XML server settings

Directory section

Error files directory

Type or select the file directory to store the error report.

If an import file is rejected in whole or in part, the error log is saved in the default user folder of the person performing the import. To save error logs in a different location, define the directory in this field. This setting applies to all users who perform imports and you must have access rights to the specified directory. If the field is left blank, the error log will be saved in the following default locations:

• Windows XP/2000/2003 - C:\Documents and Settings\<USER>\Local Settings\Application Data\Exact Software\
• Windows Vista and later - C:\Users\<USER>\AppData\Local\Exact Software\

Financial section

Difference amount

Type the rounding factor value which must be equal to or greater than zero used for financial entries import. By default, this is set to zero. For example, when you import financial entries in a foreign currency, it may happen that during the recalculation, rounding differences would come up. Thus, the Difference amount value you have set defines the maximum tolerance for the rounding differences.

Downloads section

Web address

Type the default web address to download XML files.

For users with the XML license, the Web address field will remain under the Downloads section in the XML Server settings screen.

A tooltip message "Export -> e-Synergy/Exact Synergy Enterprise, Where-used: [XML - Financial import - Financial export/Logistics export/Other export], [Professional service automation - Sales invoices - At final print]" is displayed when you mouse over the Web address field in the XML Server settings screen.

Note: This information is mandatory if you are using the Professional services automation applications. The web address is a pre-requisite to establish a connection between Exact Globe+ and Exact Synergy Enterprise. The connection is required to ensure that invoice numbers and invoice dates in Exact Globe+ can be updated in the respective requests in Exact Synergy Enterprise via web services.

Hours section

Project

Type or select the default project to be used when importing labor hour entries through XML if the project is not specified in the XML file.

Item code

Type or select the default hour item to be used when importing labor hour entries through XML if the labor hour is not specified in the XML file.

Import section

Delete source after import

Select this checkbox to delete the XML source file after the successful import of data.

External links section

This section allows administrators to add URLs for Exact Synergy Enterprise or other URLs, while non-admin users see these fields in read-only mode. Each URL must be entered on a separate line. An error message will be displayed if the URL is incorrectly entered or contains more than 255 characters.

Exact Synergy URL

Type the URL for Exact Synergy Enterprise that you want to use in the XML export or import of the menu paths.

Other URL

Type the URL that you want to use in the XML export/import menu paths.

Logbook

Click this to view all the information of the changes you have made in the settings.

Save

Click this to save the changes.

Close

Click this to exit.