Description

Manage all SoftLedger System Settings from this page. Toggling any field will take effect immediately after hitting the submit button. If you are uncertain or have further questions about any setting please contact support@softledger.com

 The following settings are available

  • Date Format -The format of dates that will be used in the system i.e. YYYY-MM-DD would show January 20th, 2019 as 2019-01-20. If you require a format not available, please contact support@softledger.com.
  • Inventory Costing Method - Costing Method used for calculating inventory cost basis. FIFO(first in first out) is currently available. This cannot be changed if any stock adjustments exists in the system.
  • Internal Item Display Field - ["Name", "SKU"] This controls which field of an Item will be used to refer to the item throughout the system( options are Name and SKU).
  • Default Line Item Type - ["Description", "Item", "Kit"] This controls what line item type is the default when you are creating a Bill/Invoice/PO/SO.
  • Email On Invoice Issued - Invoices will automatically be emailed to the Customer's primary email address (not the default contact's email address) upon issuance.
  • Email On Purchase Order Issued - Purchase Orders will automatically be emailed to the Vendor's primary email address (not the default contact's email address) upon issuance.
  • Email On Sales Quote Issued - Sales Quotes will automatically be emailed to the Customer's primary email address (not the default contact's email address) upon issuance.
  • Email On AR Credit Issued - AR Credits will automatically be emailed to the Customer's primary email address (not the default contact's email address) upon issuance.
  • Use Location Entity on PDF Documents - Overrides the System Company Details with the Location details for all documents(Invoices, Purchase Orders, Sales Quotes/Orders).e.g. When off, global location details will be shown on PDF documents, when on, the location the object was booked in will be used on the documents PDF.
  • Post Journal on Cash Receipt Creation(Unapplied Cash) - Journal entries are recorded when cash receipts are created (as opposed to only when cash is applied to an invoice). If you plan to create cash receipts that will not be tied directly to an invoice, this setting will need to be enabled.
  • Post Journal on Vendor Credit Creation(Unapplied Credit) - Journal entries are recorded when vendor credits are created (as opposed to only when credit is applied to a bill).
  • Confirm Object Deletion - Enables a confirmation prompt before deleting any object
  • Show Currency Symbol as Code instead of Symbol - Display currencies using the ISO4217 code as opposed to the currency's symbol.
  • Show Currency Symbol as Code instead of Symbol On PDFs - In PDF documents display currencies using the ISO4217 code as opposed to the currency's symbol.
  • Allow Intercompany Entries - Enable intercompany journal entries.
  • Allow Intercompany Elimination - Automatically eliminate financial impact of an intercompany journal entry at the parent of both locations used in the intercompany entry. This will be visible in an elimination column in financials.
  • Hide Locations From Financials - Turn this off to not display the location ID code on each line of the financial statements.
  • Auto Approve AR Payments - with this turned on when a user applies a cash receipt to an invoice, the payment is automatically approved, no 'created' status
  • Auto Approve AP Payments - with this turned on when a user pays a bill, (manual/vendor credit/check) the payment is automatically approved, no 'created' status

Did this answer your question?