The Settings page in NkapBooks is the central hub for configuring every aspect of your application — from company details and accounting preferences to print layouts, inventory behavior, system automation, default values, and authentication policies. All settings are organized into tabbed sections for easy navigation.
| Settings Tab | Schema | Description |
|---|
| General | AccountingSettings | Company info, accounts, feature toggles, fiscal year |
| Print | PrintSettings | Logo, colors, fonts, invoice display options |
| Inventory | InventorySettings | Default location, valuation method, stock accounts, feature toggles |
| Defaults | Defaults | Auto-payment accounts, number series, terms, print templates, POS colors |
| System | SystemSettings | Date format, locale, precision, dark mode, automation, security |
| Authentication | AuthSettings | Login requirements, password policy, sessions, two-factor, lockout |
All settings are singleton documents — there is exactly one instance of each, shared across the entire application. Changes are saved by clicking the Save button in the header. Some settings (like dark mode) take effect immediately; others may require navigating away and back to see the change.
The Settings page is accessed from the sidebar under Settings (gear icon). It uses a tabbed interface with a form body and a tab bar at the bottom.
| Section | Description |
|---|
| Header | Shows the active tab name, a subtitle "Settings", and a Save button (only enabled when there are unsaved changes) |
| Form Body | Scrollable area displaying the fields for the active tab, organized into collapsible sections |
| Tab Bar | Fixed at the bottom — clicking a tab switches between General, Print, Inventory, Defaults, System, and Authentication |
| Tab Key | Display Label |
|---|
AccountingSettings | General |
PrintSettings | Print |
InventorySettings | Inventory |
Defaults | Defaults |
SystemSettings | System |
AuthSettings | Authentication |
- The Save button appears when any settings document has unsaved changes (
canSave is true). - Clicking Save syncs all dirty settings documents at once (not just the active tab).
- After saving, a "Settings saved" success toast appears.
- Dark mode changes are applied immediately after save without requiring an app restart.
- If you navigate away from Settings with unsaved changes, the changes are automatically reset (reverted to the last saved state).
| Shortcut | Action |
|---|
| Ctrl+S (or ⌘+S on macOS) | Save all settings |
Within each tab, fields are organized into sections (e.g., "Default", "Accounts", "Features", "Fiscal Year"). If a tab has multiple sections, section titles are shown as dividers. If a tab has only one section named "Default", the section title is hidden.
Some fields are conditionally hidden based on other settings:
| Field | Hidden When |
|---|
| GSTIN (General tab) | Country is not India (countryCode !== 'in') |
| Enable Coupon Code (General tab) | Enable Pricing Rule is not checked |
| Terms and Conditions (Print tab) | Display Terms and Conditions is not checked |
Some feature toggle fields become read-only once enabled to prevent accidental disabling:
| Field | Read-Only When |
|---|
| Enable Lead | Already enabled |
| Enable Loyalty Program | Already enabled |
| Enable Item Group | Already enabled |
| Enable Barcodes | Already enabled |
| Enable Batches | Already enabled |
| Enable Serial Number | Already enabled |
| Enable UOM Conversions | Already enabled |
| Enable Stock Returns | Already enabled |
Important: Once certain features (like Batches, Serial Numbers, or Loyalty Programs) are enabled, they cannot be disabled through the UI. This is by design — disabling them could leave orphaned data. If you need to disable a feature, you may need to do so at the database level.
The General tab (AccountingSettings) contains your core company information, GL account defaults, feature toggles, and fiscal year configuration. This is the most important settings tab — it is configured during the Setup Wizard and drives many behaviors across the application.
| Field | Type | Required | Description |
|---|
| Full Name | Data | ✅ | Your full name or the primary contact name |
| Company Name | Data | ✅ | Your business name (read-only after setup) |
| Taxpayer Number | Data | — | Tax identification number (e.g., TIN, VAT number, NIF) |
| Bank Name | Data | ✅ | Primary bank name (read-only after setup) |
| Country | AutoComplete | ✅ | Your country — determines regional features, chart of accounts template, and tax settings (read-only after setup) |
| Email | Data | ✅ | Business email address (validated for proper email format) |
| Company Address | Text | — | Full business address displayed on documents |
Company Name, Bank Name, and Country are set during the Setup Wizard and become read-only afterward. This is because changing them would affect the chart of accounts structure and regional settings. To change these, you would need to create a new database.
