General Settings

• Update Settings Captions: Updates the settings’ captions. Use this function if the captions are blank after adding them to the settings list.
• Delete: Deletes the entry. If deleted, the entry reverts to its default value and can be added again.

A submenu with Delete for the entry.

Deleted settings revert to their default values and can be added again by clicking Add/Update (button).

Checkbox.

If checked, all the available settings appear, including those already added to the Settings interface.

Checkbox:

• If checked, an accounting budget also shows the Statement of Financial Position accounts, where you enter the budgeted closing balance of each account for each month, and Budgets vs Actuals has a Financial Position view.
• If unchecked, budgets cover the Statement of Profit or Loss only.

See Budgets Interface.

The available options are:

• Local Currency to Foreign Currency (How much of the foreign currency can one unit of the local currency buy?)
• Foreign Currency to Local Currency (How much of the local currency can one unit of the foreign currency buy?)

See Currency Settings.

The number of decimal places to use when converting currencies. Choose 2 or 3.

See Currency Settings.

Checkbox.

If checked, payments and credit and debit notes can be allocated to specific invoices.

See Transaction Allocations.

Checkbox:

• If checked, multi-currency is enabled.
• If unchecked, the currency lookups and columns in the Customer Age Analysis, Supplier Age Analysis, Ledger and Transactions are disabled.

See Currency Settings.

Provides a list of Transaction Types when Edit is clicked.

Transaction Types can be excluded by moving them from the Available to the Selected section.

See Tax Reconciliation Setup Tutorials.

Select the month in which your financial (fiscal) year starts from the dropdown list.

See Statement of Profit or Loss Interface.

Enter the number of months that a VAT return covers (that is, how often you must report and pay over VAT to the revenue services).

See Tax Reconciliation Setup Tutorials.

The maximum file size that can be uploaded when using the Notes & Attachments feature.

If this size is exceeded when uploading an attachment, an error message appears.

Captured images (e.g. from a camera) are resized to Max FHD 1920×1080.

Enter the name of the messaging app.

This name appears on forms for you to enter the applicable number.

It also appears on the Mobile App, where a button next to the number opens a chat in the messaging app.

Create a generic email signature for all users.

Use the [user_…] data tags ([user_first_names], [user_surname], [user_full_name], [user_email], [user_tel], [user_mobile] and [user_position]), which are filled in with the sending user’s details when an email is generated.

The stationery is added wherever an email body template contains the [user_stationery] tag (see Email Templates).

If a user has their own Email > Email Stationery user setting, that is used instead.

Select a font from the fonts installed on the computer.

The default font of the HTML editor (notes, email stationery and email bodies): when the editor opens, the toolbar shows this font, and new text, or plain text entered in a new note, is shown in it. The Service Manager Detail tab also uses it.

Saved notes and stationery are not changed until they are edited.

See Notes and Attachments Panel.

Enter the default font size of the HTML editor.

It works in the same way as Default - Font name for HTML.

See Notes and Attachments Panel.

Checkbox:

• If checked, notes (Notes, items and transactions) can be formatted in the HTML editor and are saved as HTML. The note lists show the formatted notes, and Clear Formatting makes a note plain text again.
• If unchecked, notes are plain text.

Notes written before stay plain text until they are edited in the HTML editor. See Notes and Attachments Panel.

Select a country.

This setting is not used by BOS yet.

Enter the number of months to retain logs.

Once a day, the first time someone logs in to the database, deletes all the changelog entries that are older than the retention period.

If 0, no entries are deleted.

Checkbox:

• If checked, the Stock Price of every stock item and location is worked out at once from its first movement (this can take a moment on a large database), then kept up to date as a moving weighted average (base unit, local currency) whenever stock is received, issued or adjusted.
• If unchecked, the Stock Prices stay as they are and are no longer updated.

It can be checked at any time, even when there are already stock transactions. Saved transaction entries are not re-priced, and there is no need to run Rebuild Inventory Report afterwards. See Item Prices Explained.

Select from 0 to 4 decimals.

See Inventory Terms and Information.

Select which item types to enable.

The options are:

• Material: A general all-purpose item.
• Task: A general service-related item, or an item that is part of a costing or assembly.
• Outwork: Services or products that are outsourced.
• Costing: A collection of items used to calculate a cost and selling price.
• Substrate (Sheets): Applies to industries that use substrate sheets (e.g. printing).
• Substrate (Reels): Applies to industries that use substrate reels (e.g. printing).
• Assembly: Allows items to be combined to incorporate all the processes in production and costings. Used for a Bill of Materials.
• Substrate (Square Metres): Applies to industries that use substrates that are measured in square metres (e.g. printing).

Enter a key to access the online library.

This key is used by an external database to gain access to this database.

See Online Libraries.