Contract Preferences

This section covers preferences for Goldenseal contract writing software.

Contract Writing Details
Contract Phrases | Substitution Match Text | Other Contract Prefs

OTHER PREFERENCES
        Chart of Accounts Preferences | Data Entry Preferences | Expenses Preferences
        File Preferences | Income Preferences
        Interface Preferences | Record Numbering

Website Links
Accounting Software | Business Management Software | Contract Writing Software

RELATED TOPICS
Company Info | Contract Clauses | Contracts | Custom Layouts | Passwords

Contract Prefs

To set details for contract writing, choose Preferences from the Options menu, and choose Contracts from the submenu.

Contract Phrases

Contract phrases are the phrases that Goldenseal will fill in when it builds the text for the specifications portion of a Contract. Enter the following items:

Approximate Cost-- The phrase that describes the approximate cost of an item.
Exact Cost-- The phrase that describes the exact cost of an item.
Material Allowance-- The phrase that describes items handled with a materials only allowance.
Time and Materials Allowance-- The phrase that describes items handled with a time and materials allowance.
Approximate Quantity-- The phrase that describes approximate quantities for each item.
Exact Quantity-- The phrase that describes exact quantities for each item.
Cost Spell-out-- The phrase that handles costs that are spelled out in words.
Quantity Spell-out-- The phrase that handles quantities that are spelled out in words.
Contractor Name-- The name used for the main contractor in contracts.
HINT-- You may want to use your company name for the Contractor Name.
Specs Heading-- The heading that will be at the very beginning of the specifications portion of a contract.
Subcontractor Name-- The name used for the subcontractor in subcontracts.

Substitution Match Text

Substitution text items control what you type into specification phrases. When you create a contract, Goldenseal will replace each instance of substitution match text with text that applies to a specific contract. Enter the following items:

Acceptance Deadline-- Goldenseal will replace this text with the acceptance deadline (from the Contract).
Client Address-- Goldenseal will replace this text with the client's address (from an Estimate or Project Account).
Client Name-- Goldenseal will replace this text with the client's name (from an Estimate or Project Account).
Company Address-- Goldenseal will replace this text with your company address (from Company Info).
Company Name-- Goldenseal will replace this text with your company name (from Company Info).
Contractor Name-- Goldenseal will replace this text with the contractor text (if a main contract) or the subcontractor text (if a subcontract).
Down Payment-- Goldenseal will replace this text with the down payment amount (from an Estimate or Project Account).
Finish Date-- Goldenseal will replace this text with the planned completion date (from an Estimate or Project Account).
Item Cost-- Goldenseal will replace this text with the cost of each item in specifications.
Item Quantity-- Goldenseal will replace this text with the quantity of each item in specifications.
Item Size-- Goldenseal will replace this text with the unit size of each item in specifications.
Project Cost-- Goldenseal will replace this text with the overall project cost (from an Estimate or Project Account).
Project Description-- Goldenseal will replace this text with a brief project description (from an Estimate or Project Account).
Retainage Percent-- Goldenseal will replace this text with the retainage percent used for a project.
Spell Out-- Goldenseal will replace this text with a price or quantity spelled out in words.
Start Date-- Goldenseal will replace this text with the planned start date (from an Estimate or Project Account).

Other Contract Preferences

Cost Display-- Choose the way you'd like to display the cost of each item. You can show no cost, approximate costs or exact costs, and you can choose to repeat the cost "spelled out" in words. You can also use the settings from each Assembly and Cost Item record.
HINT-- This field determines what will be substituted for ITEMCOST in specification text.
Quantity Display-- Choose the way you'd like to display the quantity of each item. You can show no quantities, approximate quantities or exact quantities, and you can choose to repeat the quantity "spelled out" in words. You can also use the settings from each Assembly and Cost Item record.
HINT-- This field determines what will be substituted for QTY in specification text.