Account manager:

Account manager for the entity

Capital :

Capital

Client:

Client connected to the entity

Costcentre:

Cost centre of the debtor

Currency:  

Type of currency

Documents_entity:  

Required screening documents and risk questions for the entity

Documents_firms:  

Required screening documents and risk questions for a company

Documents_persons:  

Required screening documents and risk questions for a person

Entity_type:  

Type of entity

Fees:

Fixed fees

Group:  

Group

Incorporation_date:  

Date of foundation

Name:  

Name of the entity

Services:

Services

StatusChange:  

Change status entity

Bitmap_Location :

The location of the bitmap on the Welcome screen, e.g.: 55,125

Bitmap_Size :

The size of the bitmap in the Welcome screen, e.g.: 110,70

Bitmap_welcome :

The name of the bitmap in the Welcome screen, e.g.: Welcome.bmp

Change_report_selection :

If this variable is set to False, users cannot select an alternative report. True or False.

Client_new

Client_new=N can be used to block creation of new clients , only existing clients can be chosen. When the variable is not set the default is Y.

Code_yes :

Code for yes (Y or J) to be saved when documents are received

Cost_centre:

The default value of the cost centre for the debtor

Default_capital_type :

Is used for the Wizard screen Capital for the default kind of share for a new capital record, e.g.: PREF

Default_currency_capital :

Is used for the Wizard screen Capital for the default currency for a new capital record, e.g.: EUR

Default_currency_invoicing :

Default currencies for new entity, e.g.: USD

Default_entity_type :

Default kind of entity for new entity, e.g.: BV

Default_service_company_code :

Default service company for new entity, e.g.: MILL

Default_VAT_code_client_invoice :

Default VAT-code for new entity, e.g.: 0

Doc_pers_central

Variable with value 0 or 1. Value 1 will force the document data of persons to be saved at tabpage Person  documents.

This will only work in combination with Document_list=UBO

Doc_synch

Variable with value 0 or 1. Doc_synch=1 will synchronize entries in the documents wizard with al other existing records for that person/company for that type of document. The default values of a new entry will be obtained from an existing record for that person/company and same type of document.

Documents_entity_nn :

Required document types for the screening of entities in Wizard screen Documents_entity. NN indicates sequence number, e.g.: Documents_entity_01=MANAGR (Add leading zeroes)

Documents_entity_optional_from: Documents from the target company from a number to be entered will not be created automatically, but are optional, and will be created by pressing button Add documents . Documents before the entered number will be created automatically. If the variable Document_list=UBO has not been set, all documents will be created automatically.

Example: Documents_ entity_optional_from=2

Documents_firms_nn :

Required document types for the screening of firms in Wizard screen Documents_firms. NN indicates sequence number, e.g.: Documents_firms_01=MANAGR (Add leading zeroes).

Documents_firms_optional_from: Documents from firms from a number to be entered will not be created automatically, but are optional, and will be created by pressing button Add documents .

Documents before the entered number will be created automatically. If the variable Document_list=UBO has not been set, all documents will be created automatically.

Example: Documents_ firms_optional_from=2

Document_list: If value UBO is entered here, no persons or firms can be added or deleted in screens Documents_firms or Documents_persons, but entered contract partners will be displayed from which the table UBO (Beneficiary) is entered with J.

Documents_persons_nn:

Required document types for the screening of persons in Wizard screen Documents_persons. N indicates sequence number, e.g.: Documents_persons_01=PASS (Add leading zeroes)

Documents_persons_optional_from: Documents from persons from a number to be entered will not be created automatically, but are optional, and will be created by pressing button Add documents .

Documents before the entered number will be created automatically. If the variable Document_list=UBO has not been set, all documents will be created automatically.

Example: Documents_persons_optional_from=2

Doc_pers_central: When documents are to be created central at the person,this variable must be used in the script;Doc_pers_central=1.

The option Documenlist=UBO must also be set to define the relation between the client and the person. Adding or removing persons therefore not possible.

First_Invoice :

The month and the year for which no fees are created (as invoicing only takes place then), e.g.:01/2002

Help_Screen_nn-m :

Help text for Wizard screen nn. A number of texts can be entered per screen, e.g.:

Help_Screen_01_1=Help text line 1 screen 1

Help_Screen_01_2=Help text line 2 screen 1

Help_Screen_02_1=Help text line 1 screen 2

Invoice_address :

Default code for the invoice address.

Invoice_disbursements:

Code for the invoice text for the disbursements. Is used in the Wizard screen Fees, e.g.: DISB

Several codes can be entered by using a "," as a seperator, eg: Invoice_disbursements=DISB,DIB1,DISB2

In the code itself several parameters can be entered.

Number of invoices per year, first invoice month, first invoice year, non-recurrent (yes/no)

For example: DISB-12-4-04-0.

Number of invoices per year=12, first invoice month=4, first invoice year=04, non-recurrent=0 (0=no/ 1=yes)

Invoice_government_fee :

Code for the Next-Year-Government-fee invoice text (Anglo-Saxon trust). Is used in the Wizard screen Fees.

Invoice_incorporation_fee:

code for the foundation fee invoice text. Is used in the wizard screen fees.

Several codes can be entered by using a "," as a seperator, eg: Invoice_disbursements=DISB,DIB1,DISB2

In the code itself several parameters can be entered.

Number of invoices per year, first invoice month, first invoice year, non-recurrent (yes/no)

For example: DISB-12-4-04-0.

Number of invoices per year=12, first invoice month=4, first invoice year=04, non-recurrent=0 (0=no/ 1=yes)

Invoice_next_year_government_fee :

code for the Next-Year-Government-fee invoice text (Anglo-Saxon trust).

Is used in the wizard screen fees.

Report_nn :

The location of a WinQL report or an Ms-Word document, followed by a comma and the name of the report, e.g.: Report_01=F:\Mill6\data\Accept.rpt, Acceptance form.

Questions_entity_nn

Required risk question types for the screening of entities in Wizard screen Documents_entity. NN indicates sequence number, e.g.: Questions_entity_01=QUESTION (Add leading zeroes)

Questions_firms_nn

Required risk question types for the screening of firms in Wizard screen Documents_firms. NN indicates sequence number, e.g.: Questions_firms_01=QUESTION (Add leading zeroes).

The option Documenlist=UBO must also be set to define the relation between the client and the firm.

Questions_persons_nn

Required risk question types for the screening of persons in Wizard screen Documents_persons. NN indicates sequence number, e.g.: Questions_persons_01=QUESTION (Add leading zeroes).

The option Documenlist=UBO must also be set to define the relation between the client and the person.

Screen_nn :

The Wizard screens you go through. Nn indicates the sequence followed, e.g.:

Screen_01=Name

Screen_02=Report_01

Screen_03=Documents_entity

Select_currency-invoicing :

Currencies for the entity that can be chosen from the Wizard screen Currency, e.g.: EUR,NLG

Select_entity_type :

Type of company you can choose from the Wizard screen Entity type. The type is entered in the company screen, e.g. BV, NV

Select_status_entity :

In the Wizard screen Name, only entities with this status code can be selected, meaning no new entities can be created, e.g. ACT

Status_history

0=No (default) , 1=Yes. When the status is adjusted in the screen StatusChange, a record is created in the file status history when the status is not found with an empty start date.

Status_new :

the status code into which the entity is changed in the Wizard screen StatusChange

Status_default:

the default status code if a new entity is created in the Wizard screen Name.

User_groups :

User groups allowed to start up the Wizards, e.g. 0,1,2