Settings reference
Every settings page, grouped as you will find them.
Open Settings from the sidebar. A search box at the top finds a page by name. Where a page has its own guide, it links to it.
| Page | What you set |
|---|---|
| General | Business name, logo, address, contact details and basic preferences. |
| Organisation, Branches, Brands | See Companies, brands & branches |
| Currencies | Accepted currencies and exchange rates. Rates can follow the live market (Automatic, with an optional margin), or be typed by you (Manual). A currency converter and live-rate check are included. |
| Tax | See Tax & VAT documents |
| Fiscal year | See Accounting |
| Numbering | Prefix, digits and next number for every document type. |
| Business hours & holidays | Opening hours per day (including past midnight), the weekend, time zone, and public holidays. Optionally stop POS sales outside business hours. The POS shows closed on holidays. |
| Inventory defaults | SKU numbering, new-product defaults, costing method, stock rules and reordering. See Warehouses & stock control |
| Payment terms | See Payments, expenses & income |
| Payment gateways | See Payments, expenses & income |
| Rounding | Round totals to the nearest 1, 5 or 10, or to quarter or half units, up, down or nearest, for POS sales and invoices. A live preview shows a total before and after. |
| Reward points | See Discounts, coupons & loyalty |
| Approvals | Rules for which actions need approval and above what amount. |
| Invoice, Receipt layout, Barcode, Printers | See Receipts, invoices & printers |
| POS | See POS terminal |
| Mail, SMS, SMS templates, Notification settings, Daily owner summary | See Notifications & messaging |
| Courier services | See courier-pro |
| HRM | HR defaults used by attendance, leave and payroll. |
| Theme, Branding, Languages | See Companies, brands & branches and the section below. |
| Custom fields, Data export & import, Demo data | See Import, export & custom fields |
| Two-factor, Sessions, Password policy, IP restrictions, Single sign-on, API keys, Audit log, Activity log, Data retention | See Security |
| Scheduled reports | See Reports |
| Backup database | See backup |
| Modules | Switch business modules on or off. A module that others depend on cannot be switched off until those are off. Switching on one can switch on the ones it needs. |
| Add-ons | See addons |
| License & updates | See Licence activation and updating |
| System configuration | See system |
Modules#
Where Settings → Modules
Turn off what you do not use for simpler menus. Nothing is deleted: switch a module back on and its records are exactly as you left them. Each module shows what it includes, what it works with, and what depends on it. The Add-ons section lists installed add-ons and whether they are enabled.
Core modules#
These 19 modules can be switched on or off under Settings → Modules: Dashboard, Users & Roles, Settings, Communication, Approvals, Contacts, Inventory, Purchases, Sales, Point of sale, Instalments, Quotations, Promotions and loyalty, Delivery, Expenses, Income, Accounting and banking, HR and payroll, Reports.
Languages#
Where Settings → Languages
English is built in, and Arabic, Bengali and Hindi translation files are included. The catalogue offers 90 languages you can install, with right-to-left layout for Arabic, Persian, Hebrew, Pashto, Sindhi and Urdu. More than 3,400 interface strings can be translated. You can install or uninstall languages, edit any string, import and export translation files, and use an optional automatic-translation provider to fill missing strings.
All 90 languages
Afrikaans, Amharic, Arabic, Azerbaijani, Belarusian, Bulgarian, Bengali, Bosnian, Catalan, Czech, Welsh, Danish, German, Greek, Spanish, Estonian, Basque, Persian, Finnish, Filipino, French, Irish, Galician, Gujarati, Hausa, Hebrew, Hindi, Croatian, Hungarian, Armenian, Indonesian, Igbo, Icelandic, Italian, Japanese, Javanese, Georgian, Kazakh, Khmer, Kannada, Korean, Kurdish, Kyrgyz, Lao, Lithuanian, Latvian, Malagasy, Macedonian, Malayalam, Mongolian, Marathi, Malay, Maltese, Burmese, Nepali, Dutch, Norwegian, Odia, Punjabi, Polish, Pashto, Portuguese, Portuguese (Brazil), Romanian, Russian, Kinyarwanda, Sindhi, Sinhala, Slovak, Slovenian, Somali, Albanian, Serbian, Swedish, Swahili, Tamil, Telugu, Tajik, Thai, Turkmen, Turkish, Ukrainian, Urdu, Uzbek, Vietnamese, Xhosa, Yoruba, Chinese (Simplified), Chinese (Traditional), Zulu.
Theme and branding#
Where Settings → Theme
Choose the accent colours and appearance of the application, and reset to defaults. Upload your logo and set your brand colours under Branding.
Currencies in detail#
| Field | What it does |
|---|---|
| Default (base) currency | All other rates are worth this much of it. |
| Add currency | Pick a common one or type your own: name, code, symbol and exchange rate. |
| Rate updates | Manual (you set rates) or Automatic (follow the market, with a margin). A currency can stay manual even when others follow the market. |
| Your rate and Market | Compare your rate with the market and press Use the market rate. |