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    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.


    Insider preview


    Login


    Notifications


    Print


    Purchase


    Sale


    Stock


    Task Master


    User interface



    Updated February 2025

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