My Settings

This section is used to assign settings for use throughout the system.

Either select Settings from My in the Main section from the pulse menu -

or from the Main Menu select My then Settings -

or enter My settings in the Quick Launch Side Menu.

The following collapsible headings will explain the different settings options for the features in the system.

Bank

Currency, exchange & rounding

Debt

Document types

Enter default document types for each option.

Expenses

General

  • Close page after commands: - automatically close the page after create or after a command (e.g. Submit, Approve, Abandon, etc)

  • Legal entity: - enter yor default Legal Entity

  • Cost Centre: - enter your default Cost Centre.

  • Department: - enter your default Department.

  • Project: - enter your default Project for the entry of tasks.

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Login

Notifications

Print

Purchase

Sale

Stock

Task Master

User interface


Updated February 2025