Contact Us
Index
Version 20.3
Version 20.4 Version 21.1 Version 25.2 Version 25.3 Version 25.4 Version 26.1 Version 26.2 Version 26.3
Contact Us
Combine Text
Last Refreshed By
Last Refreshed Time
Split Text
Snapshot
Shared Templates Drive
Drive Types
Dropbox
File Server
Cloud Connector
Navigator
Create a File
Delete a File
Edit a File
Open a File
Common Options
System Administrator Options
System Administrator User Options
System Administrator Delimiter Options
System Administrator Configuration Options
System Administrator Server Information
Discover Segment Values
Discover Level
Discover Period Names
Discover Segment Properties
Expand and Explode
Expand Segment Values
Expand Segment Value Hierarchy
Explode Segment Values
Explode Segment Value Hierarchy
List of Values – Create
Account Type
Enabled Flag
Functional Currency
Get Average Balance Summary
Get Balance
Get Balance Options
Multiple Ledgers
Ledger Name
Ledger Set
Next Segment Value
Parent Flag
Period Name
Period Offset
Previous Segment Value
Segment Description
Segment End Date
Segment Tree
Segment Start Date
Drill Criteria Sheets
Drill Criteria – Balance
Drill Using a Saved Template
Edit Template Layout
Save Template Layout
Manage Templates
Other Tools
Clean Template
Create a Template
Template Storage Requirement
Edit a Template
Delete a Template
Hide Zeros
GL Wand User Options

System Administrator Configuration Options

Set the configuration options.

Option Description
System Administrator Contact Name The name of the person in your organization that your users should first contact with insightsoftware product queries.
Suppress Support Expiry Messages Until Suppress support expiry warnings until the date entered. The date must be between today’s date and 1 year in the future. Expiry of trial products and notifications of new versions will also be suppressed until this date.

These notifications and warnings are suppressed for users only. Insightsoftware administrators will continue to see this messages.
Drive Type Select the Shared Templates Drive type. The options are Cloud Connector database, Dropbox or a central File Server.

It is extremely important to understand the requirements and setup for the selected Drive type, please familiarize yourself with the help for the relevant type before selecting or changing this option.
File Server Path If the Shared Templates Drive type is set to File Server, enter the folder location here.
Restrict access based on product license Restrict access to shared templates based on the users assigned product license. i.e. GL Wand users will only be able to access GL Wand shared templates, Reports Wand users will only be able to access Reports Wand shared templates. This setting does not apply to insightsoftware administrators.