Control centre

# Application Settings

Manage global defaults, appearance, and operational preferences across the platform.

### Currency & Regional Settings

Default Currency
Default VAT Rate (%)
Country
Timezone

### Theme & Appearance Settings

Theme Mode
Primary Color
Secondary Color
Accent Color

### Business Information

Company Name
Application Name
Phone Number
Email Address
Website
Address

##### Company Logo

Upload Company Logo Recommended: PNG or JPG, max 2MB. This logo will be used in all documents (invoices, credit notes, receipts, etc.)
Show logo in invoices
Show logo in all documents
Logo Preview

No logo uploaded

### Branch Management

Full Branch Management

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Total Branches

#### 0

Active Branches

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Inactive Branches

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Head Offices

##### Branch Overview

Name | Code | Location | Contact | Status | Actions
--- | --- | --- | --- | --- | ---
Loading branches...

##### Branch Defaults

Configure default settings that will be applied to all branches

Default Bank Account
This bank account will be used as default for all branch transactions
Default Payment Method
Default payment method for branch transactions
Default Branch Currency
Currency used for branch operations
Branch Override Settings
Allow branches to override defaults
When enabled, individual branches can override these default settings

### User Management

Full User Management

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Global Users
Can access any branch

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Branch-Specific Users
Restricted to assigned branch

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Inactive Users
Disabled accounts

##### Users by Role

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##### Recent Users

User | Role | Branch | Status | Last Login | Actions
--- | --- | --- | --- | --- | ---
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### Inventory Allocation Management

Manage inventory distribution from headquarters to branches. Allocate stock received at the main branch to other locations.

Full Inventory

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Products at HQ

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Available Units

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Allocated Units

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Pending Allocations

##### Recent Inventory Allocations

Product | Branch | Allocated Qty | Status | Allocation Date | Actions
--- | --- | --- | --- | --- | ---
Loading inventory allocations...

### Invoice Settings & Customization

##### Basic Settings

Invoice Prefix
Starting Number
Paper Size
Template Style

##### Display Options

Show Company Logo
Show Company Address
Show Company Phone
Show Customer Address
Show Payment Terms
Show Due Date
Show VAT Breakdown

##### Default Text

Footer Text
Terms & Conditions

##### Colors

Primary Color
Secondary Color
Accent Color

##### Typography

Font Family
Base Font Size (px)
Line Height

##### Layout

Top Margin (mm)
Bottom Margin (mm)
Header Height (px)

##### Template Management

Manage and customize invoice templates for different purposes.

###### Standard Invoice

Default invoice template for regular transactions

###### Proforma Invoice

Template for proforma and quotation invoices

###### Credit Note

Template for credit notes and refunds

##### Invoice Preview

Live preview of your invoice with current settings

Loading preview...

Loading invoice preview...

### Quotation Formatting & Branding

Configure how quotations appear when generated as PDFs. These settings apply to the new quotation layout and override default invoice branding where specified.

Quotation Title
Displayed prominently at the top of the PDF.
Show company logo on quotations
If disabled the header renders without any logo.
Quotation Logo Override
Provide a relative file path for a specific quotation logo. Remote URLs are not supported by the PDF generator.
Logo Width (mm)
Logo Height (mm)
Footer Text
Footer Images
Optional images appended beneath the footer text (signatures, stamps, marketing banners). Enter absolute or project-relative paths.
Leave logo fields blank to continue using the company branding configured above.

### Inventory Settings

Low Stock Threshold
Measurement System
Track Serial Numbers
Allow Negative Stock

### Sales Settings

Allow Credit Sales
Auto-Generate Invoices
Invoice Prefix
Invoice Start Number

##### Dimensional Accounting Defaults

IFRS Compliance: These dimensions are automatically applied to all sales and POS transactions. This keeps dimensional tracking transparent to front-line staff while ensuring proper cost allocation and reporting.
Default Cost Center
Automatically assigned to all sales for cost allocation
Default Project
Automatically assigned to all sales for project tracking

### POS Settings

Global Default Card Bank Account
This bank account will be used for card payments when no branch-specific default is configured.
Current global default: None

##### Per-Branch Defaults

Branch | Default Card Bank Account | Actions
--- | --- | ---
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### Purchase Settings

Allow Credit Purchases
Auto-Generate Purchase Orders
PO Prefix
PO Start Number

### VAT Settings

VAT Rate Percentage (%)
Default VAT rate for sales, POS, invoices, and other transactions
VAT Registration Number
VAT Filing Frequency
Backup VAT Rate (%)
Fallback VAT rate if primary rate is not available
VAT Due Date Offset (Days)
VAT Inclusive Pricing
When enabled, displayed prices include VAT