These GL accounts are used for special accounting scenarios:
| Field | Type | Account Filter | Description |
|---|
| Write Off Account | Link → Account | Non-group, Expense root type | Account for writing off small unpaid balances on invoices |
| Round Off Account | Link → Account | Non-group, Expense root type | Account for rounding adjustments on invoice totals |
| Discount Account | Link → Account | Non-group, Income root type | Account for recording discount amounts given on invoices |
Feature toggles control the availability of optional modules across the application:
| Field | Default | Description | Effect When Enabled |
|---|
| Enable Form Customization | Off | Allows adding custom fields to documents | Custom Fields option appears in document forms |
| Enable Lead | Off | Activates lead management in the Sales module | Lead list and conversion workflow become available |
| Enable Pricing Rule | Off | Activates automatic discount rules | Pricing Rules menu appears; rules are auto-applied to invoices |
| Enable Item Enquiry | Off | Activates item enquiry in POS | Item enquiry button appears in POS toolbar |
| Enable Loyalty Program | Off | Activates customer loyalty features | Loyalty Program setup and point redemption in Sales/POS |
| Enable Coupon Code | Off | Activates promotional coupon codes | Coupon Codes menu appears (requires Pricing Rule to be enabled first) |
| Enable Item Group | Off | Activates item grouping/categorization | Item Group field appears on items; grouping in POS |
| Field | Type | Required | Description |
|---|
| Fiscal Year Start Date | Date | ✅ | First day of your fiscal/financial year (e.g., January 1, April 1, July 1) |
| Fiscal Year End Date | Date | ✅ | Last day of your fiscal/financial year |
The fiscal year dates are used by:
- Profit & Loss and Balance Sheet reports for automatic period detection
- Trial Balance default date range
- Dashboard period calculations
| Field | Type | Description |
|---|
| GSTIN | Data | Indian Goods and Services Tax Identification Number — enables GST reports (GSTR-1, GSTR-2) |
This field is only visible when the country is set to India (countryCode === 'in').
| Field | Description |
|---|
| Setup Complete | Internal flag (hidden) that tracks whether the Setup Wizard has been completed |
The Print tab (PrintSettings) controls how printed documents (invoices, payments, shipments, etc.) look. These settings apply globally to all print templates.
| Field | Type | Description |
|---|
| Logo | AttachImage | Company logo image — displayed on invoices and other printed documents |
| Company Name | Data | Company name as it should appear on printed documents |
| Field | Type | Description |
|---|
| Email | Data | Email address displayed on printed documents |
| Phone | Data | Phone number displayed on printed documents |
| Address | Link → Address | Business address selected from the Address list — displayed on printed documents |
| Field | Type | Default | Description |
|---|
| Color | Color | #112B42 (Black) | Accent color for printed documents — used for headers, borders, and highlights |
| Font | Select | Arial | Font family for printed documents |
| Display Logo in Invoice | Check | ✅ On | Show/hide the company logo on printed invoices |
| Display Amount In Words | Check | ✅ On | Show the total amount written out in words (e.g., "One Thousand Two Hundred") |
| Display Time In Invoice | Check | ✅ On | Show the time alongside the date on invoices |
| Display Description In Invoice | Check | Off | Show item descriptions in the invoice line items |
| Display Terms and Conditions | Check | Off | Show terms and conditions at the bottom of printed documents |
| POS Print Width | Float | 8 | Width (in cm) for POS receipt printing — controls the paper width for thermal printers |
| Terms and Conditions | Text | — | The actual terms and conditions text (only visible when Display Terms and Conditions is checked) |
| Label | Value | Preview |
|---|
| Red | #f56565 | 🔴 |
| Orange | #ed8936 | 🟠 |
| Yellow | #ecc94b | 🟡 |
| Green | #48bb78 | 🟢 |
| Teal | #38b2ac | 🔵 |
| Blue | #33a1ff | 🔷 |
| Indigo | #667eea | 🟣 |
| Purple | #9f7aea | 💜 |
| Pink | #ed64a6 | 💖 |
| Black | #112B42 | ⬛ |
| Font | Description |
|---|
| Arial | Clean, modern sans-serif (default) |
| Times New Roman | Classic serif font — formal/traditional look |
| Courier | Monospaced font — useful for tabular data |
Tip: The POS Print Width setting is crucial for thermal receipt printers. Standard thermal paper is typically 80mm (≈8cm) wide. Adjust this value to match your printer's paper width for proper formatting.
