Financial settings and their purpose
Where to find financial settings and which areas of the system they control.
Financial settings control the general behavior of financial documents as well as specific settings for invoices, proforma invoices, credit notes, cash documents, and expense claims.
You can find them by selecting Settings → Finance. General options are displayed at the top, while settings for specific documents are found in the tabs. The visibility of certain tabs depends on your plan and system configuration.
Before changing a setting, consider what it will affect:
- the display of numbers, dates, and currency;
- default values for new documents;
- automatic sending or conversion;
- the ability to edit, delete, or void a document;
- the client portal and PDF content.
After changing the PDF layout, generate a test document. Test automatic sending, conversion, overpayments, period locking, and approval using test data first.