27 docs tagged with "settings"

Lock accounting periods per business unit so transactions dated on or before the closing date can't be created, edited or deleted through any channel.

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Manage AI settings in Bizconnekt admin, including Playbooks — reusable, admin-approved instructions that guide the in-product assistant for your team.

Give every quote, order and invoice its own automatic reference in Bizconnekt Admin. Set a prefix, financial-year and running series for each document type.

Understand and manage your Chart of Accounts in Bizconnekt admin — the ledger accounts your books post to. Start from the ready-made list, add accounts, and keep Tally in sync.

Set up the ready-made email messages Bizconnekt sends when you share a quote, invoice, or payment reminder, so every document goes out branded and complete.

Set your base currency, date format, and decimal places once in Bizconnekt admin so every quote, invoice, bill, and report reads the same way across your business.

Add an authorised signature or company stamp to your Bizconnekt documents, so it appears automatically on the printed and shared copies of invoices and orders.

Set the supporting files each document type must carry in Bizconnekt Admin, so a purchase order or invoice can't be saved without its signed quote or proof.

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Create branded email messages Bizconnekt sends with your quotes, invoices, and payment reminders, with the customer name, document number, and amount filled in automatically.

Set employee expense rules in Bizconnekt admin: categories, per-category spending limits, when a receipt or approval is required, and per-km and per-day rates.

Create follow-ups automatically when a bill, invoice or delivery challan is saved, timed to its due or delivery date, and close them when it is settled.

Set your employee expense rules in Bizconnekt admin: expense categories, spending limits, receipt and approval requirements, and per-km and per-day rates.

Choose per business unit whether the Payments Made form must have the supplier's bank account selected before a bank-transfer payment can be saved.

Create reusable payment terms like Net 30 or advance in Bizconnekt admin, attach them to customers, suppliers, and documents, and let due dates calculate automatically.

Playbooks are reusable, admin-approved instructions that guide Bizconnekt's in-product assistant, so common questions get the same, correct answer each time.

Set a default production store for each location so work order stages executed there have their store filled in automatically, while operators can still change it.

Connect a business unit's own Razorpay account in Bizconnekt Admin: enter your keys, set the webhook, pick the ledgers, and switch online payments on or off.

Control how your organisation signs in from the Admin console: review and revoke active sessions, set a session timeout, audit sign-ins and require MFA.

Review every sign-in and failed sign-in attempt for your business unit over the last year: who, how, from which device and IP, and how each session ended.

Lock or sign out users after 30 minutes, 1 hour or 2 hours of inactivity, and let them resume a locked Bizconnekt session with a 4-digit sign-in PIN.

Turn on Strict Audit Mode per business unit so that an invoice, bill, payment, order or journal is cancelled if its audit trail entry cannot be recorded.

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Download the Tally Connector, issue its one-time credentials, check whether it is online and Tally is reachable, and revoke or replace its key from the Admin console.

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Work Order settings for each business unit: choose relaxed or strict material handover, and decide whether intermediate stage inputs count as material demand.