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Project Management System Knowledge Base
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- Articles coming soon
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- Company Setting
- App Setting
- Profile Setting
- Notification Setting
- Currency Settings
- Payment Credentials
- Finance settings
- Ticket Setting
- Project Setting
- Attendance Setting
- Leave Settings
- Custom Fields
- Roles & Permissions
- Message Setting
- Storage Setting
- Language Setting
- Lead Setting
- Time log Setting
- Task Setting
- Social Login Setting
- Security Setting
- GDPR Setting
- Theme Setting
- Module Setting
- How to Find a Slack User ID
- Show Remaining Articles (10) Collapse Articles
Finance settings
FINANCE SETTINGS
This section of settings mainly focuses on setting up the default yet necessary details that are used in nearly all the similar options throughout the working system. These include the Invoice logo, Invoice settings, Estimate settings, Credit settings, Due after, Send a reminder. GST number, Language, Templates, and Terms, and Conditions.
The Invoice Settings allows setting default Invoice Prefix and the number of digits that are allowed to be printed as the Invoice number. It also presents a sample from the data that has been input.
The Estimates Settings allow setting default Estimate Prefix and the number of digits that are allowed to be printed as the Estimate number. It also presents a sample from the data that has been input.
The Credit Settings allow setting default Credit Prefix and the number of digits that are allowed to be printed as the Credit number. It also presents a sample from the data that has been input.
The other available setting features set up details for the due dates, Reminders, GST number, Details to be visible on the Invoice, Language, Terms and conditions, and Templates. These all details are easily customizable through this section.