The Inventory tab (InventorySettings) controls how inventory tracking, valuation, and related features work across the application.
| Field | Type | Default | Description |
|---|
| Default Location | Link → Location | — | The default warehouse/location pre-selected on new inventory transactions (Stock Movements, Shipments, Purchase Receipts, Inventory Adjustments) |
| Valuation Method | Select | FIFO | How inventory is valued — affects Cost of Goods Sold calculations and stock reports |
| Method | Full Name | How It Works |
|---|
| FIFO | First In, First Out | The oldest stock is consumed first. Each stock lot retains its original purchase rate. COGS reflects the cost of the oldest inventory. |
| MovingAverage | Moving Average | Each purchase updates the average cost per unit. All outgoing stock is valued at the current average rate. |
FIFO is the default and most common method. It provides more accurate COGS when purchase prices fluctuate. Moving Average is simpler and smooths out price variations. Choose the method that matches your accounting standards and business needs.
These GL accounts are used for inventory-related journal entries:
| Field | Type | Account Filter | Description |
|---|
| Stock In Hand Acc. | Link → Account | Non-group, Stock type | Asset account representing the value of inventory on hand |
| Stock Received But Not Billed Acc. | Link → Account | Non-group | Liability account for goods received before the vendor invoice arrives |
| Cost Of Goods Sold Acc. | Link → Account | Non-group | Expense account for the cost of inventory sold |
| Stock Adjustment Acc. | Link → Account | Non-group, Stock Adjustment type | Account for recording inventory adjustments (increases/decreases) |
| Field | Default | Description | Effect When Enabled |
|---|
| Enable Barcodes | ✅ On | Support barcode scanning for items | Barcode field appears on Items; barcode scanner input in POS |
| Enable Batches | Off | Track items by batch/lot number | Batch field appears on stock transactions; Batch column in Stock Ledger/Balance reports |
| Enable Serial Number | Off | Track individual items by serial number | Serial Number field appears on stock transactions; Serial Number column in Stock Ledger |
| Enable UOM Conversion | Off | Support unit of measure conversions | UOM conversion table appears on Items; allows selling in different units than stocking |
Warning: Enabling Batches, Serial Numbers, or UOM Conversions is a one-way operation. Once enabled, these features cannot be disabled through the UI because existing data depends on them.
The Defaults tab is the most extensive settings section. It configures default values, automation behavior, number series, terms, print templates, and POS appearance across the entire application.
