Options - System Settings

Use system settings to define your business global 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.

General Settings

• Click the Setup menu
• Click the Options menu
• Click General tab
• Rates Auto Detection select to enable exchange rate for transfer and currency exchange
• Austrac Lodgement Auto Reminder select this option to enable system alert when you miss Austrac lodgement
• Block transfers with expired licences or underage customers select this option to block any transaction without a valid licence and underage customers
• Rounding enable or disable net amounts rounding
• GST on Fees set if GST applies to fees
• Click Save Changes

Exchange

• Access the System Settings window
• Click Exchange tab
• Template select your preferred invoice template, click Preview to preview available templates
• Use my business exchange note set your own exchange note to be printed on tax invoices
• Label Printer (Thermal) if you have a label or thermal printer, select the size of the label printer, this option allows you send invoices to label printers
• Colors set your preferred text and background colors
• Click Save Changes

Transfer

• Access the System Settings window
• Click Transfer tab
• Template select your preferred invoice template, click Preview to preview available templates
• Process beneficiary payment only when a transfer is fully paid set your preferred text and background colors
• Do not print foreign amount on incoming transfer receipts set your preferred text and background colors
• Use my business transfer note set your own transfer note to be printed on transfer receipts
• Receiving Details select bank accounts or transfer agent details to be printed on transfer receipts
• Default Agent select the business default overseas transfer agent
• Colors set your preferred text and background colors
• Print beneficiary foreign name enable this option to print beneficiary's foreign name on transfer receipts
• Ref# this where you decide how to create transaction reference numbers
1. Auto - Random system auto-generated - recommended
2. Manual - Hidden incremental number based on client's starting number, hidden and cannot be changed
3. Manual - Visible incremental number based on client's starting number, visible and can be changed
• Label Printer (Thermal) if you have a label or thermal printer, select the size of the label printer, this option allows you send invoices to label printers
• Click Save Changes

Fees

• Access the System Settings window
• Click Fees tab
• Fees Type there are two available options:
• Fixed Fees enter the fixed amount, fees will be applied to all transactions regardless of the total amount
• Range Fees set different fees for different transaction amounts



• Click Save Changes

Business Logo

• Access the System Settings window
• Click Business Logo tab
• Business Logo check this option and upload your business logo
• Upload Logo click Choose file or browse and select the business logo from your computer library
• Click Save Changes