Options - System Settings

System settings is designed to provide users with global options such as:

• Bills - set the business purchases options
• Invoice - manage business invoice settings
• Payroll - manage payroll and payment slip options
• Reports - set the business reporting options

Here we are going to go though each feature available in the system settings window:

Depends on the installed software, some options might not be available.

Payroll Settings

For Accountants and Tax Agents software, the payroll feature has now been moved under the client details.

Follow the next steps to set payroll global options:

• Click Tools menu from the application toolbar
• Click Options
• Click Payroll tab
• Template select your preferred payment slip template
• Super Fund check this option if you want to include the superannuation name on the payment slip
• Timesheet check this option if you want to include employee's timesheet on the payment slip
• Click Save

Invoice Settings

Follow the next steps to set the invoice global options:

• Click Tools menu from the application toolbar
• Click Options
• Click Invoice tab
• Template select your preferred invoice template
• Colors set your preferred text and background colors
• Sorting set the type of invocing item sorting order
• Tax (GST) Inclusive check this option if the invoice amounts are inclusive of GST
• Notes enter the business notes to be printed at the footer section of the invoice
• Bank Account check this option if you want to print the main bank account on the footer section of the invoice
• Click Save

Bills Settings

Follow the next steps to set purchase global options:

• Click Tools menu from the application toolbar
• Click Options
• Click Bills tab
• Template select your preferred invoice template
• Colors set your preferred text and background colors
• Tax (GST) Inclusive check this option if the bill amounts are inclusive of GST
• Click Save

Reporting Settings

Follow the next steps to set purchase global options:

• Click Tools menu from the application toolbar
• Click Options
• Click Reports tab
• BAS report superannuation if required
• Profit & Loss select default calculation method and track freight or credit cards
• Balance Sheet set the required headings
• Click Save