Settings

The Settings section allows users to configure various aspects of the application. It is divided into several pages:

1. Accounting

  • Bank Accounts Table: View and manage information about your bank accounts. Users can add or modify columns in the table.

Accounting

2. Customers

  • Customers Page: Contains a table with information about your customers. Users can copy the ID for each row.

Customers

3. Suppliers

  • Suppliers Page: Contains a table with information about your suppliers. Users can copy the ID for each row.

Suppliers

4. Organisations

  • Payment Settings: Configure payment-related settings including:
    • Currency: Set the default currency.
    • Consider Paying Early By: Define early payment considerations.
    • Soft Total Minimum Balance: Set a minimum balance for soft total calculations.
    • Hard Account Minimum Balance: Set a minimum balance for hard accounts.

These parameters are used for the Cash Flow Hub page.