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This text refers to program version 8.5  

Introduction to Settings in the System Module

The System module contains the following settings:

To edit a setting when you are using Windows or macOS, first ensure you are in the System module using the [Switch Module] button in the Navigation Centre or the Ctrl-0 (Windows) or ⌘-0 (macOS) keyboard shortcut. Then, click the [Settings] button, also in the Navigation Centre, or use the Ctrl-S/⌘-S keyboard shortcut. The 'Settings' list shown above appears. Double-click the item that you need in the list.

To edit a setting when you are using iOS or Android, ensure you are in the System module using the [Switch Module] button in the Navigation Centre. Select 'Settings' from the Tools menu (with 'wrench' icon). A list similar to the one shown above appears. Then, tap the item that you need in the list.

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Please follow the links below for details about each setting:

• Access Groups
  

• Active Users
  

• Auto Actions
  

• Backup Settings
  

• Bank Holidays
  

• Base Currency
  

• Base Currency Rates
  

• Cloud Security
  

• Company Date and Numeric Format
  

• Company Info
  

• Configuration
  

• Conversions - Master, Conversions - Accounts and VAT Code
  

• Conversions - Master, Conversions - Activity Types
  

• Conversions - Master, Conversions - Contact Classifications
  

• Conversions - Master, Conversions - Contacts
  

• Conversions - Master, Conversions - Currency Codes
  

• Conversions - Master, Conversions - Items
  

• Conversions - Master, Conversions - Locations
  

• Conversions - Master
  

• Conversions - Master, Conversions - Suppliers
  

• Conversions - Master, Conversions - Tags/Objects
  

• Conversions - Master, Conversions - Users
  

• Countries
  

• Countries Regions
  

• Currency Round Off
  

• Days and Months

• Departments
  

• Discount Options
  

• Display Groups
  

• Exchange Rates Settings
  

• Form Settings
  

• Global Locking
  

• Global Warnings on UnOKed Records
  

• Internet Enablers
  

• Journaling
  

• KPIs
  

• Languages
  

• Locking
  

• Locking Exceptions
  

• Nature of Business
  

• Number Series Defaults
  

• Opened Record History
  

• Optional Features
  

• Password Security
  

• Printers
  

• Remote Backups
  

• Reporting Periods
  

• Round Off
  

• Sales Groups
  

• Single Functions
  

• Special Days
  

• Styles
  

• Sub-Ledger Control Accounts
  

• Task Manager Access
  

• User Warnings on UnOKed Records
  

• Values in Text
  

• VAT Reg. Number Masks
  

• Weeks

Go back to:

• Home page for System Module manual
  

• Home page for Standard ERP manual

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