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

0

Total Branches

0

Active Branches

0

Inactive Branches

0

Head Offices

Branch Overview

Name	Code	Location	Contact	Status	Actions
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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

0

Global Users

Can access any branch

0

Branch-Specific Users

Restricted to assigned branch

0

Inactive Users

Disabled accounts

Users by Role

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Recent Users

User	Role	Branch	Status	Last Login	Actions
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Product	Branch	Allocated Qty	Status	Allocation Date	Actions
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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

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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.

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

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