Global Defaults

Global Defaults helps you pre-set a few fields for system wide use.

Instead of manually inserting the values for certain fields, you might want to have them automatically fetched while creating documents. To do so, you can set the values in 'Global Defaults' so that the system can fetch them automatically and set as default while creating any transactions.

The values set here will impact all users and the default values for various fields will be set for them.

To access Global Defaults,

Home > Settings > Global Defaults

Screenshot 2023-12-27 at 2.06.48 PM

The fields which can be set as Global Defaults are as follows. Except currency, no other field is mandatory.

  • Default Company
  • Country
  • Currency
  • Hide Currency Symbol
  • Default Distance Unit
  • Disable Rounded Total
  • Disable In Words

The Default Distance Unit is used to calculate the total distance in Delivery Trips.

  1. System Settings
Discard
Save
Was this article helpful?

On this page