Guide Categories
Settings
The Settings tab in Accounter.co.za allows you to custom-fit various aspects of your business accounting environment to suit your specific needs. This section offers a comprehensive overview of the different configurations available, ensuring you can fine-tune the application.
The settings screen is typically organized into two main parts:
- Upper part: Displays features that are currently enabled.
- Lower part: Lists features that can be enabled. This lower section provides access to less immediate or more advanced functionalities.
For easier navigation, this guide categorizes all available settings. Below, you'll find each setting listed with details that offer more clarity on its function.
Business Information and Formatting
Business Details
This section allows you to enter your business information, which is displayed on printed documents, such as invoices or purchase orders.
See Business Details »Chart of Accounts
Define the structure of your financial accounts. This is fundamental for organizing your financial data.
See Chart of Accounts »Date & Number Format
Customize how dates and numbers are displayed throughout the application to match your regional preferences.
See Date & Number Format »Taxes and Accounts Management
Tax Codes
Create and manage tax codes for VAT, GST, or other sales and purchase taxes. These codes are applied to transactions to calculate tax amounts automatically.
See Tax Codes »Withholding Tax
Enable withholding tax capabilities for sales or purchases where tax is deducted at source.
See Withholding Tax »Control Accounts
Setup, manage, or customize control accounts which summarize detailed subsidiary ledger balances on the balance sheet.
See Control Accounts »Capital Subaccounts
Enable creation of subaccounts under capital accounts for detailed tracking of owner equity.
See Capital Subaccounts »Cash Flow Statement Groups
Customize how accounts are grouped on the Cash Flow Statement to better organize and present cash movements.
See Cash Flow Statement Groups »Expense Claim Payers
Enable and manage who can pay expense claims on behalf of the business and from which accounts.
See Expense Claim Payers »Inventory and Item Management
Inventory Kits
Manage groups of inventory items sold together as a single unit. Useful for bundling products.
See Inventory Kits »Non-inventory Items
Setup and manage items or services sold or purchased that are not tracked as inventory, often used for services or charges.
See Non-inventory Items »Inventory Unit Costs
Manage and track the cost of inventory units, essential for accurate profit calculation and stock valuation.
See Inventory Unit Costs »Automation and Transaction Features
Recurring Transactions
Automatically create recurring transactions for regular invoices, bills, or journal entries like monthly rent or subscriptions.
See Recurring Transactions »Bank Rules
Automate the categorization of bank transactions by creating rules based on descriptions or amounts.
See Bank Rules »Billable Expenses
Track expenses that can be billed to customers, ensuring costs are recovered and invoiced accurately.
See Billable Expenses »Payroll and Employee Management
Payslip Items
Define the earnings, deductions, and contributions that appear on employee payslips.
See Payslip Items »Reporting and Forecasting
Forecasts
Set up financial forecasts to project future income, expenses, and cash flow based upon anticipated activities.
See Forecasts »Investment Market Prices
Update and manage the market values for investments, ensuring your portfolio reflects current valuations.
See Investment Market Prices »Divisions
Independently manage and analyze income, expenses, assets, and liabilities of different business segments or locations.
See Divisions »Customization of Documents
Footers
Add custom text or fields to the bottom of printed documents such as invoices or quotes.
See Footers »Custom Fields
Create additional fields on forms and records to capture specific information tailored to the unique needs of your business operations.
See Custom Fields »Access Control, API, and Integration
User Permissions (Cloud or Server)
Control access levels and permissions for different users within your Accounter.co.za instance (Cloud or Server editions only).
See User Permissions (Cloud or Server) »Access Tokens
Generate API access tokens for integrating Accounter.co.za with other applications or for custom development purposes.
See Access Tokens »Extensions
Manage and install extensions to add functionality or integrations to your Accounter.co.za setup.
See Extensions »Bank Feed Providers
Set up financial institution integration and configure settings for automatic bank feed data synchronization.
See Bank Feed Providers »Email and Security Settings
Email Settings
Configure Accounter.co.za to send emails on your behalf directly from the application.
See Email Settings »Lock Date
Specify a date before which financial transactions cannot be entered or modified, safeguarding historical data integrity.
See Lock Date »Advanced Setup and Legacy Features
Starting Balances
Set initial balances for various accounts when migrating from another system or starting up your business.
See Starting Balances »Obsolete Features
Access and manage features that are no longer actively developed but may be relevant for historical data or specific older setups. It is generally discouraged to use these for new configurations.
See Obsolete Features »