The Configure feature in your Accounting App allows administrators to enable or disable specific features, fields, and options for various objects such as Invoices, Bills, Payments, Products, and more — without requiring any code changes.
This makes the app highly flexible and adaptable to your organization’s business processes and regulatory needs.
Use Cases
- Turn On/Off Products on Purchases or Sales
- Turn On/Off Tax on Purchases or Sales
- Turn On/Off Withholding Tax on Purchases or Sales
- Turn On/Off Discount on Purchases or Sales
- Set Book Closure Date
How to Access the Configure Settings:
- Select the Configure tab.
- Select Purchases or Sales tab you want to configure.
- You’ll see a list of toggles grouped by functionality.
- Turn features ON or OFF as needed.
- Click Save.
Changes will reflect immediately in the relevant screens.
Permissions
Only users with Admin or Configure-level access can change these settings. Configuration applies at the org level, meaning changes affect all users.
Best Practices
- Turn off unused features to simplify data entry
- Revisit configurations periodically as your processes evolve
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