Overview
Express Options gives users a fast way to control some personal or workstation-style settings without going through the broader options system.
Where To Find It
Path: Utilities > Express Options
Use Express Options when users need to adjust day-to-day formatting, default dates, or simple usability behavior.
How It Works
QBM groups together numeric formatting, default transaction date choice, list preferences, and a small set of general usability options such as exit confirmation or alarm sound behavior.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Format settings | Controls currency, numbers, decimals, and negative-number display. | Use it when on-screen values should match your preferred format. |
| Default date behavior | Controls whether new transactions use today's date or the last entered date. | Use it when transaction entry style differs by user or workflow. |
| Other preferences | Covers basic usability items such as exit confirmation or alarm sound behavior. | Use it when a user wants a smoother daily working experience. |
Recommended Workflow
- Open Express Options and review the current personal or workstation preferences.
- Adjust formatting so values are shown the way the user expects.
- Set the default transaction date behavior that best matches the workflow.
- Save the settings and test a normal transaction screen afterward.
Best Practice
- Keep format choices consistent within the team where shared visibility matters.
- Review default-date behavior carefully if back-dated transactions are sensitive.
- Use the full options guides when the setting belongs at company level rather than user level.