### Tax Settings

Corporate Tax Rate (%)
Applied to taxable profit at year end.
Apply corporate tax to fiscal reports
Enable to include corporate tax in year-end reporting.
Capital Gains Tax Rate (%)
Applied to net capital gains.
Apply capital gains tax to fiscal reports
Enable to include capital gains tax in year-end reporting.
Tax Authority
Capital Gains Income Accounts
Comma-separated account codes used for capital gains income.
Capital Gains Cost Accounts
Comma-separated account codes used for capital gains costs.

### Security Settings

Minimum Password Length
Suspend Session Timeouts (Dev)
When enabled, tokens get very long expiries and inactivity logout is disabled for development.
ERP Idle Timeout (Minutes) Security
Applies to all ERP pages (not POS). Users are logged out after this many minutes with no mouse, keyboard, or touch activity. Default: 3 minutes.
POS Idle Timeout (Minutes) POS
Applies to POS / cashier screens only. Shorter timeout protects shared tills. Default: 1 minute.
ERP Idle Warning Lead Time (Minutes)
How many minutes before ERP timeout to show the idle warning (ignored for very short POS timeouts — those warn automatically ~25% before logout).
Token Refresh Threshold (Minutes)
If less than this amount of time remains on the token during activity, a refresh will be attempted.
Require Special Characters
Require Numbers
Require Uppercase Letters

### CNP License Management

Issue yearly purchase tokens, renew subscriptions, and monitor on-premise server heartbeats. Only visible to super administrators.

###### This installation

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##### Issue new license

Plan
Years
Deployment
Customer name
Customer email
Max users
Max branches
Notes
New license key — copy and send to the customer once:

##### All licenses

Key | Customer | Plan | Status | Valid until | Deploy |
--- | --- | --- | --- | --- | --- | ---
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##### On-premise nodes (heartbeats)

Local servers register via `deploy/local_license_heartbeat.ps1`.

Node | License | URL | Last heartbeat | IP
--- | --- | --- | --- | ---
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### Workflow & Approval Settings

IFRS Compliant Workflows - Configure approval thresholds and notification settings
View Notifications View Workflows
Enable Workflow System
When disabled, all transactions bypass approval workflows.

##### Approval Thresholds

Manager Approval Limit
P
Transactions up to this amount can be approved by managers
Finance Manager Approval Limit
P
Transactions up to this amount can be approved by finance managers
CFO Approval Limit
P
Transactions up to this amount can be approved by CFO
CEO Approval Limit
P
Transactions above this require board approval

##### Auto-Submit Settings

Auto-submit transactions below threshold
Small transactions automatically enter the approval queue
Auto-Submit Threshold
P

##### Notification Settings

Notify approvers on submission
Notify initiator on approval
Notify initiator on rejection
Notify initiator on workflow completion
Enable email notifications
Send email alerts in addition to in-app notifications

##### Escalation Settings

Enable automatic escalation
Escalate unapproved items after the specified time
Escalation Time (Hours)
Reminder Time (Hours)

##### Module Workflow Toggles

Phase 1 - Critical Workflows (Active)
Journal Entry Approval IAS 8
Vendor Payment Approval IAS 7
Sales Credit Note Approval IFRS 15
Bad Debt Write-off Approval IFRS 9
Period Close Approval IAS 1
Phase 2 - Coming Soon
Purchase Order Approval IAS 2
Inventory Adjustment Approval IAS 2

##### Documentation Requirements

Require comment on rejection
Require comment on high-value approvals
Comment Required Above
P
Require attachments for write-offs
Bad debt write-offs require supporting documentation
Seed Phase 1 Workflows

##### Add New Branch

Branch Name *
Branch Code *
Unique identifier for this branch
Location
Phone
Email
Contact Person
Timezone
Currency
Address
Notes
This is a head office

##### Add New User

Username *
Email *
Password *
Minimum 6 characters
Role *
First Name
Last Name
Phone
Branch Assignment
Global roles can optionally be assigned to a default branch.
Address
Notes

##### Allocate Inventory to Branch

Product *
Target Branch *
Quantity to Allocate *
Available: Loading...
Cost Per Unit *
Expected Delivery Date
Notes

##### Receive Inventory at Headquarters

Product *
Quantity Received *
Cost Per Unit *
Notes