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System Settings Overview

What are System Settings?​

System Settings is your control center for configuring how Bizconnekt operates across your entire organization. Set up accounting formats, document numbering, tax rules, and entity-specific configurations that apply platform-wide. Configure once during initial setup, then adjust as your business evolves.

Who Uses This?​

Tenant Administrators

Configure and maintain all system-wide settings

Finance Heads

Set up accounting policies and tax configurations

Business Owners

Define organizational standards and compliance rules

Operations Managers

Configure document workflows and entity settings

Key Settings Categories​

Foundation Settings​

Accounting - Base currency, date formats, decimal precision, chart of accounts, payment terms

Documents - Auto ID generation, document checklists, digital signatures for various document types

Compliance & Configuration​

Taxes & Compliance - GST configuration, tax rates, GSTIN management, compliance settings

Entity Settings - Module-specific configurations for Items, Suppliers, Customers, and all transaction types

How It Works​

Configuration Flow

Initial Setup during onboarding - Configure base settings like currency, date format, chart of accounts

Document Configuration - Set up auto-numbering and checklist requirements for all document types

Tax Setup - Configure GST treatment lists and tax rates applicable to your business

Entity Customization - Define specific settings for each module (Items, Purchase, Sales, Finance)

Ongoing Maintenance - Adjust settings as business requirements change

Settings Sections​

1. Accounting​

Financial Foundation

Configure fundamental accounting parameters that apply across all financial transactions.

What You Can Configure:

  • Base Currency (₹, $, €, etc.)
  • Date Format (dd/mm/yyyy, mm/dd/yyyy, yyyy/mm/dd)
  • Decimal Format (1-4 decimal places)
  • Chart of Accounts (view and customize account structure)
  • Payment Terms (Net 30, Net 60, custom terms)

Impact: Affects all invoices, bills, reports, and financial documents platform-wide.

Learn More: Accounting Settings

2. Documents​

Document Lifecycle Management

Control how documents are numbered, what attachments are required, and digital approval signatures.

What You Can Configure:

  • Auto ID for all document types (Items, POs, Invoices, etc.)
  • Document Checklists for mandatory attachments
  • Digital Signatures for Purchase Orders, Sales Orders, Invoices, Quotations

Impact: Ensures consistent document numbering and attachment compliance across modules.

Learn More: Document Settings

3. Taxes & Compliance​

GST and Tax Configuration

Set up tax treatment rules, GST rates, and compliance parameters for Indian taxation.

What You Can Configure:

  • GST Treatment List (tax rate categories)
  • Reverse Charge Mechanism toggle
  • Tax Rates (0%, 2.5%, 5%, 6%, 9%, 12%, 14%, 18%, 28%)
  • GSTIN management (add multiple GSTINs)
  • GST Filing (future functionality)

Impact: Automatically applies correct tax rates on all purchase and sales transactions.

Learn More: Taxes & Compliance Settings

4. Entity Settings​

Module-Specific Configurations

Customize behavior for each entity type and transaction document across the platform.

Available Entity Configurations:

  • Items
  • Inventory
  • Suppliers
  • Purchase Orders
  • Quotation
  • Sales Order
  • Delivery Challan
  • Invoice

What You Can Configure Per Entity:

  • Auto ID settings (enable/disable, prefix, series start number)
  • Document checklist requirements
  • Digital signature requirements
  • Entity-specific field behaviors

Impact: Tailors each module to your specific business workflow and compliance needs.

Learn More: Entity Settings

5. Notifications​

Communication Channels

Configure email, SMS, and WhatsApp notifications for system events.

Channels Available:

  • Email notifications
  • SMS alerts
  • WhatsApp messages (future)

Status: Configuration interface under development.

6. Integrations​

Third-Party Connections

Set up integrations with external systems and services.

Available Integrations:

  • WhatsApp Business API

Status: Integration options expanding based on customer needs.

Getting Started​

Setting TypeWhen to ConfigureTime Required
AccountingDay 1 - During initial setup10-15 minutes
DocumentsDay 1 - Set up numbering schemes15-20 minutes
Taxes & ComplianceDay 1 - Configure GST rules10-15 minutes
Entity SettingsAs you enable each module5 minutes per entity

Important Notes​

Configuration Impact:

Settings configured here apply across your entire organization and all business units. Changes may affect existing transactions, reports, and workflows.

Access Required:

  • Only users with Tenant Administrator or System Admin roles can modify system settings
  • Regular users can view settings but cannot make changes

Best Practice:

  • Configure all base settings during initial setup before creating transactions
  • Test settings changes in a non-production environment when possible
  • Document your configuration decisions for future reference

Quick Navigation​

Configure Accounting:

Set Up Documents:

Configure Taxes:

Customize Entities:

Quick Tips​

Best Practices

Complete Accounting settings first as they affect all financial modules

Set up Auto ID patterns before creating your first transaction in each module

Configure GST treatment list during setup to ensure proper tax calculation

Review Entity settings as you enable new modules to customize behavior

Need help? Contact support at support@bizconnekt.com