The Settings window
The company's setup is in one place: the Settings window. Open it with the gear icon in the top bar.
Open and close it
- Click the gear icon in the top bar. The Settings window opens over the page you were on.
- Choose a section in the menu on the left.
- When you are done, click ✕ in the top-right corner to go back to your work.
You only see the contents of a section if your user group has the View right for it. Otherwise the section shows Insufficient Permissions. To add or change records you also need the Create or Modify right. See User groups and rights.
Sections
| Section | What it is for |
|---|---|
| General | Reset All Transactions, to clear test data before going live (see Setup checklist). |
| Company | Address, country, base currency and logo. See Company profile. |
| Country, Region, City | The places used in addresses. See Countries, regions and cities. |
| Currency | The currencies you use and their exchange rates. See Currencies. |
| Branch | See Branches. |
| Warehouse | See Warehouses. |
| Voucher Type | Document numbering, extra fields and default texts. See Voucher types and numbering. |
| Print Templates | How each kind of document looks when printed or emailed as a PDF. See Print templates. |
| Employee, Project | See Employees and projects. |
| Tax Template | VAT rates and tax groups. See Tax templates (VAT). |
| Payment Mode | See Payment modes. |
| Payment Term | See Payment terms. |
| Client Group | Groups of customers and vendors. See Client groups. |
| Inventory | Item categories, Units, Price lists and cost re-posting. |
| Van Sale | Vans and routes for van sales. |
| Users | Groups and users. See User groups and rights and Users. |
| The mail server, email templates and memorized transaction reminders. See Email setup and templates. | |
| Documents | Company documents, document types and document expiry alerts. See Documents and expiry alerts. |
| Preference | Default accounts and the rules Fiscal follows. See Preferences. |
| Financial Closing | Lock a period after it is reported. See Closing the books. |
| eInvoice Setup | ZATCA e-invoicing. See E-invoicing (ZATCA). |
Van sales are set up as described in Van sales setup, and cost re-posting in Inventory costing.
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