Setup › Company

General Preferences

Account-wide defaults. Individual users can override some of these in User Preferences.

Formatting

Date Format

Applies to forms, lists and printed documents

Long Date Format

Time Format

Number Format

Negative Number Format

First Day of Week

Controls calendar and weekly report grouping

Name Format

Address Format

Optional Fields

Show Department on transactionsShow Class on transactionsShow Location on transactionsShow Project on transactionsRequire Department on all journal entriesShow internal IDs on record views

Screen

Colour Theme

Rows Per Page

Default Landing Page

List View Density

Show quick-add row on list viewsRemember column widths per userShow record shortcuts in the header

Transactions

Default Order Priority

Applied to new sales orders

Default Posting Period

Default Payment Terms

Invoice Number Prefix

Next Invoice Number

Duplicate Document Number Handling

Auto-generate document numbersUsers cannot type over the generated numberRequire approval on sales orders over 10,000Allow transaction dates in closed periodsWarn on negative inventoryCopy memo to journal entry linesVoid transactions using reversing journals

Restrict View

Restrict customer records by sales repRestrict vendor records by purchasing agentRestrict employee records by supervisorRestrict transactions to the user’s subsidiaryHide unposted transactions from non-accounting roles

Employee Record Access

Search Result Visibility

Marta Chen

controller@huzzle.app

Role: Controller