Options - System Settings
System settings is designed to provide users with global options such as:
- Invoice - manage business invoice settings
- Payroll - manage payroll and payment slip options
- Purchase - set the business purchases options
Here we are going to go though each feature available in the system settings window:
Depends on your current subscription, some options might not be available.
Payroll Settings
Follow the next steps to set payroll global options:
- Click the Setup menu
- 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
- Employees' Leave check this option if you want to print the employee's leave stats on payment slip
- Default Funds and Employer ID these settings are used when generating a superstream contribution file
- Click Save Changes
Invoice Settings
Follow the next steps to set the invoice global options:
- Click the Setup menu
- Click Invoice tab
- Ref# this where you decide how to create invoice numbers
- Auto invoice numbers are auto (random) generated
- Customer invoice numbers are generated based on customer's reference settings (prefix and next invoice number)
- Tax (GST) Inclusive check this option if the invoice amounts are inclusive of GST
- Template select your preferred invoice template
- Colors set your preferred text and background colors
- 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
- Business Logo check this option and upload your business logo
- Logo original size check this option if you want to keep the image size ratio
- Click Save Changes
Purchase Settings
Follow the next steps to set purchase global options:
- Click the Setup menu
- Click Purchase tab
- Ref# this where you decide how to create purchase numbers
- Auto bills numbers are auto (random) generated
- Supplier bills numbers are generated based on supplier's reference settings (prefix and next bill number)
- Tax (GST) Inclusive check this option if the bill amounts are inclusive of GST
- Template select your preferred invoice template
- Colors set your preferred text and background colors
- Click Save Changes