General Settings

General settings configure company information, regional preferences, and system-wide defaults. This guide covers all general configuration options.

Overview

General settings enable you to:

• Configure company information
• Set regional preferences
• Define system defaults
• Manage business rules
• Configure notifications
• Set up branding

Accessing General Settings

Navigate to Settings → General to access general settings.

Company Settings

Company Information

Configure your organization:

Field	Description
Company Name	Legal business name
Trading Name	DBA or brand name
Registration	Business registration number
Tax ID	Tax identification
Address	Physical address
Phone	Main phone number
Email	Primary email
Website	Company website

Multiple Locations

For multi-site organizations:

1. Add headquarters
2. Add branch offices
3. Add warehouses
4. Set default location

Logo and Branding

Upload brand assets:

• Company logo
• Favicon
• Email header
• Document watermark

Regional Settings

Localization

Setting	Options
Country	Primary country
Timezone	Local timezone
Language	Interface language
Currency	Default currency

Date and Time

Setting	Example
Date Format	DD/MM/YYYY or MM/DD/YYYY
Time Format	12-hour or 24-hour
Week Start	Sunday or Monday
First Fiscal Month	January or other

Number Format

Setting	Example
Decimal Separator	. or ,
Thousands Separator	, or . or space
Currency Position	Before or after
Currency Decimals	2 or 0

How-To Guides

How to Configure Company Information

Basic Setup

1. Go to Settings → General → Company
2. Enter company details:
   • Name and trading name
   • Registration numbers
   • Contact information
3. Add address details
4. Upload logo
5. Save settings

Multi-Company Setup

For multiple entities:

1. Enable multi-company
2. Add each company
3. Configure relationships
4. Set default company

How to Set Regional Preferences

Timezone Configuration

1. Go to Settings → General → Regional
2. Select country
3. Choose timezone
4. Set DST handling
5. Save settings

Currency Setup

1. Set base currency
2. Enable multi-currency (if needed)
3. Configure exchange rates
4. Set rounding rules

How to Configure Business Rules

Fiscal Year

1. Go to Settings → General → Fiscal
2. Set fiscal year start month
3. Configure periods:
   • Monthly
   • Quarterly
   • Custom
4. Set naming convention

Business Hours

Business Hours Configuration

Monday:    9:00 AM - 6:00 PM
Tuesday:   9:00 AM - 6:00 PM
Wednesday: 9:00 AM - 6:00 PM
Thursday:  9:00 AM - 6:00 PM
Friday:    9:00 AM - 6:00 PM
Saturday:  10:00 AM - 2:00 PM
Sunday:    Closed

Holiday Calendar

1. Go to Settings → General → Holidays
2. Add public holidays
3. Add company holidays
4. Apply to business rules

How to Configure System Defaults

Default Values

Set defaults for:

Area	Settings
Sales	Payment terms, tax codes
Purchase	Default vendor, terms
Inventory	Valuation method
Finance	Accounts, currencies

Numbering Sequences

Configure auto-numbering:

Document	Format	Example
Invoice	INV-YYYY-####	INV-2026-0001
Order	SO-YYYY-####	SO-2026-0001
Purchase	PO-YYYY-####	PO-2026-0001
Quote	QT-YYYY-####	QT-2026-0001

Sequence Configuration

1. Go to Settings → General → Sequences
2. Select document type
3. Configure:
   • Prefix
   • Year format
   • Number length
   • Reset frequency
4. Save settings

How to Set Up Notifications

System Notifications

Configure alerts:

Notification	Recipients
System Updates	Admins
Security Alerts	Admins, Security
Maintenance	All users
Feature Updates	All users

Notification Settings

1. Go to Settings → General → Notifications
2. Enable/disable types
3. Set delivery method:
   • In-app
   • Email
   • Both
4. Configure frequency

How to Configure Backup Settings

Backup Configuration

1. Go to Settings → General → Backup
2. Configure:
   • Backup frequency
   • Retention period
   • Storage location
   • Encryption

Backup Schedule

Backup Settings

Frequency: Daily
Time: 2:00 AM
Retention: 30 days
Type: Full + Incremental

Storage: AWS S3
Encryption: AES-256
Notifications: On failure

How to Manage Audit Settings

Audit Configuration

Track changes to:

• User actions
• Data modifications
• Setting changes
• Access attempts

Audit Settings

1. Go to Settings → General → Audit
2. Enable audit logging
3. Configure retention
4. Set detail level
5. Configure alerts

Advanced Features

Multi-Language

Support multiple languages:

• Interface translation
• Document language
• Email language
• User preference

Multi-Currency

Handle multiple currencies:

• Exchange rate management
• Automatic conversion
• Gain/loss tracking
• Reporting currency

Multi-Company

Manage multiple entities:

• Separate data
• Consolidated reporting
• Inter-company transactions
• Shared resources

White Labeling

Customize for clients:

• Custom branding
• Custom domain
• Custom terminology
• Partner portals

Best Practices

⚙️ Configuration

• Document settings
• Test changes
• Regular review
• Change control

📋 Defaults

• Sensible defaults
• Consistent values
• User-friendly
• Business-aligned

🔄 Maintenance

• Regular backups
• Audit reviews
• Setting cleanup
• Performance tuning

📝 Documentation

• Record rationale
• Update procedures
• Train users
• Version control

Configuration

General Settings

Navigate to Settings → General:

• Company - Organization info
• Regional - Localization
• Fiscal - Financial periods
• Defaults - System defaults

Advanced Settings

• Backup - Data protection
• Audit - Change tracking
• Performance - System tuning
• Maintenance - Scheduled tasks

Feature Settings

• Modules - Enable/disable
• Features - Feature flags
• Limits - System limits
• Quotas - Usage quotas

Troubleshooting

Common Issues

Timezone showing incorrectly

• Verify server timezone
• Check user settings
• Review DST settings
• Clear cache

Currency conversion wrong

• Check exchange rates
• Verify rate date
• Review rounding rules
• Audit calculation

Sequences not incrementing

• Check sequence config
• Verify no gaps
• Review reset rules
• Check database

Changes not saving

• Verify permissions
• Check required fields
• Review validation
• Check connectivity

Next Steps

Learn about User Management to manage user accounts and access.