Find and read your settings
Open Configuration, pick a group, then a screen. Every screen shows the values in force now for the business unit in the header.
Video coming soon: Tour of ConfigurationFind a screen
Click Configuration in the left menu. Its groups are Finance, Sales, Purchase, Item Central, People, Production, Communication and Security. Click a group and the list beside the page shows that group's screens. Click a screen to open it. The one you are on is highlighted.
You can also press Ctrl+I to open the Navigator and type a screen name. It finds most Configuration screens, but not all of them, so use the menu when a name does not appear.
On a narrow window the list shows shorter names for the same screens.
Read the values
A screen opens with the saved values already filled in. There is no separate read-only view: the form is the view. To change a value, edit it and use the screen's save button. If you leave without saving, nothing changes.
Everything is scoped to the business unit in the header, except the few organisation-wide screens such as Session Timeout. Switch unit in the header to read another unit's values.
Why a screen is missing
| Reason | What happens |
|---|---|
| Your role | The Production group and External Sharing are shown to tenant administrators only. |
| Your country | Tax Configuration and E-Way / E-Invoice Config are shown for India only. |
| Packages are off | Packages is not listed. |
| Your plan | A screen for a module your plan does not include is not listed. See Subscription plans. |
What is not on these screens
There is no search box in the list, no change history for settings, no side by side comparison of two business units and no copy of values from one unit to another. Export and import are not offered for settings as a whole. A few screens have their own, such as the Chart of Accounts: each page says so.
On mobile
There is no Configuration screen on the phone. Use the admin portal in a web browser. 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
The Navigator does not find my screen
Not every screen is listed in it. Open the screen from the Configuration menu.
I see different values from a colleague
Check the business unit in the header. Each unit has its own values.