When Auto Payments is enabled in System Settings, these accounts are used to automatically create and submit payment documents after invoice submission:
| Field | Type | Description |
|---|
| Sales Payment Account | Link → Account | Default bank/cash account for automatically created sales payments |
| Purchase Payment Account | Link → Account | Default bank/cash account for automatically created purchase payments |
When Auto Stock Transfer is enabled in System Settings, these locations are used to automatically create and submit shipments/purchase receipts after invoice submission:
| Field | Type | Description |
|---|
| Shipment Location | Link → Location | Default warehouse for auto-created shipments (outgoing stock for sales) |
| Purchase Receipt Location | Link → Location | Default warehouse for auto-created purchase receipts (incoming stock for purchases) |
Configure the default number series for each document type. Number series control automatic document numbering (e.g., SINV-00001, PAY-00001):
| Field | Type | Description |
|---|
| Sales Invoice Number Series | Link → NumberSeries | Default series for sales invoices |
| Purchase Invoice Number Series | Link → NumberSeries | Default series for purchase invoices |
| Journal Entry Number Series | Link → NumberSeries | Default series for journal entries |
| Payment Number Series | Link → NumberSeries | Default series for payments |
| Stock Movement Number Series | Link → NumberSeries | Default series for stock movements |
| Inventory Adjustment Number Series | Link → NumberSeries | Default series for inventory adjustments |
| Shipment Number Series | Link → NumberSeries | Default series for shipments |
| Purchase Receipt Number Series | Link → NumberSeries | Default series for purchase receipts |
| Sales Quote Number Series | Link → NumberSeries | Default series for sales quotes |
Tip: You can create new number series by clicking the + button next to any number series field. Common formats include SINV- for sales invoices, PINV- for purchase invoices, and JV- for journal entries.
Default terms and conditions text for each document type. These are pre-filled when creating new documents:
| Field | Type | Description |
|---|
| Sales Invoice Terms | Text | Default terms for new sales invoices |
| Purchase Invoice Terms | Text | Default terms for new purchase invoices |
| Shipment Terms | Text | Default terms for new shipments |
| Purchase Receipt Terms | Text | Default terms for new purchase receipts |
Default print templates for each document type. These control the layout and design used when printing or exporting documents to PDF:
| Field | Type | Default | Description |
|---|
| Sales Quote Print Template | Link → PrintTemplate | Business - Quote | Template for sales quotes |
| Sales Invoice Print Template | Link → PrintTemplate | Business - Sales Invoice | Template for sales invoices |
| Purchase Invoice Print Template | Link → PrintTemplate | Business - Purchase Invoice | Template for purchase invoices |
| Journal Entry Print Template | Link → PrintTemplate | — | Template for journal entries |
| Payment Print Template | Link → PrintTemplate | Business - Payment | Template for payments |
| Shipment Print Template | Link → PrintTemplate | Business - Shipment | Template for shipments |
| Purchase Receipt Print Template | Link → PrintTemplate | — | Template for purchase receipts |
| Stock Movement Print Template | Link → PrintTemplate | — | Template for stock movements |
| Inventory Adjustment Print Template | Link → PrintTemplate | — | Template for inventory adjustments |
| POS Print Template | Link → PrintTemplate | Business-POS - Sales Invoice | Template for POS receipts |
| POS Session Report Print Template | Link → PrintTemplate | Business-POSSessionReport - POS Session | Template for POS session closing reports |
POS-specific defaults:
| Field | Type | Default | Description |
|---|
| POS Customer | Link → Party | — | Default customer for walk-in POS transactions (used when no specific customer is selected) |
Customize the colors of action buttons in the POS interface:
| Field | Default Color | Description |
|---|
| Save Button Colour | 🟢 Green (#86efac) | Color of the Save/Hold invoice button |
| Cancel Button Colour | 🔴 Red (#f98080) | Color of the Cancel button |
| Submit Button Colour | 🟢 Green (#86efac) | Color of the Submit button |
| Held Button Colour | 🔴 Red (#f98080) | Color of the Held/Saved invoices indicator |
| Return Button Colour | 🔴 Red (#f98080) | Color of the Return button |
| Pay Button Colour | 🟢 Green (#86efac) | Color of the Pay button |
| Pay And Print Button Colour | 🟢 Green (#86efac) | Color of the Pay & Print button |
Each color field offers the same palette:
| Color | Value |
|---|
| Red | #f98080 |
| Orange | #fbbf70 |
| Yellow | #fde047 |
| Green | #86efac |
| Teal | #5eead4 |
| Blue | #60a5fa |
| Indigo | #818cf8 |
| Purple | #a78bfa |
| Pink | #f472b6 |
| Black | #9ca3af |
The System tab (SystemSettings) controls application-wide display preferences, automation behavior, and security options.
