Settings
Accounting defaults: accounts, posting rules, controls and payroll mapping.
Overview
Settings is organised in tabs: General, Chart of Accounts, Core Default Accounts, Sales Posting, Purchase Posting, Banking, Tax Accounts, Exchange Gain/Loss, Write Off & Discounts, Advance Payments, Fixed Assets, Deferred Accounting, Cost Centers, Finance Books, Budget Controls, Audit & Controls and Payroll.
When a company’s country and business type are selected, accounts are mapped automatically; you can then adjust any of them.
When to use settings
- You finish setting up a company.
- You change which account a document type posts to.
Step by step
In the Accounting module open Configuration in the green navigation bar, then choose Settings under Accounting.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- accounting.settings.read
- accounting.settings.update