Admin Panel: General Settings
Overview
The General Settings page in the CustomBooks™ Admin Panel allows you to configure fundamental system preferences, including currency, email settings, custom fields, list appearance, units of measure, decimal precision, report views, and transaction preferences.
To access and modify these core configurations, navigate to Admin Panel → General Settings.
Configuration Sections
The General Settings page is divided into several sections to help you manage your company's system preferences.
Currency & Multi-Currency
- Default Currency: Displays your company's primary currency.
- The default currency cannot be changed if there are already saved documents in the General Journal. These documents must first be returned to Draft status.
- Multi-Currency: Enable this option to use multiple currencies in transactions.
- Important: Once a new currency has been added, Multi-Currency cannot be disabled.
- Add Currency: Opens the Currencies tab, where you can manage existing currencies or add new ones.
Email Settings
Automatic CC: Enable this option and enter one or more email addresses to automatically include them in the CC field of documents sent through CustomBooks™.
When entering multiple email addresses, separate each address with a comma.
Custom Fields
Click the Custom Fields link to create and manage additional specialized data fields that are specific to your business needs.
Lists Appearance
Expand Grouped Lists and Documents: Enable this option to automatically expand grouped records and documents when viewing lists.
Grouping can also be managed individually for specific lists and documents under Settings → Configure List.
Note: Automatically expanding groups may increase loading time when working with very large datasets.
Unit of Measure (UoM)
Use this section to select your default Unit of Measure set.
You can also click Add UoM sets and units to create and manage additional measurement types.
Precision (Decimals)
Use the Precision settings to specify the maximum number of decimal places used for certain fields throughout CustomBooks™.
- Quantity Field Decimals: Set the number of decimal places available for quantity fields.
- Price and Cost Field Decimals: Set the number of decimal places available for price and cost fields.
Important: To maintain data integrity, the number of decimal places cannot be decreased after transactions have been entered.
Reports
Default Report View Mode: Select the default view used when opening reports.
You can choose between Present and Analyze:
- Present: Designed for presentation and quick PDF printing. The report is centered and displays the highest report level, totals, and variances.
- Analyze: Designed for analyzing report data. This view provides access to drilldowns, exporting, printing, emailing, formatting options, freezing and unfreezing data, and other report settings.
Other Preferences
The Other section includes additional options that control specific transaction behaviors.
- Discounts in Cash Receipt and Bill Payment: Enable or disable discount fields in Cash Receipts and Bill Payments.
- Allow Negative Amount for Service Items: Allow service items to have a negative value.
- Allow Discounts on Line Items: Enable a dedicated discount column for individual line items on documents.
The Audit Log
The Audit Log allows you to review the history of changes made to the General Settings. It provides a record of previous revisions, including the user who made the change and the date and time the revision was created.
To access the Audit Log:
- From the General Settings page, click Audit Log.
- The Audit Log: General Settings window displays the available revisions.
- Each revision includes:
- Revision #: Identifies the revision number.
- User: Displays the user associated with the revision.
- Date: Shows the date and time the revision was created.
- Comment: Displays any comment associated with the revision, when available.
- Select a revision and click Open Revision to view the General Settings data saved in that revision.
- Select two revisions at the same time to enable Compare Revisions, which allows you to compare changes between the selected versions.
Saving Your Changes
There is no "Save" button on this page. Changes made in General Settings are applied when you update the corresponding setting. Whenever you modify a setting, a notification popup will appear in the lower-right corner of the application confirming that your changes were successfully saved.
Review each setting carefully before making changes, particularly settings that cannot be reversed after transactions or other data have been created.