| Field | Type | Default | Description |
|---|
| Date Format | AutoComplete | MMM d, y | How dates are displayed throughout the app |
| Allow to bypass filters | Check | Off | When linking documents, if no match is found and filtering is active, allow disabling filters |
| Remove Filter | Check | Off | When enabled, removes all default filters across the system, showing all available options |
| Version | Data | (auto) | Current NkapBooks version (read-only) |
| Example Display | Format Pattern |
|---|
| 23/03/2022 | dd/MM/yyyy |
| 03/23/2022 | MM/dd/yyyy |
| 23-03-2022 | dd-MM-yyyy |
| 03-23-2022 | MM-dd-yyyy |
| 2022-03-23 | yyyy-MM-dd |
| 23 Mar, 2022 | d MMM, y |
| Mar 23, 2022 | MMM d, y (default) |
| 23.03.2022 | dd.MM.yyyy |
You can also type a custom date format using Luxon date tokens (e.g., dd MMMM yyyy for "23 March 2022").
| Field | Type | Default | Description |
|---|
| Locale | AutoComplete | en-IN | Locale code used for number formatting (e.g., en-US for 1,000.00, fr-FR for 1 000,00, de-DE for 1.000,00) |
| Display Precision | Int | 0 | Number of decimal places shown for currency values (0–9) |
| Currency | AutoComplete | XAF | Base currency for the application (read-only — set during setup) |
Display Precision only affects how numbers are displayed. Internal calculations always use the Internal Precision (default: 11 decimal places) to prevent rounding errors. A display precision of 0 is common for currencies without fractional units (like XAF, JPY).
These settings control automatic behaviors that streamline your workflow:
| Field | Type | Default | Description |
|---|
| Auto Submit on Save | Check | ✅ On | Automatically submit submittable documents (invoices, payments) when saved — combines save and submit into one action |
| Auto Payments | Check | Off | Automatically create and submit payments after invoice submission, using the payment accounts configured in Defaults |
| Auto Stock Transfer | Check | ✅ On | Automatically create and submit shipments/purchase receipts after invoice submission, using the locations configured in Defaults |
When all three automation settings are enabled, the workflow for a sales invoice becomes:
- Create the sales invoice with items, customer, and amounts
- Save → The invoice is automatically submitted
- Auto Stock Transfer → A Shipment is automatically created and submitted (deducting stock)
- Auto Payment → A Payment is automatically created and submitted (recording the payment)
This turns a multi-step process into a single save action — ideal for simple, cash-based businesses.
| Field | Type | Default | Description |
|---|
| Display Terms and Conditions | Check | Off | Show terms and conditions fields on transaction documents |
| Dialog Confirmation | Check | Off | Show confirmation dialogs before Save and Submit actions; when disabled, actions execute immediately |
| Field | Type | Default | Description |
|---|
| Dark Mode | Check | Off | Toggle dark mode for the entire application — changes take effect immediately after saving |
| Field | Type | Default | Description |
|---|
| Require Authentication | Check | ✅ On | Users must log in to access the application; disable for single-user mode |
| Allow Password Reset | Check | ✅ On | Allow users to reset their password via email |
| Allow Skip Authentication | Check | Off | Allow users to bypass login — not recommended for multi-user environments |
| Session Timeout (minutes) | Int | 60 | Automatically log out users after this many minutes of inactivity (5–1440 minutes) |
These fields exist in the schema but are not directly visible in the Settings UI:
| Field | Default | Description |
|---|
| Internal Precision | 11 | Decimal places used for internal monetary calculations |
| Country Code | in | ISO country code set during setup — drives regional features |
| Instance Id | (auto) | Unique identifier for this NkapBooks installation |
| Hide Get Started | true | Controls visibility of the onboarding checklist in the sidebar |
The Authentication tab (AuthSettings) provides granular control over how users authenticate and how sessions are managed. This is particularly important in multi-user environments.
