Settings overview

See the whole setup flow in the Configuration center.

Most settings are under Settings in the left menu (the gear at the bottom of the icon rail). Opening Settings shows a card for each main screen, and the left menu lists them all. Some modules keep their own settings inside the module, for example Inventory › Requisitions › Settings or HR › Attendance › Configuration. This page lists both.

You only see the screens your role allows. The test screenshots in these guides are taken as a Super User, who sees everything.

Set up a new company, in this order

Each step needs the ones before it. Skip what you don't use.

1. Company: company profile, then your document letterhead in invoice settings.
2. Ledger: the chart of accounts and the current fiscal year.
3. Money and tax: currencies, dimensions and taxes.
4. Where documents post: default accounts. Later, if you want accounts by customer, vendor, product or location, posting groups and the switch-over.
5. Numbering and approvals: number series and approval workflows.
6. Inventory: master data (units, categories, locations), inventory settings, inventory posting and requisition settings.
7. Sales: receipt settings, reminder policies and invoice reminders, schedule policies and credit note reason accounts.
8. Fixed assets and budgets: fixed asset set-up and budget enforcement.
9. Projects: project settings, project posting groups and markup settings.
10. People: employees and supervisors, HR settings, then leave, expenses, performance, payroll settings and attendance.
11. Last: opening balances, once customers, vendors, items and asset categories exist.

Every settings screen

Company

Screen	Where	What it controls	Who	Guide
Company Profile	Settings › Company Profile	Company name, contact details, logo, colours and sign-in theme.	Company administrator	Set up your company profile
Invoice Settings	Sales › Invoices › Settings button	The letterhead, bank details, terms and signatures on invoices, credit notes, bills and other documents.	Finance administrator	Set up invoice settings
Number Series	Settings › Number Series	Reference numbers for documents and records, and the numbering audit trail.	Finance administrator	Set up number series
Admin Center	Settings › Admin Center	Users, roles and permissions.	Company administrator	Guide to come

Finance and posting

Screen	Where	What it controls	Who	Guide
Chart of accounts	Accounts › Chart of Accounts	The accounts everything posts to.	Finance administrator	Set up the chart of accounts
Fiscal years and periods	Accounts › Period Closing	Which dates can be posted to.	Finance administrator	Close a period
Currency Setup	Settings › Currency Setup	Base currency, other currencies, exchange rates and gain/loss accounts.	Finance administrator	Set up currencies
Dimension Setup	Settings › Dimension Setup	Dimension types and values for reporting, for example Project or Department.	Finance administrator	Set up dimensions
Taxes	Settings › Taxes	VAT, withholding tax and other taxes, their rates and accounts.	Finance administrator	Set up taxes
Default Account	Settings › Default Account	The accounts documents post to while you use account settings.	Finance administrator	Set up default accounts
Posting Settings: product and business posting groups, general posting setup, VAT posting setup, switch-over	Settings › Posting Settings (tabs)	Accounts by product type and customer or vendor type, VAT by group, and switching to posting groups.	Finance administrator	Set up posting groups, How invoices get their accounts
Customer Posting Groups	Settings › Posting Settings	The receivable account for each kind of customer.	Finance administrator	Set up customer posting groups
Fixed asset classes, categories and posting groups	Accounts › Fixed Assets	How assets depreciate and which accounts they post to.	Finance administrator	Set up fixed assets
Budget Enforcement	Settings › Budget Enforcement	Whether overspending a budget warns or blocks.	Finance administrator	Set up a budget
Opening Balance	Settings › Opening Balance	The balances you start with.	Finance administrator	Enter opening balances

Sales

Screen	Where	What it controls	Who	Guide
Receipt Settings	Settings › Receipt Settings	Whether receipts are emailed to customers when a payment is recorded.	Finance administrator	Set up receipt settings
Invoice Reminders	Settings › Invoice Reminders	Switching payment reminders on, and the default reminder policy.	Finance administrator	Set up invoice reminders
Reminder Policies	Settings › Reminder Policies	When payment reminders go out and what they say.	Finance administrator	Set up reminder policies
Schedule Policies	Settings › Schedule Policies	How often recurring invoices, bills and journals repeat.	Finance administrator	Set up schedule policies
Credit Note Reason Accounts	Settings › Credit Note Reason Accounts	The account each credit note reason posts to.	Finance administrator	Set up credit note reason accounts

Purchases

Screen	Where	What it controls	Who	Guide
Vendor Posting Groups	Settings › Posting Settings	The payable account for each kind of vendor.	Finance administrator	Set up vendor posting groups

Purchases also use approval workflows (for requisitions, quotes and purchase orders), taxes and inventory settings (the default purchase location). See the purchase process overview.

