Description

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

 

Setting Options

  • 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.
  • PDF Date Format - The format of dates that will be used on PDFs 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.
  • Invoice Amount Precision - set the precision for number of decimal places(e.g. 4 would display "0.0000") to appear in the Unit field of line items within the Invoice. This will carry through to display in PDFs sent or downloaded as well.
  • Bill Amount Precision - set the precision for number of decimal places(e.g. 4 would display "0.0000") to appear in the Unit field of line items within the Bill. This will carry through to display in PDFs sent or downloaded as well.
  • Purchase Order Amount Precision - set the precision for number of decimal places(e.g. 4 would display "0.0000") to appear in the Unit field of line items within the Purchase Order. This will carry through to display in PDFs sent or downloaded as well.
  • Sales Order Amount Precision - set the precision for number of decimal places(e.g. 4 would display "0.0000") to appear in the Unit field of line items within the Sales Order. This will carry through to display in PDFs sent or downloaded as well.
  • 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.
  • Work in Process Sales Orders- Enables work in process journal entry when fulfilling a sales order line prior to completion of the order.
  • 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. Note: If planning to use Checks for AP, this setting MUST be ON.
  • Hide Tax amount and Tax Code from Invoices - Tax amounts and codes will not be visible when entering a new Invoice in the user interface when this setting is off.
  • Hide Tax amount and Tax Code from Bills - Tax amounts and codes will not be visible when entering a new Bill in the user interface when this setting is off.
  • Hide Tax amount and Tax Code from Purchase Orders - Tax amounts and codes will not be visible when entering a new Purchase Order in the user interface when this setting is off.
  • Hide Tax amount and Tax Code from Sales Orders - Tax amounts and codes will not be visible when entering a new Sales Orders in the user interface when this setting is off.

Make one or more changes and click the Save button to be sure settings changes take effect.