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Set up Configuration

Check the Finance screens first, then document numbering, then the defaults for the modules you use, and save each screen as you go.

5 min readYou need: Tenant administratorBefore you start: the business unit is created and chosen in the header

Quick set-up​

About 20 minutes
  1. Pick the business unit in the header. Open Configuration › Finance › Default Formats and check the currency, Date format and decimal places. Save.
  2. Open Configuration › Finance › Payment Terms and keep the terms you use.
  3. Open Configuration › Finance › Auto ID and set the prefix and starting number of each document you will create.
  4. Open the Sales, Purchase and Item Central screens you need and review their starting values.
  5. Create one test document in the business app and check the number, date and defaults.

Done. Each screen shows a success message after you save, and your first document gets the number and format you chose.

Video coming soon: Set up Configuration on day one

Before you start​

Each business unit has its own Configuration. A new unit starts with values for its country, so you are adjusting, not starting from blank. Do the first-day set-up before people create documents: new values apply to documents created after you save, and numbering is hard to change once documents exist.

Full guide​

1. Formats and accounts​

Open Configuration › Finance. Work down the list in the order it shows.

India

In India also open Tax Configuration and GSTIN.

2. Numbering and signing​

Auto ID decides the number each new document gets. Set it before the first real document. Then Docs Check List and Digital Signature set which files a document should carry and how it is signed.

3. Modules you use​

Open only the groups you use: Sales, Purchase, Item Central, People, Production and Communication. Each page lists the starting value of every field so you can see what you are keeping.

4. Security​

Review Session Timeout and Multi-Factor Auth once your people are signed in. These apply to your whole organisation.

What to do next​

  1. Set up role permissions and approval workflows.
  2. Add your people in Manage users.
  3. See Find and read your settings to come back later.

On mobile​

You cannot set up Configuration on the phone. Use the admin portal in a web browser. What you save applies on the phone too. The Android app is on Google Play. The iPhone app is coming soon to the App Store. Same on iPhone and Android.

Who can open it​

Tenant administrators only.

Problems and fixes​

A screen I expected is missing

Some screens depend on your plan, your country or your role. Production and External Sharing are for tenant administrators only, Packages appears when packages are turned on, and the two India tax screens appear for India only. See Find and read your settings.

I changed a value but old documents did not change

New values apply to documents created after you save. Existing documents keep what they had.