Settings & Administration

A reference list of every configuration area, most of which are covered in more depth on the module page they belong to.

Business & posting

• Business Settings - company details, base currency
• G/L Account Determination - the rules that decide which G/L account a given transaction type posts to automatically (see Finance & Accounting)
• Document Numbering - per-document-type numbering series
• Accounting Settings, Tax Settings - see Finance & Accounting

Approval workflow

Approval Templates, Approval Stages, Approval Field Exclusions - see Approvals for how these combine.

Employee structure

Employee Grades, Positions - used for grade/position-based approval routing; see User Management.

Communication

SMS Settings, Email Settings, Telegram Alerts, WhatsApp Assistant, Notification Benchmarks, Sales Targets - see Notifications & Alerts.

AI

AI Agent Settings - see INFI AI Assistant for exactly what these switches control.

Other

• Loyalty Bonus Tiers - see Business Partners
• Warehouses, Branches - see Warehouses & Branches
• Warranty Settings - see Sales
• Print Templates, Sticker Sheet Settings - see Printing & Documents
• Delivery Partners - see Sales
• POS Terminals - see Payments
• Dashboard Widget Visibility - see Dashboard