open the following window
We will now work through each category in the Available Preferences to determine how
these should be set.
TechnologyOne Financials – Cheat Sheet – How to Set User Preferences
Updated: April 2012
1
UNIVERSITY OF TASMANIA
TechnologyOne Financials – Cheat Sheet
TOPIC: How to set user preferences
No Category:
The available preferences in this category are for a module that we do not currently
use. Please do not change default settings in this category.
Asset Management:
The available preferences in this category are for a module that we do not currently
use. Please do not change default settings in this category.
General User Preferences:
This category has six sub categories:
Job Processing:
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TechnologyOne Financials – Cheat Sheet – How to Set User Preferences
Updated: April 2012
UNIVERSITY OF TASMANIA
TechnologyOne Financials – Cheat Sheet
TOPIC: How to set user preferences
 Default Notification User: This should be set with your own User ID. If this is blank
or contains the User ID of another user please click on the magifying glass and
select your user ID from the picklist.
 Default DP Queue for Crystal Reports: DO NOT CHANGE
 Default DP Queue for XLOne: DO NOT CHANGE
 General Default DP Queue: DO NOT CHANGE
 Default Logical Printer: It is mandatory that all user have a default logical printer
set in TechnologyOne Financials. This is the printer that the distributed processor
looks to when printing from within the TechOne application. If you do not have a
Default Logical Printer selected click on the magnifying glass
next to this field
o
when the printer window opens type a broad description of the area in
which you work into the search field and click Retrieve
o
select a printer that is physically accessable to you.
Please note:
There are a limited number of printers that can be added to the
TechnologyOne Financials print queue. If there is a printer for your department that is
accessable to you for use it is unlikely that another printer in your area will be assigned
to the queue.
 Use Logical Printer Wherever Possible: Must be selected
 Show job progress popup on submisssion: User choice
 Show job indicator icon in tray: Leave as default
TechnologyOne Financials – Cheat Sheet – How to Set User Preferences
Updated: April 2012
3
UNIVERSITY OF TASMANIA
TechnologyOne Financials – Cheat Sheet
TOPIC: How to set user preferences
 Send message on successful job completion: selected recommended
Themes:
 In this category you are able to set the colour of your windows.
This is not
recommended.
General:
 Is Auto Retrieve flag checked: Leave as default Y
 Show advanced filter criteria: Indicate if you want the advanced search criteria,
where you can specify an operator and value, to automatically display for searches
Otherwise, a single term search displays by default, and you can manually change
to an advanced search if required.
 Maximise forms by default: Leave as default Y
 Show Lead-thru tips: Deselect recommended
 Enable the Function key Quick map helper: Leave as default N
 Enable the Quick Text helper: Leave as default Y
 Display program codes: Deselect recommended (Finance systems staff excepted)
 Audible notification when error occur: User choice
 Show field description tooltips: Leave as default Y
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TechnologyOne Financials – Cheat Sheet – How to Set User Preferences
Updated: April 2012
UNIVERSITY OF TASMANIA
TechnologyOne Financials – Cheat Sheet
TOPIC: How to set user preferences
 Close all previous workplaces by default: Deselect recommended
 Picklist OK/Cancel action: Close recommended
 In-form toolbar style: Leave as default “Icons and text”
 Help Topic deisplay style: Do not change
 Max rows for picklist/enquiries: Do not change
 Enable Automatic Spell Checking: User choice
Workflow Preferences
Please do not change default settings in this category.
Default Workplace:
 Most users will have only one worplace assigned to them. There are some users
that have multiple workplaces to allow them to perform specific tasks unique to their
position.
This category allows you to choose what workplace you would like
TechOne to default to on login. By selecting the dropdown list you will see all
workplaces available to you. Simply select the one you want. Alternately you can
leave the option as „No Default‟. In this case each time you login to TechOne you
will be prompted to select a workplace.
TechnologyOne Financials – Cheat Sheet – How to Set User Preferences
Updated: April 2012
5
UNIVERSITY OF TASMANIA
TechnologyOne Financials – Cheat Sheet
TOPIC: How to set user preferences
Default Workplace Tabs
 This option allows you to select what tab your workplace opens up on. If you most
regularly go to a particular tab (for example an admin officer may do the majoritiy of
their tasks in the the transaction processing tab). With the roll out of Business
Intellegence to all users it is recommende that you do not select the Home tab for
your workplace to open on as BI takes a few minutes to load.
System:
The available preferences in this category are for a module that we do not currently
use. Please do not change default settings in this category.
Travel and Expense:
The available preferences in this category are for a module that we do not currently
use. Please do not change default settings in this category.
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TechnologyOne Financials – Cheat Sheet – How to Set User Preferences
Updated: April 2012
UNIVERSITY OF TASMANIA
TechnologyOne Financials – Cheat Sheet
TOPIC: How to set user preferences
User Preferences:
 These settings relate to the user profile that has been set up for you by Financial
Services. Please DO NOT CHANGE ANY OF THESE SETTINGS.
If you are unsure about whether or not to change any of the settings available in My
Preferences please call the Finance Systems Helpdesk on ext. 7512 or 2656.
Alternately you can email your query to [email protected]
TechnologyOne Financials – Cheat Sheet – How to Set User Preferences
Updated: April 2012
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