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  • References include accurate, up-to-date, comprehensive information
  • Tutorials and How-To guides are led by needs of the user, Reference material is led by the product it describes
  • Although reference should not attempt to show how to perform tasks, it can and often needs to include a description of how something works or the correct way to use it
  • Examples of Reference material are Dictionaries, Encyclopedias or Glossaries
  • Software examples of Reference material are API documentation, class documentation or function documentation

Company Tab

The Company tab contains all the information about the company. To access the Company Preferences click Setup >> Company Preferences.

 

Web Options Tab

There are three sub-tabs on this window that hep you configure the patrons online shopping experience. These are:
  • General settings such as enabling login, how login works and any lockouts.
  • The Purchasing process that help decide flow of purchasing tickets, how passes can be used and suggested donations processes

Box Office Tab

Adjustments to how the Box Office operates can be made from this tab.

Director Tab

NGINX is the the web server software used by Theatre Manager and requires minimal configuration to work properly. The Director tab in Company Preferences is where you define most settings.

End Of Day Tab

This screen has an important button on it to reset the end of day process ID and is described below. You may have to do this if you receive the message about a deposit in progress during end of day wizard.

Holds Tab

This section defines the appearance and release time for held seats. Held seats can be set to automatically release prior to the performance. Enter the time before the performance that the seats are to be released.

Donations Tab

This tab allows the setting of the default setting for a number of features for donation management such as:
  • the patron's name in the program when a donation is received.
  • Charitable number (required in Canada)
  • Typical number of donation receipts to print (normally 3 on individual receipts in Canada, 1 on statement receipts0
  • Last used tax receipt number (normally starts at 0 and is never changed)
  • Facsimile Signature for the tax receipt

Accounting Tab

The Accounting tab allows changes to the company's accounting formats. Adjustments to the fiscal year and accounting format can be made here.

Appearance Tab

The appearance tab allows the change to the titles of common fields. A common example is province / state if the company is located in a country which uses 'states' Simply change the value to the right of the descripiton below (the text column) and click the Save button.

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