Settings
The Settings menu — company values, payment terms, numbering, payment gateways, document themes and the accounting connection.
Sidebar → Settings. Company-wide configuration. A change here applies to everyone, usually from the next document or the next page load — so check before you save.
| Screen | What it holds |
|---|---|
| Company System Settings | Named values the documents read: company name, ABN, contact details, the invoice and credit-note prefixes. |
| Payment Terms | The terms customers can be put on, and the default. |
| Number Series | How connote, manifest and quote numbers are built. |
| Payment Gateways | Card-payment provider credentials. |
| Rate Card Settings | Global-card fallback and tenant pricing defaults. |
| Dangerous Goods | The DG class and type registers. |
| Cargo Types | The cargo types a rate card can carry. |
| Fleet Digest | Your own daily email of fleet expiries. |
| Validation Policies | The booking, quote, dispatch and driver rules. |
| Document Themes | The look of generated documents. |
| Accounting Integration | The Xero connection and the account each charge is coded to. |