8.6 General
8.6.1 Overview ¶
In the General area you define the profile's key data: active state, name, comment, color highlighting, and the behavior towards subsequent profiles.
Profile settings, General area: profile-active switch, name, comment, color, and processing options
8.6.2 Profile active ¶
Only active profiles process files. The state can also be toggled via the checkbox in the profile list or the Activate/Deactivate toolbar buttons (see chapter 3.6). Since version 2.3.0, the time since when the profile has been active or inactive is shown next to the checkbox - for profiles from older versions only after the next switch.
8.6.3 Name and comment ¶
The name identifies the profile in the profile list and the processing log. The comment is free text for your own notes and appears as a column in the profile list; both are covered by the profile search (see chapter 3.9).
8.6.4 Color ¶
With Show color and Select color… you highlight the profile's row in the profile list - helpful to visually distinguish profile groups (e.g. per department or client). In the color dialog, the color can also be typed in as a hex value (#RRGGBB, e.g. #87CEFA; from version 2.3.0 on).
8.6.5 Processing options ¶
Do not apply any further profiles after successful processing with this profile: When several profiles monitor the same folder, each responsible profile evaluates a new file in the order of the profile list and processes it if its filter matches. With this option set, once the profile has successfully processed a file, subsequent profiles no longer apply to that file. A file only counts as "No match" if none of the profiles processed it. If a profile moves, renames or deletes the file, subsequent profiles no longer see it - so place such profiles at the end of the list.
Tip: In the program options under Print defaults you define whether new profiles get this option preset (see chapter 40.11).
8.6.6 Period for regular processing ¶
Under Warning you specify whether and from when the program warns if the profile does not process any invoice (from version 2.3.0 on, see chapter 40.6.7):
| Selection |
Effect |
| Default (45 days) |
Period from the program options; if highlighting and email are switched off there, the entry reads Default (off) |
| Custom period |
Number of days for this profile only, e.g. 400 for annual invoices; the highlighting then applies even if it is switched off in the options |
| No warning |
Neither highlighting nor email for this profile |
The email itself is enabled on the Notifications page (see chapter 8.12.2).