Inventory

Screen	Where	What it controls	Who	Guide
Master Data	Settings › Master Data	Units of measure, categories, locations, reason codes and additional cost types.	Inventory administrator	Set up master data
Inventory Settings	Settings › Inventory Settings	Reorder and expiry alerts, batch numbers, costing method, default locations, movement rules.	Inventory administrator	Set up inventory settings
Inventory Posting Groups and Inventory Posting Setup	Settings › Posting Settings	The stock account for each location and group.	Finance administrator	Set up inventory posting
Requisition Settings	Inventory › Requisitions › Settings	Shortage approval, stock reservation and posting by purpose for internal stock requests.	Inventory administrator	Set up requisition settings

Projects

Screen	Where	What it controls	Who	Guide
Project Settings	Settings › Project Settings	Resource types and roles, consumption location, service lines, readiness, optional features, period close, finance alerts, migration.	Project and finance administrators	Set up project settings
Project Posting Groups	Settings › Posting Settings	The work in progress, deferred income, sales and cost accounts projects post to.	Finance administrator	Set up project posting groups
Markup Settings	Settings › Markup Settings	Markup templates used to price project quotations.	Project and commercial administrators	Set up markup settings
Manufacturing settings	Projects › Manufacturing (programmes, work centres, routings, overhead rules, scrap reasons, devices)	How manufacturing projects are planned and costed.	Manufacturing administrator	Guide to come

HR

Screen	Where	What it controls	Who	Guide
Employee records and supervisors	HR › Employee Record	Departments, line managers and grades that approvals route by.	HR administrator	Set up employees and supervisors
HR Settings	Settings › HR Settings	Departments, branches, job titles, employment types, job categories, public holidays, email templates and rent relief.	HR administrator	Set up HR settings
Leave set-up	HR › Leave	Leave groups, types and balances.	HR administrator	Set up leave
Expense settings	HR › Expense › Settings	Expense categories, types, rates, approvals and payout.	HR and finance	Set up expenses
Loan types	HR › Loan › Loan Types	The kinds of loan staff can apply for.	HR administrator	Set up loans
Performance set-up	HR › Performance	Financial years, cycles, templates, KPIs and eligibility.	HR administrator	Set up performance
Payroll settings	HR › Payroll (no menu entry yet)	Pension rates, pro-rating, the current setting and payroll approval stages.	Payroll administrator	Set up payroll settings
Payroll tax config	HR › Payroll › Tax config	PAYE tax bands and reliefs.	Payroll administrator	Guide to come
Attendance Configuration and Timesheet Settings	HR › Attendance	Check-in rules, working hours, reminders, timesheet periods and time types.	HR administrator	Set up attendance and timesheets
Other HR set-ups	HR › Complaints › SLA Setup, Exit › Exit Settings, Forms › Settings, Employee Engagement › Holiday Greetings › Setup and Employee Milestones › Configuration	Complaint deadlines, exit process, form settings, greetings and milestone messages.	HR administrator	Guides to come

Approvals

Screen	Where	What it controls	Who	Guide
Approval Settings: dashboard, approval tracking, audit log, approval workflow, approver profiles, module settings, services	Settings › Approval Settings	Which documents need approval, who approves at each level, and the history of every decision.	System and finance administrators	Set up approval workflows

Where each module's settings are explained

• Accounting: accounting overview.
• Purchases: purchase process overview.
• Sales: each sales guide lists its settings under Before you start, for example create an invoice.
• Inventory: add products and services.
• HR: HR setup overview.