System Settings
Regional, formatting, approval workflow, and system-level configuration.
System Settings#
System Settings (Settings › System Settings) groups the organization-wide choices that affect how every user sees data and how records flow through approvals. Unlike per-user preferences, these apply to everyone.
The page is organised as four sections on a single scrollable form. Click Save at the bottom when done.
Regional Settings#
Where your organization operates and what reference currency you work in.
| Field | Editable? | Notes |
|---|---|---|
| Country | No | Set at organization creation; immutable |
| Base Currency | No | Set at organization creation; immutable |
| Timezone | Yes | Dropdown; used for all date/time display |
| Fiscal Year Start Month | No | Set at organization creation; immutable |
Country, Base Currency, and Fiscal Year Start Month are locked because historical data depends on them. If any of these needs to change, it is a data-migration operation — contact support.
Timezone is editable so a growing organization can update it without losing data. Changing timezone re-renders all displayed dates and times for everyone in the organization.
Formatting#
How dates, times, and numbers are displayed.
| Field | Options | Example |
|---|---|---|
| Date Format | dd-Mon-yyyy, dd/MM/yyyy, MM/dd/yyyy, yyyy-MM-dd, dd.MM.yyyy, dd-MM-yyyy | 08-Apr-2026 |
| Time Format | 12-hour or 24-hour | 2:30 PM vs 14:30 |
| Number Format | Indian, Standard, European, Swiss, No decimals | 1,23,456.78 vs 1,234,567.89 |
A live preview next to each field shows what the choice looks like.
Changing any of timezone, date format, time format, or number format logs every user in your organization out. They will need to log in again to see the updated formatting. A confirmation dialog warns you before the save actually goes through — button label: Save & Log Out All Users. Coordinate with your team before you click.
Approval Workflows#
Toggles that turn master-data approval on or off. When a toggle is on, new records of that type must go through Draft → Pending → Approved before they can be used.
| Toggle | When on |
|---|---|
| Item Requires Approval | New items land in Draft; must be submitted and approved before any transaction can reference them |
| Customer Requires Approval | Same for customers |
| Supplier Requires Approval | Same for suppliers |
Item Requires Approval is also configurable under Inventory Settings. The two surfaces refer to the same underlying toggle — change it in either place.
Turning a toggle off does not retroactively approve existing drafts; they stay in Draft until someone submits them. It only affects new records from that point.
System#
Organization-wide behaviour switches.
| Field | Notes |
|---|---|
| Enable Multi-Currency | Toggle. When off, every transaction uses the base currency. When on, alternate currencies can be captured. |
| Max Attachment Size (MB) | Upper limit on any file uploaded anywhere (logos, attachments on parties, items, docs). |
Saving#
- Save computes the diff — sends only the fields you changed
- A toast confirms success
- For the formatting fields, the confirmation dialog appears first and warns about the logout
If the save fails validation, error text appears under the offending field.
Permissions#
| Action | Permission |
|---|---|
| View | TENANT.VIEW_TENANT or TENANT.MANAGE_TENANT |
| Edit | TENANT.MANAGE_TENANT |
Without the edit permission, the page is view-only with a banner explaining why.
Related#
- User preferences — what is personal to each user vs. organization-wide
- Inventory Settings — where the item-approval toggle also appears
- Approval workflow — how the toggles affect day-to-day work
- Company Profile — the other settings page you visit at setup
Last updated