| Field | Type | Default | Description |
|---|
| Require Authentication | Check | ✅ On | If enabled, users must log in to access the application |
| Allow Skip Authentication | Check | Off | Allow users to skip login (for development/testing only) |
| Field | Type | Default | Description |
|---|
| Allow Password Reset | Check | ✅ On | Allow users to reset their password via email |
| Minimum Password Length | Int | 8 | Minimum characters required for passwords |
| Require Uppercase | Check | ✅ On | Require at least one uppercase letter |
| Require Number | Check | ✅ On | Require at least one number |
| Require Special Character | Check | Off | Require at least one special character (e.g., !@#$%^&*) |
| Field | Type | Default | Description |
|---|
| Session Timeout (minutes) | Int | 60 | Session expires after this many minutes (0 = no timeout) |
| Max Sessions Per User | Int | 3 | Maximum simultaneous sessions per user |
| Idle Timeout (minutes) | Int | 30 | Logout user after this many minutes of inactivity (0 = disabled) |
| Field | Type | Default | Description |
|---|
| Enable Two-Factor Authentication | Check | Off | Allow users to optionally enable 2FA on their accounts |
| Require Two-Factor Authentication | Check | Off | Force all users to enable 2FA |
| Two-Factor Method | Select | TOTP | Authentication method: TOTP (Time-based One-Time Password via authenticator app) or Email (verification code sent via email) |
| Field | Type | Default | Description |
|---|
| Max Login Attempts | Int | 5 | Failed login attempts before account lockout (0 = unlimited) |
| Lockout Duration (minutes) | Int | 15 | How long an account stays locked after reaching max failed attempts |
| Field | Type | Default | Description |
|---|
| Allow API Keys | Check | ✅ On | Allow users to generate API keys for programmatic access |
| Field | Type | Default | Description |
|---|
| Allow Public Registration | Check | Off | Allow new users to register accounts publicly |
| Default Role | Link → Role | — | Role automatically assigned to newly registered users |
| Require Email Verification | Check | ✅ On | New users must verify their email address before accessing the app |
Recommended Security Configuration for Multi-User Environments:- ✅ Require Authentication
- ✅ Minimum Password Length: 8+
- ✅ Require Uppercase and Number
- ✅ Enable Two-Factor Authentication
- ✅ Max Login Attempts: 5
- ✅ Lockout Duration: 15 minutes
- ✅ Session Timeout: 60 minutes
- ❌ Allow Skip Authentication: Off
- ❌ Allow Public Registration: Off (manage users manually)
After completing the Setup Wizard, review these settings to ensure everything is configured correctly:
| Step | Settings Tab | What to Configure |
|---|
| 1 | General | Verify company name, email, address, taxpayer number |
| 2 | General | Set fiscal year start and end dates |
| 3 | General | Enable needed features (Lead, Loyalty, Pricing Rules, etc.) |
| 4 | General | Configure Write Off, Round Off, and Discount accounts |
| 5 | Inventory | Set default location and valuation method |
| 6 | Inventory | Configure stock GL accounts |
| 7 | Inventory | Enable Barcodes, Batches, or Serial Numbers as needed |
| 8 | Print | Upload company logo |
| 9 | Print | Set print color, font, and display preferences |
| 10 | Defaults | Configure default number series for all document types |
| 11 | Defaults | Set default print templates |
| 12 | Defaults | Configure auto-payment and auto-stock-transfer accounts/locations |
| 13 | System | Set date format and display precision |
| 14 | System | Configure automation preferences |
| 15 | Authentication | Set password policy and session management |
Choose the level of automation that matches your business:
| Level | Auto Submit | Auto Payments | Auto Stock Transfer | Best For |
|---|
| Manual | Off | Off | Off | Maximum control — review every step |
