General Settings for Transactions
General Settings
💡This page explains the General Settings that directly affect transactions.
Note
The defaults are the values for new databases, new users and new Transaction Types. Your database may have different values.
| Setting | Description | Default |
|---|---|---|
| Accounting > Enable Override on Trial Errors | Checkbox. If checked, the option to override trial errors appears on transactions. This setting applies to all Transaction Types.
| Unchecked |
| Accounting > Exclude Transaction ID's from VAT Reconciliation (e.g. <> 2, not in (1,2,3)) | The Transaction Type used for VAT Payments or Refunds must be excluded from the VAT reconciliation. For example, if the ID for the VAT Payments Transaction Type is 24, the entry is: <> 24. | Blank |
| Accounting > Password to edit read-only Transactions in Ledger | If a password is entered in the Value column, it can be used to edit transactions regardless of their statuses. This setting applies to all Transaction Types. | Blank |
| CRM > Transaction Type ID's for Customer Credit Notes (e.g. = 2, in (1,2,3)) | Enter the transaction IDs in the Value column as per the example. | Blank |
| CRM > Transaction Type ID's for Customer Invoices (e.g. = 2, in (1,2,3)) | Enter the transaction IDs in the Value column as per the example. | Blank |
| CRM > Transaction Type ID's for Customer Orders (e.g. = 2, in (1,2,3)) | Enter the transaction IDs in the Value column as per the example. | Blank |
| CRM > Transaction Type ID's for Quotations (e.g. = 2, in (1,2,3)) | Enter the transaction IDs in the Value column as per the example. | Blank |
| Cashups > Filter - Transaction Types (e.g. = 2, in (1,2,3)) | Enter the transaction IDs in the Value column as per the example. | Blank |
| Cashups > Transaction Type - Cashup Shortfall | Provides a dropdown list of all the Transaction Types for you to select one. | Not set |
| Cashups > Transaction Type - Cashup Surplus | Provides a dropdown list of all the Transaction Types for you to select one. | Not set |
| Items & Inventory > Decimals used to display Inventory quantity (0-4) | Enter a number in the Value column. This setting also affects the number of decimals displayed in transactions. | 0 |
| Items & Inventory > Item Costings - Transaction Type | Provides a dropdown list of all the Transaction Types for you to select one. | Not set |
| Items & Inventory > Transaction used for Inventory Adjustments | Provides a dropdown list of all the Transaction Types for you to select one. | Not set |
- Mobile App > Inventory: Transaction Type – Goods Issued: Provides a dropdown list of all the Transaction Types for you to select one.
- Mobile App > Inventory: Transaction Type – Goods Received: Provides a dropdown list of all the Transaction Types for you to select one.
| Setting | Description | Default |
|---|---|---|
| Output (Print, PDF, Email) > BCC emails to the following address | Enter an email address in the Value column. | Blank |
| Output (Print, PDF, Email) > Output Templates | Provides an interface to link Output Templates to the various modules, including Transaction Types. (Output refers to the forms or reports generated from transactions e.g. Quotations, Invoices.) | Not applicable |
- Payments – Transaction Type – Customer Payments: Provides a dropdown list of all the Transaction Types for you to select one.
| Setting | Description | Default |
|---|---|---|
| Production > Projects Transaction | Provides a dropdown list of all the Transaction Types for you to select one. | Not set |
| Production > Tasks Transaction | Provides a dropdown list of all the Transaction Types for you to select one. | Not set |
| Supplier Payments > Transaction Type - Accruals - Foreign Currency Payments | Provides a dropdown list of all the Transaction Types for you to select one. | Not set |
| Supplier Payments > Transaction Type - Supplier Discounts | Provides a dropdown list of all the Transaction Types for you to select one. | Not set |
| Supplier Payments > Transaction Type - Supplier Payments | Provides a dropdown list of all the Transaction Types for you to select one. | Not set |