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
Exchange
- Access the System Settings window
- Click Exchange tab
- Template select your preferred invoice template, click 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
Transfer
- Access the System Settings window
- Click Transfer tab
- Template select your preferred invoice template, click 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
- Auto - Random system auto-generated - recommended
- Manual - Hidden incremental number based on client's starting number, hidden and cannot be changed
- 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
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
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