| Semi-Auto | ✅ On | Off | ✅ On | Streamlined — auto-submit and auto-stock, manual payments |
| Full Auto | ✅ On | ✅ On | ✅ On | Maximum speed — one-click invoicing for cash businesses |
For businesses with multiple users:
- Enable Authentication in System Settings
- Configure password policy in Authentication Settings
- Consider enabling Two-Factor Authentication
- Set appropriate session timeouts for your security requirements
- Create Roles with appropriate permissions (see User Management documentation)
- Assign roles to users based on their responsibilities
| Region | Key Settings |
|---|
| India | Set GSTIN in General tab; enables GSTR-1 and GSTR-2 reports |
| OHADA Zone | SYSCOHADA chart of accounts template is applied during setup |
| International | Set appropriate locale in System tab for number formatting |
NkapBooks supports working with multiple database files, allowing you to maintain separate books for different businesses or fiscal years.
The Database Selector appears:
- On first launch before any database exists
- When choosing File → New Database or File → Open Database from the app menu
| Option | Description |
|---|
| SQLite | Local .db file stored on your computer — perfect for single-user setups. Fast, portable, no server required. |
| Create New | Start a fresh company database — launches the Setup Wizard to configure company details and chart of accounts |
| Open Existing | Connect to an existing SQLite database file — use the file picker to locate a .db file |
| Demo Data | Optionally populate a new database with sample data — useful for testing and learning the application |
SQLite database files are stored locally on your computer. The default location depends on your operating system:
| Platform | Default Path |
|---|
| Windows | %APPDATA%\io.gitss.nkapbooks\ |
| macOS | ~/Library/Application Support/io.gitss.nkapbooks/ |
| Linux | ~/.config/io.gitss.nkapbooks/ |
To switch between databases:
- Close the current database
- The Database Selector will appear
- Choose "Open Existing" and select the other database file
Tip: Keep regular backups of your database files. Since they are standard SQLite files, you can simply copy the .db file to create a backup. See the Import & Export documentation for more advanced backup options.
| Tab | Sections | Key Fields |
|---|
| General | Default, Accounts, Features, Fiscal Year | Company info, GL accounts, feature toggles, fiscal dates |
| Print | Default, Contacts, Customizations | Logo, color, font, display toggles, POS width, terms |
| Inventory | Default, Accounts, Features | Location, valuation method, stock GL accounts, batch/serial/barcode toggles |
| Defaults | Auto Payments, Auto Stock Transfer, Number Series, Terms, Print Templates, Point of Sale | Payment accounts, locations, doc numbering, default terms, POS customer, button colors |
| System | Default, Number Display, Automation, Customizations, Theme, Security | Date format, locale, precision, auto-submit/pay/stock, dark mode, auth settings |
| Authentication | General, Password, Session, Two-Factor, Security, API, Registration | Login requirements, password policy, session management, 2FA, lockout, API keys |
Most settings take effect immediately or after navigating away and back. However, some may require a full app restart:
| Setting | Requires Restart |
|---|
| Dark Mode | ❌ No — applies immediately after save |
| Date Format | ❌ No — applies on next page navigation |
| Display Precision | ❌ No — applies on next data render |
| Hide Get Started | ✅ Yes — requires restart or page refresh |
| Country Code | ⚠️ Set during setup only |
| Currency | ⚠️ Set during setup only |
Remember: Settings are saved across all tabs at once. If you've made changes in multiple tabs, clicking Save will persist everything. If you navigate away without saving, all changes are automatically reverted to their last saved state.